Before Honeybook we’d send our clients a PDF with a bunch of questions on it. Sometimes their replies would get lost in the shuffle, or we’d forget to remind them to fill it out. It was a messy system. With HB’s questionnaires, everything is under their project file so it’s easy to find. You can also send automated email reminders for them to fill it out, one less thing for you to remember to do! We send each client a short feedback questionnaire one week after we’ve delivered their gallery. This feedback is crucial for improving your your service and experience with your couples!
You can create proposal templates that have invoices and contracts in them to send to clients. Contract signing is done online and is easy-peasy. Invoices are easy to create and you can add certain amounts to be billed at certain times for retainer fees and deposits. Invoices can be paid online by credit card or bank transfer, but you can also mark it paid if you receive cash or check. You can even set up auto reminder emails to go out to clients!
Pro tip: At the end of our feedback questionnaire we include a prompt for them to leave a Google and Facebook review. It’s perfect because they’re already in a writing mood and they’ve just reflected on how much they loved their day and working with you!
Pro tip: You can set up the invoice to only accept bank transfers and avoid that pesky 2.9% credit card fee. If a client asks to pay by credit card, you can always make that option available to just them upon request.
Honeybook’s calendar is easy to use and automatically adds all of your project dates, client meetings, and personal events that you schedule. This saves you the trouble of adding anything to a calendar yourself. It also prevents you from double booking.
HB calendar also syncs up to your gmail and Calendly accounts. This makes it seamless to see all of your important dates and meetings right on your phone.
Honeybook workflows are the ultimate automation timesavers. You can create a workflow to automate an alert to you, an email to the client, or a questionnaire to the client, and set it to go at a specific time. For example, our elopement workflow sends us an automated alert to create a day-of timeline 8 weeks before the project date. Another example is the feedback questionnaire is automatically sent to the client (upon our approval) 5 weeks after the project date.
The iPhone app lets you access client info on your phone and save things without wifi/data.
Upload your own images to customize project files, add to your templates, or send pictures to clients.
Visit the Honeybook Community to connect with other industry pros, and list or apply for jobs.
Track and analyze data like revenue, outstanding payments, and where leads are coming from.
Hope you're enjoying all these nuggets of knowledge.