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 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

Control how clients pay invoices in HoneyBook. Choose payment methods, require autopay, allow tips, and set payment schedules—without turning payments off.

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

Learn why your domain connection may fail when linking to HoneyBook and how to fix common setup or subdomain errors

Fix a failed domain connection in HoneyBook

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

Learn how HoneyBook SMS reminders work, when they send, who receives them, and how clients can opt in, opt out, or view reminder statuses

Understand and manage SMS reminders in HoneyBook

Learn why SMS reminders may not send or deliver as expected and how to fix common issues with client or payment notifications

Troubleshoot SMS reminder issues in HoneyBook

SMS Messaging

Community

Blog

Independent Business Podcast

Pros Marketplace

Free File Setup

Connect with the Community

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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