HoneyBook is a client management platform for independent service businesses such as photographers, event planners, designers, consultants and coaches. It combines proposals, contracts, invoices, scheduling, payments and automations in one place.
A shared client portal keeps project details, messages, files and notes in one space you and each client can see. Lead form links can go on your website, emails or social bios, and contracts, proposals and invoices come pre-filled with client details. HoneyBook AI drafts email replies in your tone, prepares project recaps before meetings, and takes meeting notes with a summary of to-dos. An app for iOS and Android lets you run the business away from your desk.
HoneyBook says it serves businesses from creatives to consultants. Its site names event services such as DJs, florists and venues, marketing services such as social media managers and agencies, and personal services such as doulas, trainers and dog walkers. Home and real estate businesses, including landscapers, organizers and stagers, are listed too. For venues, HoneyBook says you can handle tours, contracts, clients and payments together.
HoneyBook syncs with Gmail and Google Calendar, pulls in leads from Meta lead ads, and lets you pick Zoom for video calls. New leads can be added to a Flodesk email list automatically, and on the Essentials and Premium plans you can also import Canva designs into your HoneyBook Library and connect other apps through Zapier. A migration service included with membership moves your clients, projects and templates into HoneyBook. Human support is available by live chat every day of the week, and a support bot handles quick questions.
Plans are billed per business, monthly or yearly. Starter covers clients and projects, proposals, contracts, invoices, payments, a calendar and basic reports. Essentials adds the scheduler, automations, QuickBooks Online integration, SMS reminders and standard reports, and removes HoneyBook branding. Premium adds unlimited team members, priority support, multiple companies and advanced reports. Payment processing fees apply to client payments. Current prices are in the pricing box above.