HoneyBook

Defining the terms HoneyBook uses for client experience

Glossary: Client Experiencenavigation

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

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

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

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

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

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

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

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

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

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

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

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.

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

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

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

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

All about how SMS text reminders work with HoneyBook.

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

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