HoneyBook

3 of the Best HoneyBook Features You Probably Didn't Know About

November 1, 2023

By now, you probably already know that you need systems to make your business run — sans the overwhelm and chaos of course!

But what makes a system “good”? How do you know if one can really help you get the backend of your business organized so you can run a smoother business that wows clients and still brings in profit?

The answer? HoneyBook, of course!

It’s no secret that this is our go-to CRM, but it’s for reasons past just being an ultra-robust system.  There are a lot of features that make this CRM tool so amazing, but today we’re covering three of the best HoneyBook features you may not know about.

And we hope that by the end of this post, you’ll get a clearer idea of just how HoneyBook can help you build a sustainable and profitable business!

HoneyBook feature #1: Smart files

Smart Files is essentially a personalized website for your clients where they can access and submit things like contracts, invoices, and payments. The best part about this feature is that everything is right there in one place, so it makes it easier for your clients (and you!) to access everything you need in a snap!

All you have to do is send your clients a unique link, and viola — they’ve got access!

You can also use smart files to level up your presentations for clients. This can help you keep the integrity of your brand intact no matter what you’re doing. Plus, a polished and professional look never hurt, right?

Basically, smart files keep everything easy and seamless. Need we say more?

HoneyBook feature #2: Schedulers

HoneyBook schedulers — they’re not something that’s talked about often when discussing all the amazing features of HoneyBook, but they’re by far one of the most useful!

Schedulers make it easier on both ends to schedule discovery calls, or paid calls or sessions. Clients can easily see what times are available, book their session, and then pay all in one go.

And with easy scheduling, there’s always better profitability. Why? Because when scheduling with you is as easy as the click of a button, your clients don’t have to think twice about it!

Plus, with HoneyBook schedulers (vs. using something like Acuity or Calendly), you also get:

  • Credit card processing and ACH payment processing so your clients have options for paying online.
  • Automations that send clients everything they need after a payment is made, including reminders for both the call and payments.
  • The option to set up specific parameters, like the number of meetings you want to schedule a day and the buffer between sessions.
  • Integrations with  Zoom and Google Meet so you can create a unique meeting ID every time.

All these features make HoneyBook’s Scheduler the most robust one we’ve ever seen!

HoneyBook feature #3: Automations

We’ve saved the best for last!

HoneyBook’s automations have to be our ABSOLUTE favorite thing about the platform. The automations are so helpful and you can practically do anything with them — without so much as lifting a finger!

From nurturing leads to getting paid, HoneyBook automations will do all the backend work for you, so you can focus on delivering your best work to clients.

Here are a few examples of what HoneyBook can help you automate:

  • New inquiries
  • Step 1: Someone inquires about your services on your website.
  • Step 2: You send a personalized email automatically with a link to a smart file brochure you already have created, along with a link to your scheduler so they can schedule a call.
  • Step 3: If they don’t schedule a call within a designated amount of time, you can automate follow-up emails to remind them to schedule the call.
  • New client bookings
  • Step 1: Your new client signs their contract.
  • Step 2: You automatically send a personalized welcome email with a smart file onboarding questionnaire.
  • Step 3: Let’s say the form isn’t filled out before your call together. You can automate a quick reminder email for that!
  • Step 4: A couple of days and/or hours before your call, you can send another email reminding them to join.

We know that steps like these may seem quite easy or simple. But trust us, when you’re constantly doing it all from scratch, every single time, something is bound to slip through the cracks.

But with HoneyBook automations, you know you’ll have a smooth clientflow that doesn’t miss a single step!

Want to learn how to use HoneyBook like a pro?

Our HoneyBook Course can help with that!

With this course, you can avoid all the tech drama and FINALLY get your clientflow put together. We’ll walk you through how to DIY build your own system inside of HoneyBook that’ll wow clients and make your life SO MUCH easier!

Wondering if our Systems School HoneyBook Course is right for you?

It is if you…

👉Need help building systems and processes that cater to clients seamlessly (and cut back on wasted time doing it all manually!)

👉Need a roadmap to help you (or your team) set up HoneyBook the best way possible, without the massive learning curve

👉Are tired of spending HOURS Googling or going through YouTube videos to figure HoneyBook out

👉Want the help of a HoneyBook Pro who knows all of its best features, inside and out, and can show you the path to success

Is that you? Then you’ll love our HoneyBook Course!

[GRAB THE HONEYBOOK COURSE HERE]

Subscribe to our weekly newsletter.

Get the latest news, blogs, tips, and everything in-between delivered straight to your inbox!