Skip to main content

Manage your client relationships in HoneyBook

Manage clients in HoneyBook—organize projects, communicate easily, and send automated referral requests to grow your business

Updated this week

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


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


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

  • 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

  1. When HoneyBook identifies that a project might be completed, it’ll suggest you send a referral request. You’ll see:

    1. Notification center alert → lets you know a referral email is ready

    2. Project workspace banner → appears in the activity feed if you enter the project manually

  2. Selecting any of these options opens the email composer with a pre-written referral email and referral link included

  3. The referral link:

    1. Directs clients to a pre-created lead form (editable in your account)

    2. Captures contact details and “who referred you”

    3. Automatically attributes the lead source as a “Client referral,” as long as you keep the “Who referred you?” question in the lead form

  4. The feature is on by default, and you can choose what lead form is attached from a dropdown in your settings

    1. Clients can copy and share the link anywhere—email, text, or social media

    2. You can turn off the feature by doing the following:

      1. From your navigation menu, select your company logo > Company settings

      2. 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!