How to increase your productivity with the HoneyBook mobile app 

Man using the HoneyBook mobile app

Learn how the HoneyBook mobile app enables you to work more productively. With tools to manage your clientflow at your fingertips, you can respond to clients faster, win business, and stay organized while you’re on the go. 

Man using the HoneyBook mobile app

As an independent business owner, you’re frequently on the go. After all, one of the benefits of being an independent is the freedom and flexibility to set a schedule that works best for you. But between client meetings, vendor visits, networking events, and your personal life, you need tools that support your schedule and manage everything no matter where you are. 

The HoneyBook mobile app is the best option for busy independent business owners. With your work at your fingertips, you’ll never miss a new inquiry or a client message again, and you can keep your business going no matter where you are or what you’re doing. Plus, you can leverage HoneyBook AI features to work smarter. 

Learn all the ways you can use the HoneyBook mobile app alongside your desktop account so you can manage your clientflow any way you need, even when you’re on the go. 

Download the HoneyBook mobile app

Manage your business from anywhere and leverage HoneyBook’s AI capabilities.

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1. Get a bird’s eye view of projects and tasks

Sometimes it’s nice to see what’s on your plate before you even open your laptop for the day. Use the app to see your entire pipeline, so you can view all your projects and their current statuses from the palm of your hand.

From your project pipeline, you can also tap into a specific project to start working, whether you need to view your clients’ details, email them, or review project files. 

41% of business owners say their biggest challenge is staying on top of all their tasks. If you relate, the HoneyBook app can help you prioritize and work more efficiently. View your full task list so you know what to focus on, as well as what your team members are working on. 

HoneyBook mobile app

2. Manage your schedule and calendar

Along with your tasks, you can see what’s coming up on your schedule through the HoneyBook calendar. Sync your external calendars (Google, iCal, Outlook, etc.) to view everything in one place, including HoneyBook projects, client meetings, personal time, and more. 

With all of your time accurately represented, it also makes it easier to schedule new meetings with leads and clients. Just share your scheduler link directly from the app. Your clients will only be able to schedule a time that’s available, helping you reduce unnecessary back-and-forth to find a time that works for both of you. 

Related Post

How to use scheduling throughout your clientflow

Person using scheduling throughout their clientflow with a calendar and an app

3. Get valuable notifications about leads, clients, and projects

With push notifications turned on, the HoneyBook mobile app will give you valuable reminders and updates. Have you ever had a new inquiry slip through the cracks? If so, you know it usually has to do with how fast you respond. 

HoneyBook’s AI-powered priority leads notifications improve response time by 20%, and according to a recent survey, a one-minute response time can lead to 391% more conversions. This means it’s crucial to know when someone has inquired, and the app will notify you every time you have a new lead so you can respond ASAP.

Even better, the HoneyBook AI composer can help you reply to new leads at the push of a button with an instantly generated response personalized to that inquiry. All you have to do is review, edit if needed, and send. It’s as simple as that. 

Pro tip

The HoneyBook AI composer does all the work for you to respond to inquiries so you can save time and reply faster. But, if you want to create your own message manually, you can still use honeybook automations to save time. 

The app can also notify you when: 

  • A client sends a message
  • A client views a file
  • A client signs a contract
  • A client pays an invoice (turn your sound for a satisfying cha-ching!)
  • You have a task coming up or outstanding

These timely notifications help you stay on top of your project and client progress in real-time, so you always know what’s happening. You can always toggle your notifications on or off as well so you’re only getting the ones you care about the most. You’ll never have to wonder if your client has viewed their contract or still has to pay–HoneyBook has it covered! 

Turn on your notifications to know when you have valuable leads

With push notifications turned on in the HoneyBook mobile app, you’ll be notified whenever you have a more valuable lead.

Turn on notifications

To receive HoneyBook’s priority lead notifications, make sure you’re using a HoneyBook contact form. HoneyBook uses a machine-learning model that combines the data from your past bookings as well as the data submitted via your contact form to identify which leads are most valuable to your business. You’ll know when you have leads who are more likely to book, leads who may have high-value projects, and leads who are likely to book with a high-value project.

