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

Answers to frequently-asked questions about how clients can pay, having them pay transaction fees, and getting receipts.

FAQ: Client payment methods

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

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

Customize the client portal login screen

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

What happens when your client gets into the client portal and how they'll navigate around.

Your clients' experience with the client portal

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

What to do if your domain connection fails

All about the different ways to share your client portal, and the respective client experiences

Share the client portal so your clients can finish smart files

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 client workspace, like viewing their client worth, making notes, or sending a message.

Find and use the client workspace

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

Take notes on a client

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

Client workspace FAQs

Find out how to create profiles for your contacts and leads so you can manage your relationship with them.

Create contacts and leads

Client Workspace

All about how SMS text reminders work with HoneyBook.

Send automated SMS reminders to your 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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