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

Discover all the ways your clients can log in to and access their HoneyBook client portal

How clients access the HoneyBook client portal

Add your logo and brand colors to personalize the login screen your clients see

Customize the client portal login screen

Use custom fonts, colors, and images to give clients a seamless, branded portal experience

Brand the client portal with your company’s look

See what clients can view in the HoneyBook client portal—like files, messages, and payments—and what stays private to you

What clients can see and do in the client portal

Give clients one place to view files, emails, and updates and learn how to share or disable the HoneyBook client portal as needed

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

Get answers to common questions about client access, login methods, and custom domains

Client portal access and login 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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