Priority lead notifications enable you to prioritize valuable leads in your sales process These leads have a 30% increased chance of getting booked, and they’re 2x more profitable on average, compared to a standard lead. Reach out from the app quickly with the AI composer (or set up automations) so these prospects know you’re interested in their business.  

4. Respond to inquiries instantly even when you’re short on time

Our research shows that 86% of prospective clients book with the independent business that gets back to them first, showing how crucial it is to respond promptly.

Within your account on desktop or the HoneyBook mobile app, the AI composer is the easiest way to send a quick, personalized message to incoming leads. With the push of a button, you can be the first business to respond and provide a custom message to each potential client. 

Whenever an inquiry fills out your HoneyBook contact form, the AI composer will extract their answers along with your company name and industry type to develop a unique message. You’ll see the AI-generated response suggested in the HoneyBook mobile app, but you still have full control over the message and can edit or create your own reply before responding. 

Though the composer uses AI technology, it can still perfectly capture your tone and style so you aren’t sacrificing your brand. Just choose the tone that suits you the best, whether it’s more friendly, confident, formal, or other. 

Combined with the power of HoneyBook’s priority lead notifications, these AI capabilities enable you to win more valuable business faster than ever before and unlock greater revenue potential. 

5. Maintain communication with clients while you’re on the go

Your touchpoints with clients are crucial to moving projects forward, providing updates, and offering a great client experience. With the HoneyBook mobile app, you can ensure you’re staying connected with your clients even when you’re on the move. 

Any emails to clients within your HoneyBook projects will show up in one place on desktop and mobile–no more sifting through endless email threads to find what you need and respond. When you’re on the go, you can easily send emails to clients through the app as well. Plus, you can share HoneyBook files or other attachments like invoices and contracts, to move your booking process forward without delay. 

If you find you need to edit your files when away from your computer, you can also do that through the app. Say one of your clients changes their mind right before booking. No problem–you can easily update their invoice and contract and promptly resend it to them. By allowing you to adapt quickly to your client’s needs, the HoneyBook app helps you enhance your client experience. 

6. Track time for more accurate billing

The HoneyBook mobile app also includes a time tracking feature, which is especially helpful for businesses that bill their clients at an hourly rate. If you’re a photographer, for example, you can use the stopwatch for more accurate time tracking while you’re at a shoot in real time. 

If you don’t want to track time IRL, or if you forget, you can also use the tool to log your time retroactively. Once your time is captured, you can create an invoice directly from the hours worked for more accurate billing. 

7. Save time and keep your clientflow moving

Altogether, the HoneyBook mobile app gives you the tools you need to keep your clientflow moving, even when you’re on the go. 

Easily search for any project, file, message, or contact so you can quickly find what you need. Then, work on your current projects or create new projects–all from the app. 

You can also view your HoneyBook reports to check on your financials or payments while away from your desk. Stay on top of your gross bookings, outstanding payments, booked projects, and more.

With access to your business at your fingertips, you’ll reduce client friction and maintain a streamlined clientflow from capturing new business to qualifying leads, booking, managing projects, and maintaining relationships. 

Download the HoneyBook mobile app

Manage your entire clientflow even when you’re on the go.

Plus, leverage AI to reply to new inquires instantly.

Download the app

How to protect your business with HoneyBook contracts

Person signing a HoneyBook contract

Learn how to use HoneyBook contracts to protect your business, book clients faster, and provide a great client experience. 

What’s a major source of headaches in your business? For many independent business owners, difficult clients can be a big one. We hope that the majority of clients are delightful and easy to work with. But, there will always be those moments when your clients are hard to get a hold of, trying to go out of scope, not making payments on time, and more. 

The best way to ensure smooth relationships and projects is through effective business contracts. Your contracts will help you set expectations, avoid disputes, protect your business, and ensure a great client experience. 

If you’re not using contracts yet or don’t feel confident with your existing ones, you can get started easily with HoneyBook’s online contracts. HoneyBook is an all-in-one platform and contracts are part of a robust set of tools to manage your entire clientflow from client intake to project closure and beyond.

