Sure, lots of our interactions with clients happen over the ol' interwebs these days, but let's not discount some old-fashioned face-to-face communication! If you need to book a client on the spot — or even if you just need to help a client out with booking on your end, be that via phone, video chat, etc. — you can complete a booking on their behalf within HoneyBook.
Prefer a video walkthrough? We got you. Check it out here.
To book in person:
1. Find or create the Project that will be booked.
Find a Project: search via the search icon in the top left corner of your Home page, or select the Projects tab to review your full list of Projects.
Create a Project: learn how here.
PLEASE NOTE: At the moment, booking in person is only available on desktop.
2. Create the file you'll be using to book, or find the existing file you'll be booking by selecting the Files tab, then clicking to open.
To book with a just deposit/payment, create an Invoice.
To book with both a signature AND a payment, create a Proposal!
3. Once in the file, scroll to the bottom and click Book in Person.
4. Click Send Code to send a verification code to your client. They'll receive this code in their email.
5. When prompted in HoneyBook, enter the verification code that your client received. This will log you into HoneyBook as your client.
PLEASE NOTE: If your client attempts to log in during this process, you will be logged out of their account and will need to restart the process — so make sure they hang on until you're finished!
6. Now, your client can sign and/or pay right there, or you can enter the information for them!
PLEASE NOTE: The Book in Person feature is only available until the first payment in a payment schedule has been made.
Want to learn more?
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!