It’s no secret around here that I am a HUGE fan of HoneyBook*. I truly believe that HoneyBook is THE essential CRM (client relationship management) tool for creative business owners. I have been using HoneyBook as my CRM since 2015 and I have never looked back! From their Workflow Tool to their Task Management Tool to their company values, there is just so much to love about this company and their software.
You can read more about why I chose Honeybook in this blog post ❤️ The Top 15 Reasons Why I Chose Honeybook to Manage My Creative Small Business
Today though, I want to give you a little update on a few new features that Honeybook has released in recent months. And hey, this is just another reason to love this program, their development team is always listening to feedback from users and seeking to improve the software & better serve small business owners.
To start, I wanted to touch on the most recent development from HoneyBook, the COVID-19 Toolkit. In response to the COVID-19 outbreak, HoneyBook stepped up and created a dedicated page of resources for small business owners who are navigating through cancellations, rescheduling, client concerns, and just the general challenges associated with this crisis and business ownership.
They’ve gone above and beyond with this free toolkit, offering a helping hand to business owners with 13 email templates (specific to the COVID response), contract templates and amendments, legal resources, live webinars, a real-time resource library and so much more! I just have to say, this quick and helpful response from HoneyBook is seriously impressive – a big thanks to the HoneyBook team for having our backs!
If you are interested in watching their recent webinar, Coronavirus & Your Business, click HERE.
Oh yay! A more streamlined and efficient way to manage your client meetings and scheduling!
One of the most time-consuming and honestly frustrating parts about a service-based business is managing your schedule – so many meetings!. From back and forth emails with clients to pick a date for their session to rescheduling to simple one-off meetings, running your schedule can feel like a full-time job some days.
And trust me when I say, I don’t think any creative entrepreneur picked up a camera, calligraphy pen, paintbrush, or other instruments because they loved admin tasks.
Say hello to the brand new Honeybook Scheduling tool! The Scheduling tool is an extension of the Honeybook Calendar. This tool allows you to set your availability, create session/meeting types, and share a link to your calendar directly with your clients.
Best of all, it syncs directly with your Honeybook project and your Google Calendar, taking your availability into account and keeping you looped into all meetings that get scheduled by clients.
READ – NO MORE BACK AND FORTH EMAILS!!
Ever wanted to add a vendor or team member to a project but didn’t want them to have access to all the project details like contracts or invoice details? Well ,friend, you are in luck! HoneyBook has a little-known Related Workspace feature, a feature that allows you to create separate lines of communication with participants.
Essentially, your workspace in HoneyBook is your project hub – it’s where all your client communication and documentation is stored. From invoices to questionnaires, this is your home base for everything related to that project. The information inside each workspace is unique to the particular client’s project (i.e. Beth and John’s Wedding or The Smith Family Session)
So, with the related workspace feature, you now have the ability to segment your workspace and create multiple “spaces” within one project. So, for example, say you have an assistant who helps you with post-production. You don’t want to give your assistant access to all the billing details of the project or need them to be looped in on every single email between you and the couple. You really just need them to have access to the post-production section of the project and your post-production workflow. So, with the related workspace feature, you can simply create a workspace solely for post-production and add your team members to that space, managing the post-production process together in that part of the project! Simple as that!
And just in case this all sounds a little confusing or complicated, you can learn more about the specifics on “how to add a related Workspace within a project” here.
And last but not least, let’s talk about integrations! One of my absolute favorite ways to save time and streamline your business. Syncing your various applications together and having them “talk to each other” via Zapier is serious automation gold!
Real quick, if you haven’t used Zapier before, this might be your new best friend. Zapier is an online integration tool that allows you to automate actions between hundreds of applications. And when it comes to your HoneyBook, it specifically allows you to connect over 2,000+ apps to your account so you say “create a new Google Drive folder when a new HoneyBook project is booked” or “add a new Honeybook inquiry to your MailChimp email list”. This app seriously makes your automation and time saving potential ENDLESS.
Don’t underestimate the power of this little tool – check out some articles below on Zapier and how to integrate your HoneyBook account with Zapier!
New to Honeybook?
Now, before I leave you, I want to encourage and empower you to really dive deep into the HoneyBook Help Center. The HoneyBook team has seriously thought of everything as it relates to learning and mastering their CRM. Investing the time on the front end to learn all the different features and how they work together will only benefit you in the long run with all the time-saving goodness that comes with using a CRM for your client work!
If you are new to HoneyBook or are interested in trying it out as your new CRM, check out a few other blogs I’ve written about HoneyBook to learn more and why I love using this CRM for both of my businesses.
- Honeybook Tips: How to Save HOURS using the Workflow and Task Management Tools
- How I Organize My Client Workflows
- How I Use Honeybook and Asana Together
Thank you to HoneyBook – Move Mountains Experience Sponsor!
And last but not least, I just want to say a BIG thank you to HoneyBook, one of our 2020 Move Mountains Experience sponsors. As part of this intimate, 4-month long mastermind experience, my biz bestie, Jordan Jones, and I dive deep into all things workflows, systems, task management, marketing funnels, launches and so much more! HoneyBook has been a Move Mountains sponsor since 2019 and we cannot thank them enough! Thank you for helping us to continue to educate, inspire and impact other creatives on their business journeys!
*Disclaimer: This post includes affiliate links and I would love if you decided to use them. Affiliate links + referrals programs help educators like me to fund the free content that we provide on our blogs.