By using HoneyBook’s professional contracts, you can protect yourself and your clients while making your work process much more efficient. 

How to use HoneyBook contracts:

1. Start with lawyer-written contract templates

You can’t just put down the bare minimum contract terms on a document and call it a day. It’s crucial that your contracts are legally sound so you can actually use them to get back on track with clients or handle disputes. 

Using HoneyBook, you have access to lawyer-written contract templates created for a variety of business types and service offerings. We also always recommend consulting with a business lawyer to determine the specific contract clauses and details relevant to your business. But, HoneyBook contract templates are a great place to start. 

Each template is easy to update with your own language and branding so, together with your other business materials, they create a cohesive client experience. Whether you’re looking for a contractor agreement or a simple contract for services, you can find a template or build your own. If you have your own contracts you can easily import them into HoneyBook or use our free file transformation service as well. Either way, HoneyBook makes it easy to create and edit your contracts, save them as templates, and send them to clients in minutes. 

Explore our free contract templates

Browse attorney-reviewed contract templates to use inside HoneyBook or download as a PDF.

Browse contract templates

2. Combine contract signing with service selection and payment

We know signing a contract is just one part of your booking process and broader clientflow. That’s why HoneyBook contracts can connect with other important steps, like service selection and payment. 

It all depends on your unique workflow. You always have the option to send your contracts separately, but it can help streamline your booking process to combine them with other actions as well. 

For example, if you usually send an invoice right after your clients sign a contract, why not combine them into one file? Doing so can give you peace of mind by creating a more simple and faster booking experience. You can also create a single file that allows new clients to select their services first before moving on to the contract signing and invoice stage, thereby offering instant booking.

By combining actions, your clients have the opportunity to review all your terms before paying. They can always return to you with questions, but requiring the contract signature before payment means they’re more likely to review everything, rather than just skimming through. 

Pro tip

HoneyBook automations let you book clients even faster, without sacrificing professionalism. If you have services that can be booked instantly, use automations to send an all-in-one booking file (service selection, invoice, and contract) as soon as someone inquires.

3. Leverage smart fields to pull in client and project information

Contracts can take hours to pull together manually–not only if you’re starting from scratch, but even customizing them for each client and project. 

With HoneyBook, the process is much faster. Using smart fields, you can dynamically pull client and project information into your contracts. 

When using HoneyBook smart files to create a contract, simply insert a smart field and choose from the drop-down list of options. You can pull in information about your client using what they provided in your contact form, such as their name, project name, project location, project date, and more. Or, pull in information from questions you asked earlier in the file. 

You can also control permissions to allow clients to edit, prohibit editing, or make it so that certain smart fields are required to be filled out before moving on. 

4. Dynamically include payment or services recaps

With every new contract, you’ll have a new set of services and payment terms. Instead of manually including them for each client, let HoneyBook dynamically add them to your contracts. 

If you’ve included an invoice and/or services in the same file, you can include payment and services recaps. These dynamic content blocks pull from the details that are already in the file, so you don’t have to worry about re-typing everything and wasting precious time getting your contract ready. 

By easily adding payment and services recaps, your client will have the full scope and payment terms before signing and moving forward. It will help avoid scope creep or nonpayment by enhancing transparency and clarity for both parties. 

5. Enable your clients to eSign for added security and convenience

When your clients are ready to sign the contract and move forward, they can eSign from anywhere. You can send your HoneyBook contracts as a file via email or a direct link, and your clients can also open them on mobile. 

For added security, HoneyBook also includes two-step verification via access codes for any files with contracts or invoices. Though we highly recommend using vertification, you can also turn this setting off if you prefer. 

Your clients will expect a secure, simple contract signing process, and HoneyBook enables you to meet their needs. With electronic signatures, you can move forward with projects faster and make it easy to include additional participants in the process. 

If you or your clients want a physical copy of their contract, you can always print files from HoneyBook. 

