- Category
- Operations
- Developer
- HoneyBook, Inc
- Website
- (opens in a new window)
How it works
HoneyBook is where independent businesses and lean teams run their client work: inquiries, proposals, contracts, invoices, payments and the messages in between. Connect your account and work through a whole job in one conversation. Ask which leads are worth chasing and get a ranked answer from your own bookings. Have the proposal built from your saved template. Review it before it goes anywhere. Later, ask who still owes you money, and raise a payment request for whoever does. You approve what it can reach before anything runs, resource by resource, and nothing reaches a client until you send it. Each request runs in an isolated environment, and your credentials are never shared with the model. Built for photographers, event planners, venues, designers and consultants. Requires a HoneyBook account.
What else can you do?
Prioritize quiet leads
HoneyBook Find leads I haven't contacted in two weeks and rank the five most worth following up with, using their project details and client history.
Prepare a client proposal
HoneyBook Prepare a proposal for the client I name using my saved template and their project details. Flag missing scope or pricing information and keep it unsent for my review.
Review overdue balances
HoneyBook List overdue client invoices with balances and due dates. Rank who to follow up with first and explain the priority using amount owed and age of the debt.
What’s included
App
HoneyBook
Skill
- HoneyBook Project Pipeline
Resources
Add the HoneyBook plugin in a few clicks
Availability depends on the plugin, your plan, and workspace settings. Some connections require admin setup or approval. Contact your workspace admin if access is blocked.
