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HoneyBook referral program guidelines, best practices, and taxes

Learn how the HoneyBook referral program works behind the scenes, best practices for sharing your referral link, fraud monitoring policies, and how referral earnings affect your taxes

Updated over a week ago

The HoneyBook referral program is designed to reward members for sharing HoneyBook responsibly and transparently with their community. To protect members, referrals, and the platform, the program includes fraud monitoring, clear terms, and tax reporting requirements, alongside best practices to help you maximize success.

This article explains how referral activity is monitored, how to share your link effectively, how to track referrals, and what to expect when it comes to taxes.


How HoneyBook monitors referral activity

To ensure the referral program continues to serve the community fairly, all referral activity is monitored by HoneyBook’s Fraud team—the same team responsible for protecting accounts and client data across the platform.

Fraud-related actions are taken to protect the integrity of the referral program and the community as a whole. If referral activity is suspected to be fraudulent, HoneyBook may take action in accordance with the HoneyBook Terms of Service, which can include withholding or retracting referral payments while a review is completed.

Referral program terms and conditions

Participation in the referral program is subject to HoneyBook’s referral program terms and conditions. These outline eligibility, acceptable use, and payout requirements.


Referral best practices

Sharing your referral link thoughtfully increases the likelihood that referrals sign up, subscribe, and remain active long enough to qualify.

Where to share your referral link

Effective places to share include:

  • One-to-one emails, texts, or messages with people you know personally

  • Instagram Stories, using a swipe-up link or linking from your bio

  • Link-in-bio tools like Linktree for evergreen visibility

  • Facebook groups, where allowed by group rules, with clear context

  • Blog posts, where your referral fits naturally into your workflow or recommendations

  • Your website, especially if your audience includes other independent business owners

📚 Tip

If you share referral links in blog posts or public content, be sure to disclose affiliate links appropriately.

What to say when you share

The most effective referrals come from personal experience, not sales language. Consider sharing:

  • Your favorite HoneyBook feature

  • How HoneyBook changed your day-to-day workflow

  • How your clients responded

  • How HoneyBook improved your professionalism

  • Why you chose HoneyBook in the first place

  • How it saved you time or reduced stress

You can also use the Resources available in your referral dashboard, including logos, social templates, and email banners.

Follow up and stay organized

  • When someone uses your link to start a trial, you’ll be notified by email

  • Following up can help referrals get the information they need to decide

  • Use your referral dashboard to track who may need a reminder or extra support

Consistent follow-up helps ensure referrals don’t stall—and helps you avoid missing out on eligible payouts.


How referral earnings affect your taxes

Referral earnings may be taxable, depending on how much you earn in a calendar year.

  • If you earn $600 or more from referral payouts in a calendar year:

  • If you earn less than $600:

    • No tax form is issued

    • Referral earnings generally don’t affect your taxes

You can learn more about tax reporting requirements on the IRS website or by consulting a tax professional.


Key takeaways

  • Referral activity is monitored by HoneyBook’s Fraud team to protect the community

  • Referral program terms and conditions apply to all participants

  • Email notifications and the referral dashboard help you track referrals

  • Thoughtful sharing and follow-up improve referral success

  • Referral earnings may be taxable depending on annual totals


Still have questions? Feel free to send us a message by clicking the Question Mark icon on any HoneyBook page. Our team is always happy to help!