6. Edit and resend contracts even while you’re on the go 

It’s always good to review your contract terms with your clients and enter a negotiation period before signing. During this step, it gives your clients the opportunity to ask any clarifying questions about terms and clauses. Ensuring they’re clear on the agreement before signing is critical to mutual understanding and great client relationships. 

It may also mean your client wants to make small tweaks before the final signature and payment. If so, HoneyBook makes it easy to edit and resend contracts. With the HoneyBook mobile app, you can even view all your clients’ contracts and edit them while you’re away from your computer. 

Once you’ve made an edit, you can resend it to your client for their review and signature, while saving all of your file’s version history. 

7. Stay organized with contract management and activity tracking

Your contracts are a single source of truth for all of your projects and clients, so it’s important to keep them organized and up-to-date. Inside HoneyBook, you can save all of your contract templates in your account and organize them into folders. 

Once they’ve been sent to a client, you’ll also be able to find and view them within their respective projects. Plus, you can view all contract revisions and history. Since the contract is such an important piece of your clientflow, it’s always easy to find and update inside HoneyBook.

Since you’re probably juggling multiple clients and projects at the same time, it helps to know who’s received their contract and who’s waiting to sign. To keep track easily, each contract shows whether it’s been sent, viewed by the client, signed, and paid (if it included an invoice). 

By managing and tracking all your contracts in HoneyBook, you’ll feel more confident knowing where everything is and where your projects stand. 

Use HoneyBook contracts for a more streamlined booking process

HoneyBook contracts enable you to protect your business and book clients quickly, efficiently, and securely. 

Not only will you successfully set expectations with clients, but you can do so in a way that connects contract signing with other key parts of your clientflow. With everything connected, your clients will enjoy a great experience, and you’ll avoid miscommunication or unmet expectations. 

Get started with a variety of online contract templates. 

Disclaimer: For specific legal and professional advice, please consult an authorized professional.

Send professional online contracts

Use ready-made attorney-review contract templates on HoneyBook. 

Get started

HoneyBook plans – which one is right for you?

Person on laptop looking at HoneyBook plans

HoneyBook pricing plans are designed to meet your needs at different stages of growth, so you’re only paying for what you need. Learn more about each plan to choose the one that fits your business.

Managing an independent business is all about freedom and flexibility, but that means investing in your work looks different from other types of businesses. You need the right tools that allow for customization, and you need them at the right price point. 

If you try to fit your business into systems with a “one size fits all” approach to pricing, you’ll risk money left on the table and tools you don’t fully use. 

That’s why HoneyBook’s plans are designed specifically for independents. To effectively manage your clientflow in the most efficient way, you can invest in HoneyBook as you scale and grow. Start with what you need and upgrade when you’re ready. 

Jump to: 

What are HoneyBook’s current pricing plans?

As of February 2023, HoneyBook offers a Starter, Essentials, and Premium pricing plan. 

Starter

$16/mo billed yearly

Easily create seamless client experiences.

What’s included:

  •  Unlimited clients and projects
  • Invoices and payments
  • Proposals and contracts
  • Calendar
  • All professional templates
  • Client portal
  • Basic reports

Essentials

$32/mo billed yearly

Grow with added customization, productivity, and automation tools.

Access everything in the Starter plan, plus: 

  • Scheduler
  • Automations
  • QuickBooks Online integration
  • Up to 2 team members
  • Expense management 
  • Profit and loss
  • Remove Powered by HoneyBook
  • Standard reports

Premium

$66/mo billed yearly

Scale up with priority support and more efficiency for your whole team.

Access everything in the Essentials plan, plus: 

  • Unlimited team members 
  • Priority support
  • Multiple companies
  • Onboarding specialist
  • Advanced reports
Explore HoneyBook’s pricing plans

If you’re already a HoneyBook member or used HoneyBook in the past, you might notice that we’ve updated our prices. As more businesses use HoneyBook from different industries and stages of growth, we’ve adjusted our offering to ensure we’re better serving more members and independent businesses. Furthermore, we want to make it easier to get the tools you need and make sure you aren’t investing in areas you may not be ready for yet. 

What do the new plans mean for current members?

