Just as it does for you, HoneyBook aims to streamline the process of booking and project management for your clients.
Once you create a project, you can give your client access to their client portal, where they can log in to review and take action on any emails or documents that you’ve sent—it’s the perfect way for everyone to stay organized and up to date.
In this article, we’ll cover:
What is the client portal?
The client portal is the client-side view of a project workspace, which houses all of the communication, files, and details in one easy-to-navigate place.
When you share your client portal link, your clients will first see a login page. They’ll enter or set an email address and password, then land right in their client portal.
Plus, the client portal login is a great way to make sure your branding is front and center. In many cases, it’s one of your clients’ first experiences with your business.
PLEASE NOTE: Using the client portal login is totally optional. Whenever you send your client an email or file through HoneyBook, they’ll be able to access the project workspace.
Before you get started sharing your client portal link, remember to:
Claim your client portal domain (required)
Customize the login screen (optional)
Create a project for your client (required)
Your clients’ experience logging in to the portal
If your client has not yet set a password:
1. First, share your client portal link with your client via email.
HoneyBook Tip: If your client has not yet created a password, be sure to share the client portal link by clicking the share icon in a project or the share icon from your Settings (not the copy link icon). Sharing the link will generate a custom URL that allows your client to set a password, which they’ll use anytime they need to log in to the portal. If you’re copying your generic client portal link, the system won’t know who the recipient is—your client will be brought right to the login page and will not be prompted to create a password.
2. When your client clicks the client portal link from their email, they’ll be prompted to create a password.
3. They’ll enter their new password on the login page, then click Log In.
From here, your client will be brought to their client portal–here’s what they can and cannot see.
When they log in in the future, they can access the portal with the email address that is associated with their project and the password they’ve set for themselves.
If your client has already set a password:
1. First, share your client portal link with your client.
2. When your client clicks the client portal link, they’ll be brought to the login page. They’ll enter their email and password, then click Log In.
HoneyBook Tip: They can also use the Forgot Password link if they need to reset.
From here, your client will be brought to their client portal–here’s what they can and cannot see.
What your client sees once they’re logged in to the portal
Once your client is logged in, they’ll be able to view:
The Activity tab, where they can review important activity such as when files were sent and email correspondence, as well as send you a message
The Files tab, where they can view and act upon any documents or attachments that have been sent
The Payments tab, where they can review their payment schedule and make upcoming payments
The project details as you’ve set them—they will not, however, be able to edit these details
The Upload button, where they can upload images and files of their own into the project workspace for all participants to view
When your client is logged in, they will NOT be able to:
View the grey toolbar on the right side of your project, which includes your internal notes, tasks, automations, etc.
View any banners of conflicting projects
View your other projects (that they're not added to as a participant), your pipeline, your account details, etc.
Create HoneyBook files of their own
Click to schedule a meeting
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!