Growing Your Business, Lesson 2: Projects & Files to Get You Booked
Section 5: Your clients’ experience with files
It's important to feel confident in what your clients will experience when you communicate with them through HoneyBook. In the last lesson, we reviewed what they'll see within the HoneyBook Project you create. Now, we'll walk through their experience with some of our most-used files!
In this section, we'll review the client-side experience with:
- Invoices, Contracts, & Proposals
- Signatures in Contracts & Proposals
- Payments in Invoices & Proposals
Client-side experience with Brochures
Once your client receives your email containing the Brochure file, they can simply click the provided link to open their Brochure.
If you’ve sent a Brochure that includes specific items or services, your client will be able to select the service(s) they’re interested in.
Once they’ve made their selections, they will be able to review their selections in the Review section at the bottom of the Brochure. Markers will be used to indicate to your client that there is a section they can/must make selections from. When they're ready, they can click Submit at the top or bottom of the file.
If you’ve included questions in your Brochure, your client will fill out/select their answers from directly within the file. If you have questions that you’ve designated as required, your client will not be able to click the button to submit the Brochure until they’ve answered these questions.
If you’ve sent a Brochure that does not include any specific items or services (using your service blocks), your client will simply see an I’m Interested button at the bottom of the file. They can click this to indicate that they’re interested in your general services.
Client-side experience with Invoices, Contracts, & Proposals
In HoneyBook, a Proposal is a combination of an Invoice and a Contract into one file—so reviewing what a client experiences when you send a Proposal will give you a peek into all three files! For a standalone Invoice, your client will go through this process minus the Contract/signature portion, and for a standalone Contract, they’ll go through the process minus the Invoice/payment portion.
Signatures in Contracts & Proposals
When your client receives a Contract from you, they’ll be able to click the link included in your email to open the file from any device.
Upon opening the Contract, your client can review the service information as you’ve laid it out. If you’ve set up any Contract Fields for them to fill out (as we reviewed in Lesson 1.3), they’ll be prompted to enter information in those fields. If any of the fields were set up as Must Fill for the client, they will not be able to sign until they’ve added the appropriate information.
Once they’ve reviewed the Contract and filled in any necessary fields, they can click or tap the signature line to sign their Contract. They’ll have the option of typing in a signature, or drawing it in. Either way, these signatures can be added from any device and are legally binding.
If the file in question is a standalone Contract from you, your client can now submit the file back to you. If the Contract was part of a Proposal, they’ll be prompted to continue on to the payment portion.
Payments in Invoices & Proposals
When your client receives an Invoice from you, they’ll be able to click the link included in your email to open the file from any device.
From there, they’ll be able to review the items/services you’re charging for as well as the payment schedule you’ve set up. Then, they can continue to the payment screen.
When a client submits a payment to you in HoneyBook, they'll have the option to pay via credit card or bank transfer (although you can always edit the payment options!), and their payment experience will vary slightly based on how many payments you’ve set for them.
On the payments page, your client will be able to enter their credit card information or pay by bank transfer, depending on what payment options you’ve given them.
For credit card payments, they'll enter the following information:
- Full name on card
- Card number, expiration, and security code
- Billing address (once the fields above are complete)
For bank transfers, the client can select their bank of choice and follow the on-screen prompts to sign into their account, which will automatically link the rest of their information.
Now, they can add gratuity (if you have that option turned on—if not, they will not see the option to add a tip), and if they're making future payments and want to automate this, they can check the box for Auto-Pay.
They can click Pay when they're ready!
Second and Additional Payments
When a client is ready to submit their next payment, they can:
- Reuse the original credit card
- Add a new payment method by clicking the Add (+) button
- Click Edit to remove the first payment method
- Click Pay to submit their payment
PLEASE NOTE: Clients should ALWAYS confirm that the credit card on file is the card they want to use for the payment. Once the client clicks Pay, their account will be charged immediately.
You made it through Lesson 2—you're killin' it! In the next lesson, Contact Forms and Automations to Scale, we'll explore how Contact Forms and automated Workflows can really turbo-charge your business life, getting your clients booked even faster—while still taking work off your plate.
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!