HoneyBook Erfahrungen

Running my own business where clients contract via email and forms through my website can get overwhelming when trying to keep track of small but important details. Invoicing, payment processing, contracts, client communication, client surveys and now they have a feature where you can connect with other local professionals on projects. Very useful.

I wish it was a little more upscale looking on fonts, colors and the user experience. My brand is more of a luxury brand so I want customers to feel like when they're being transferred to the contract or payment portion of our interactions that they're still receiving a luxury experience.

Easy to use and so many features! The ability to go to one place AND have so many things automated is amazing!

There are little things that can be improved, but so does everything. I have voiced my suggestions to the HoneyBook team and they are passing the information along to try to improve my experience. Even without those being fixed, I still love HoneyBook.

I like that it gives me the ability to have multiple tools within one software. I don't need an extra scheduling tool, I don't need a CRM, I don't need an invoicing tool, I don't need a form builder for my website. Honeybook handles all of those things for me which makes it really simple to keep it all in one place.

Some things aren't really intuitive so I have to use the help resources or ask customer support for help in figuring things out. The great thing is that the support team is really easy to chat with and makes things really simple.

User friendly for both myself and my clients, ease of set up (love that they do most of the upload work & it’s easily changeable!), the community it’s created, & the “opportunities” section.

1. I wish there was more internal automation, like the workflow applied just sent out the emails and not prompted me to act.
2. While “linked” with Calendly, it’s not linked in the correct way. I wish when someone signed up for a slot in Calendly, it could generate an automatic proposal that I could look over before sending, or sent automatically. When adding my “Calendly link” to a honeybook email, the link always fails. I don’t use Calendly enough to have this be a major issue, just a nuisance.
3. More flexibility in personal branding & branding the contact form. I don’t currently use the form on my site because of this.

I love the pipeline, where each client's project is categorized by stage (new inquiry, tour scheduled, proposal signed, etc.). I can pull up all clients who are in the "Planning" stage of the pipeline, for example.

Under each client's project is absolutely everything related to their project: all emails exchanged, contracts, payment schedule, separate workspaces with vendors who will be working on the project, and more. I have templates for emails and have them sent automatically. One goes out when we receive an inquiry, a different one 5 days after client signs the contract, and another 30 days before their event date. There are also templates for brochures, contracts, and payment plans. I can't imagine having to do all of that manually!

I set the system up for my business with no outside assistance. It was easy to understand.

Would like to have more ability to make formatting changes (bullets, numbering, bold, etc.) when editing a document. I can do this on a new document, but not when editing an existing one.
Workflows could be improved to have more triggers and the ability to automatically send files.

Very user friendly, they offer so much! I love being able to track my expenses and schedule clients. I love the workflow feature, it’s so helpful. I REALLY love the fact that clients can pay you through the HB invoice. That’s probably the best part. Its awesome that they added a COVID-19 tool kit that shows you which clients are most likely to be affected. And then they have email templates that are COVID related. So many resources are provided, it’s like they actually care about us 🥺 💕 haha.
Highly recommend

The only thing that’s a little slow is the payment actually getting to my bank account. I’m not even sure if HB has anything to do with the time it takes, but I do wish it didn’t take 2 days to finally show up in my account. I wish there was an option to “instantly” transfer the funds for like a 1% fee. Like Venmo! That way if someone needs the money ASAP, they can instantly get it OR they can choose to wait the 1-2 business days to get the full payment. That would AMAZING

Honeybook took my booking process to a massively higher level of success. My contracts are all signed, and invoices are paid before I even start designing. I walk my customers through the process and we discuss TAT and rates, next steps, and then I kick them over the Proposal with the same details we discussed during the sale.

With other software I've struggled to receive timely payments, or contract signatures.

Not anymore!

The contract templates are pretty limited to social media management and marketing ops. I think that every business needs their own contracts, period, but it would be nice to have a better starting place for other service providers.

Additionally, the emails that Honeybook kicks out for proposals, payments, contracts and the like have reportedly found their way to many of my customer's spam box. I just warn them ahead of time, but it's not super reassuring to some more leery customers.

Task automation
Easy to use invoice management with built in payment link
Modern and easy to read brochures and proposals
Contract integration with E signature capabilities
Easy to use platform
Manages all client communication with Gmail integration
Unbeatable customer service
AFFORDABLE

Difficult for clients to find current versions of proposals when looking for it from emails
Some shortcomings when working with teams (sharing proposals / contracts / invoices)

I get paid without hassle. Everything is automated. The proposal is so amazing, you send the invoice and contract together, and it goes with a pay button where the customer has no choice besides to sign the contract and paying.

The app.
The time tracking - the fact you have to calculate the time in fractions, what should have been an easy task becomes a "let me google what 1h35min is in time fractions". You can just put the time in the app, but not on the webapp. But I can never login at the app because it doesn't accept Google SSO, but it does on the web, so I always have to change my password. The app doesn't stay connected for long.
So I just don't use the app, I have it installed because maybe one day it will update and login with Google.

I really like how well thought out everything is. Honeybook meets my business needs on multiple levels. It's given my business the structure that it needed. My business looks good every step of the way with custom brochures, questionnaire and well drafted contracts. I started using Honeybook at the start of the pandemic and was amazed at the customer service. Honeybook stepped in to provide it's community with webinars and resources on how each business could navigate the pandemic. They went above and beyond and for that I am grateful.

I have nothing bad to say about Honeybook

What I love most about Honeybook is that most of my business needs can be handled through them! Aside from client galleries- it’s all done here on Honeybook. The program is organized, intuitive, and includes so many features! It’s easy to learn and use. I can’t imagine running my business without it!

I have no cons. This meets and exceeds all expectations that I would have for a CRM.

We can conduct all of the business we need to within one software. We can create contracts, get them signed and get paid, all within HoneyBook. Our team can communicate with clients straight from HoneyBook. It will even allow us to communicate from emails within the website. Love it! Makes our jobs so much easier. It allows our creatives to create and not have to worry about all of the details associated with the business practice.

We don't have any complaints. We book 40ish weddings a year and I strongly believe HoneyBook pushed us up to the next level with professionalism.

Honeybook does a great job about giving you the ability to customize your proposals, brochures, invoices and more. The calendar being linked to google is AWESOME and not having to track down late payments is great so I can focus on my client's and their goals.
They're constantly updating, adding and expanding the services which is nice as our business grows too.

There are some kinks, especially if trying to work it with a team of employees that are not the best and if you aren't careful can result in double coverage or gaps.
The timeline feature is helpful when it's not constantly freezing or crashing and is basic but when workings awesome!

Quickbook link - doesn't completely speak with Quickbooks so if you also link a bank account it will result in double entries and occasional mis-logs. For us it was easier to disconnect, fix the past and just compare moving forward.

One of the things I liked most about HoneyBook was its all-in-one platform for managing client interactions and business processes. The ability to streamline and automate tasks such as client communication, project management, invoicing, and contracts was incredibly valuable. The intuitive interface and customizable templates made it easy to create professional-looking proposals and streamline my workflow. Additionally, the collaborative features, such as the ability to share files and communicate with clients in real-time, enhanced the overall client experience.

While HoneyBook had many positive aspects, one thing I liked least was the limited reporting and analytics capabilities. The platform provided basic insights into my business metrics, such as income and project status, but I would have appreciated more in-depth reporting and analytics features. It would be beneficial to have access to more comprehensive data and visualizations to gain a deeper understanding of my business performance and make data-driven decisions.