If you’re already a HoneyBook member, our new pricing plans won’t affect you at this time. You’ll remain on your current plan without any changes, so you can continue your work and ensure your clientflow remains the same. 

For most current members, you’ll retain all the features within the Essentials plan. As we add new features to Essentials, you’ll gain access to these as well. If there are Premium features you’d like to access, you will need to upgrade to that plan. 

Which plan is right for you?

So, which plan makes the most sense for your business? When investing in software, it isn’t always easy to determine what makes sense for your current budget and needs, compared to the tools you may need to evolve and grow. 

We’ve broken down each plan below so you can learn more about what works for different businesses. 

Starter plan

The HoneyBook Starter plan is great for independents who are looking to start making their processes more streamlined, save time for you and your clients, and reduce the stress you might feel from being everywhere at once. 

This plan focuses on helping you book clients faster through the use of an online invoice, online contract, and payments. With online payment software, you can track your revenue and make it easier to understand your cash flow. Using the calendar, you’ll also save time and stay on top of your schedule. 

With HoneyBook’s unlimited templates, you can also ensure your branding is consistent throughout your process of communicating with clients and booking them. 

The Starter plan is great for you if you’re…

  • Just starting your business and looking to get organized
  • Stressed out about using too many tools
  • Still using pen and paper to manage your business
  • Finding it hard to create a branded experience for your clients
  • Looking to leverage more professional templates for your core business needs (like invoicing, contracts, onboarding packets, and more)

Essentials plan

The Essentials plan is the best option for independents focused on growth, and the most popular for independent businesses. Whether that means solidifying your brand, converting more leads, or taking on more projects, Essentials has all the tools you need. 

Manage your time and convert leads to clients with booking tools you can use with the HoneyBook Scheduler. With automations, you can ensure you’re following up with inquiries immediately and with the right information, moving them closer to conversion. Have a lot of clients who are ready to book and pay immediately? These tools facilitate that process, from first inquiry to booking and scheduling.

The Essentials plan also offers Quickbooks integration to make your accounting process more efficient, along with expense management and profit and loss reports. For growing teams, add up to two team members to make sure everyone has access to the same file templates, client information, calendar, and more. 

The Essentials plan is great for you if you’re…

  • A solo business owner or a manage a small team of employees
  • Looking for an easy way to schedule sessions with clients, including discovery calls, coaching sessions, mini sessions, and meetings
  • Using a lot of repetitive tasks in your day-to-day that you can reduce through automation
  • Ready to solidify your brand throughout your entire clientflow, with customizable file templates that can incorporate your look and feel
  • Interested in tools that you can customize to fit your processes, including booking, project management, and collaboration
  • Looking to integrate your HoneyBook account with additional tools, like Quickbooks, Calendly, Zapier, Meta ads, and more
  • Needing an all-in-one tool to track payments, expenses, and cash flow 
  • Managing a small team and need to specify roles and permissions within your HoneyBook account 

Premium plan

Advanced independent businesses who are ready to scale will benefit the most from the HoneyBook Premium plan. 

If you have a growing team, this plan allows you to add unlimited team members. Diversifying your business or expanding? You can also add multiple companies so all of your businesses are in one place. 

Members with the Premium plan also have access to priority support and a dedicated onboarding specialist within the first 90 days, so you can get set up quickly to accomplish your goals with HoneyBook. 

The Premium plan is great for you if you’re…

  • Overseeing multiple companies and needing one place to manage it all
  • Managing a team and needing a better way for them to work with your clients and manage tasks
  • Looking for advanced reporting about your business health and finances
  • Interested in a dedicated onboarding specialist who can understand the ins and outs of your business in order to successfully set up and optimize your account within the first 90 days
  • Working with external partners and need a better way to manage your communications in real time

What comes with a free HoneyBook trial?

Not ready to commit yet? You can also try HoneyBook free for seven days to see how the functionality works for your business. There’s no credit card required, and you can cancel at any time, making it a risk-free way to explore HoneyBook. 

