Your business is growing and scaling — yay! You’re no longer running the show on your own. While that kind of progress is super exciting as a business owner, your internal systems and processes can get messy. Now that you’re not a solopreneur anymore, you need tools that’ll make teamwork easy, too.
HoneyBook can help! Below, we share tips that will help you clarify roles, manage leads, and build a stronger business with your team.
First things first? You need to add your team members to your HoneyBook! But they don’t need all the same permissions and access that you do.
Hover over your profile photo at the top right of your home page and click Company settings. Click Team on the left. Here, you can invite team members to your HoneyBook, giving them access to your documents, templates, and files.
When you click the invite button, you’ll fill out your team member’s info (typical stuff like name, email, phone number, and mailing address). This is where you’ll choose their role, including:
Your team member’s role will dictate what they can access, control, and edit in HoneyBook. Whichever role you choose in the dropdown menu, HoneyBook will remind you what permissions they’ll have and what they can and cannot do. This improves collaboration and prevents project overwhelm.
Another helpful HoneyBook feature is bookkeeper access. You can give your bookkeeper or accountant restricted access to your financial data and reports. This option is right underneath the team member invite section under Company settings.
Jeff and I want to be part of every client project from the beginning. But we don’t want to have to manually add ourselves into every new project that comes our way! That’s time-consuming and an easy step to forget. This setting does it for us in advance.
Hover over Tools at the top of your page, then click My Templates. Click Contact Forms under Basics, and you’ll get a list of all of your different forms. Click on a form, then look at the Settings bar on your left.
Here, you can assign specific team members to an incoming lead, either as a project owner, workspace participant, or leads recipient. Cool, right?
When a client books you for your services, you might be ready to step down as the main point of communication. HoneyBook makes it easy by letting you transfer ownership of projects to another person on your team.
Navigate to a client portal page, then click on the three dots in the gray box on the top right (your private space for your internal team). You can then choose a team member to be owner from this list. Once you’ve assigned someone else as owner, all of your automated follow-up emails will come from that new person.
You don’t have to transfer ownership just to include your team members in a project! You can also add them to a client portal from the portal page, under “Additional Team Members” on the right.
Wanna schedule meetings faster with your team members without all the back-and-forth emails? Of course you do. And Honeybook can make it happen with their Scheduler tool! It’s one of their most useful features by far.
Hover over Tools at the top of your page, then click Scheduler. You’ll see a dropdown menu at the top right of the page where you can choose individual team members. Once you choose a team member, you can see an overview of their availability for the week, plus detailed sessions for certain sessions, or meetings.
HoneyBook’s Scheduler is a must-have for not only clients, but your internal meetings as well. Plus, you can sync with your external calendar like Google or Outlook to keep everything seamless.
As the CEO or owner of your company, you want to know what’s going on in your business. But you don’t necessarily need every single detail of every project. (That’s why you transferred ownership to other team members like we talked about above!)
With HoneyBook, you can view client projects based on the team member who owns it. Click on Projects at the top of your page. Then, choose a team member from the dropdown menu at the top left. You’ll see all the projects they own, what stage the project is in, recent activity, and other details.
As your team expands and business scales, you might be wondering if you need to upgrade to a newer, bigger tool. But you don’t! HoneyBook already has everything you need to match your growing business. All you need to do is make the most of HoneyBook’s features for teams.
And if you need a crash course in all that HoneyBook can do for you and your team members, sign up for our HoneyBook Course. We’ll teach you all about HoneyBook’s best features and how to leverage them for your biz.
The Systems School HoneyBook Course includes:
Invest in the future of your biz by getting your team up to speed with HoneyBook now. Sign up for our HoneyBook course today!
