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FAQ: Client portal

Answers to frequently-asked questions about the client portal

Updated over a week ago

I'm a client; what is HoneyBook and how do I use it?

HoneyBook is an online platform that keeps all of your (the client's) project information in one place. It provides a dedicated space for all files and communication that you've received, which you can access at any time and from any device.

You can electronically sign contracts, review and submit payments, and send emails through HoneyBook.

When your business sends you a file, it will be emailed to the email address they have on file for you (or shared via direct link). This will include a link to your file, through which you can easily access the full client portal and review all the latest files or activity.

You can always return to your client portal by clicking the link in any email the business has sent you.

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. Whenever you (the business) send files and emails to clients through HoneyBook, they'll always have access to the portal. If you ever need to share a direct link to the client portal with a contact, you can do that, too.

Why would I want to use a custom domain?

One of the most important and consistent experiences you give your clients is your branding. It’s at the forefront of every interaction you have with them. Brand awareness, from a business ownership standpoint, will come across to clients as attention to detail, trustworthiness, and professionalism. Using a custom domain is another way that you can infuse your branding and personalize the client experience, allowing you to put your best foot forward every time.

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!

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