HoneyBook

Defining the terms HoneyBook uses for client experience

Glossary: Client Experience

See what your client experiences in HoneyBook when they work with you

Client Experience

Learn what cards your clients can use to pay with and what banks they can send a bank transfer from

Accepted credit cards and banks for client payments

Learn how clients can pay in HoneyBook, what payment types are supported, and how to handle transaction fees securely and legally

Client payment methods, security, and transaction fee guidelines in HoneyBook

Learn how to change the method your client uses to pay, or remove their credit card or bank account.

Remove or update a previously-saved payment method

Adjust whether your client can use credit cards and bank accounts to make a payment to your invoices

Edit your clients' payment method options

Answers to questions about card-on-file payments, disabling card-on-file payments, and managing these for clients.

Card-on-file payment settings FAQs

Client Payment Methods

Learn about the different ways your clients can log into their portal

How your clients log into the client portal

How to bring your branding front and center so your client can recognize what they're signing into.

Customize the client portal login screen

Customize your client portal with branded colors, fonts, and images for a seamless, professional client experience.

How to customize the client portal with your company’s look and feel

Learn about what your clients can and can't do once they visit the client portal

What's visible to your clients in the client portal

Learn about your different options for sharing the client portal in a project and at the company level.

Share the client portal with your clients

White-label any URLs your clients might use to access the client workspace or finish a smart file.

Set a custom domain for your client portal and smart files

How to handle your domain connection failing, and what to do to fix it.

What to do if your domain connection fails

Answers to frequently-asked questions about how clients will use the client portal, how to access it, and how to use custom domains for it.

Client portal and access FAQs

Client Portal

Learn how to manage your leads and clients from the contact workspace, like viewing client worth, making notes, and sending a message

Find and use the contact workspace

Record meeting notes, jot down important pieces of information, and keep track of any inspiration that comes to you

Take notes on a client

Answers to frequently-asked questions about the contact workspace, how it's different from projects, and what shows up in it.

Contact workspace FAQs

Client Workspace

How SMS text reminders work with HoneyBook

Send automated SMS reminders to clients

Answers to frequently-asked questions about sending automated text reminders to clients

SMS reminders FAQs

Common reasons SMS reminders may not be sending as intended, and steps to resolve

Fix an issue with SMS reminders

SMS Messaging

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