HoneyBook is your one-stop shop to build, manage, and strengthen client relationships. From project organization and communication to automated referrals, you’ll find the tools you need to grow your business with confidence.
Before you start
Set up your projects in HoneyBook, since most client management tools are project-based
Integrate your email if you want messages to sync across HoneyBook and your inbox
Review your referral request settings if you want to automatically prompt past clients to share your business
What is a client in HoneyBook?
Clients: People who’ve booked with you (signed a contract or made a payment)
Leads: Interested contacts who haven’t yet booked
Learn how to manage leads in HoneyBook
Stay organized with client management tools
Projects: Hubs that store all communication, files, participants, and details related to a specific job or event
Pipeline: Tracks projects by stage, giving you visibility into where each client stands in your booking process
Contact workspace: Shows the full history with a client: emails, payments, files, and multiple projects
📚 Tip
Use contact workspaces to view client lifetime value and manage ongoing relationships.
Communicate with clients in HoneyBook
Email integration: Sync HoneyBook with your email provider so replies appear in both HoneyBook and your inbox
Messaging options: Send emails from projects, contact workspaces, or automations
Client view: Preview smart files and explore the client portal to understand exactly what your clients see
Streamline your process
Automations: Set tasks, emails, and files to send automatically at the right time
Smart files: Combine multiple steps—such as service selection, contract signing, and payment—into one seamless document
You can also send yourself a test of any file that you’re working on, to understand the full client experience from file receipt to completion
Scheduler: Share your availability and let clients book time directly on your HoneyBook calendar
Integrations: Connect HoneyBook with tools like QuickBooks, Zapier, and Meta
Build stronger relationships with automated referrals
Why referrals matter
Word-of-mouth is one of the most powerful ways to grow your business. Yet asking for referrals often feels awkward—or gets forgotten. HoneyBook makes it easy and timely.
How referral requests work
When HoneyBook identifies that a project might be completed, it’ll suggest you send a referral request. You’ll see:
Notification center alert → lets you know a referral email is ready
Project workspace banner → appears in the activity feed if you enter the project manually
Selecting any of these options opens the email composer with a pre-written referral email and referral link included
The referral link:
Directs clients to a pre-created lead form (editable in your account)
Captures contact details and “who referred you”
Automatically attributes the lead source as a “Client referral,” as long as you keep the “Who referred you?” question in the lead form
The feature is on by default, and you can choose what lead form is attached from a dropdown in your settings
Clients can copy and share the link anywhere—email, text, or social media
You can turn off the feature by doing the following:
From your navigation menu, select your company logo > Company settings
Select HoneyBook AI
Under “AI Preferences,” turn off Client referral suggestions
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!