During your trial, you’ll receive HoneyBook’s full functionality, excluding the additional services offered in the Premium plan. You’ll be able to test each tool and see which ones help you save the most time, connect steps in your process, enhance your brand, and more. If there are any that you feel you don’t need, you can determine which plan best fits your needs and only pay for that plan. 

Grow your business with HoneyBook

Independent businesses come from many industries and stages of growth. From the photographer booking clients after their 9-to-5 to the consultant who services multiple industries, each business has unique needs. 

HoneyBook offers a clientflow platform that’s designed specifically for independents. From the initial contact with clients to booking and delivering services, you need one place to do it all. 

With pricing that can scale with your business, HoneyBook can become a trusted partner that sees your business through its evolution over time. Explore our pricing plans in depth and see which plan is right for you. 

How to gain extra cash with HoneyBook referrals

Two people discussing the HoneyBook referral program

Every HoneyBook member can participate in the referral program, which gives you extra cash you can spend on anything! It’s easy to get started by using your unique referral link inside your account.

Two people discussing the HoneyBook referral program

Did you know all HoneyBook members have the opportunity to generate passive income? Through our referral program, you can help other businesses succeed, position yourself as a leader in your niche, and gain extra cash to spend on anything. 

Join thousands of HoneyBook members who’ve partnered with us to generate nearly $300,000* in extra income. We’re inviting you to reap the benefits, including: 

  • The ability to offer HoneyBook for 25% off for your referrals’ first year of use
  • You get can get up to $50 through referral if you’ve transacted less than $2,000 in HoneyBook
  • If you’ve transacted more than $2,000, you can get up to $200

Share your referral link

As soon as you become a HoneyBook member, you get a unique referral link that you can access inside your account. 

All you need to do is start sharing your link and communicating about how your referrals can get started with HoneyBook. You can follow several different best practices to share your link, whether you’re looking to leverage your social accounts, website, business connections, and more. Each takes little effort to set up, and no effort to maintain: 

  • 1:1 communications – Chatting with a colleague or friend? If they’re an independent business owner like you, just send them a quick note with your referral link! 
  • Instagram stories – Everyone can put links in their stories now, so you can continually post and link directly to your unique URL. Create a quick video about how much you love HoneyBook or spin up a simple graphic in Canva that you can easily post again and again.
  • Link in bio – Leverage your social media followers by putting your referral link in your bio! Make it easy for those who are interested to click and sign up from your page. 
  • Facebook and LinkedIn groups – If you’re a member of any online groups related to your industry, see if you can post your link. A lot of the time, HoneyBook can be an excellent solution for colleagues asking for help, so it can be a great way to reply to questions and comments. 
  • Business communities – If you’re a part of any business communities that meet up in person, you can easily mention HoneyBook when you have speaking opportunities or even while getting to know your colleagues at networking events. 
  • Blog posts – Have any blog posts on your site that perform well? Include a CTA with your referral link if the target audience can benefit from it. You can turn SEO traffic into passive income.
  • Website CTAs – Include links to your referral page throughout your website (where it makes sense). For instance, you can include a CTA on your about page where you mention your business expertise. 

Leverage your business expertise

Once you know someone’s interested in HoneyBook, it gives you an excellent opportunity to leverage your business expertise. Using the referral program isn’t just about generating extra cash; it’s also about helping other businesses and positioning yourself as a leader in your space. 

When you help other business owners get set up with tools that help them succeed, you can grow your network and establish a reputation based on sharing best business practices.  

Use the template below to show your leadership and direct your colleagues to your referral link. You can tweak the template as needed to make sense for your 1:1 referrals, social followers, website referrals, and more. We also recommend making it more personalized to the person you’re communicating with. 

Copy/paste template:

Referral email

Hi [Name],

I’ve been admiring your business and the latest work you’ve accomplished! I noticed your business is growing quickly, and I wanted to recommend something that’s helped me a ton. 

HoneyBook is an all-in-one business management platform you can use to capture leads, nurture them with your sales process, book them quickly, and deliver your projects! I’ve been using it to manage my processes from start to finish, and it’s helped me [name a benefit]. 

If you’re interested, I’d love to help you get started at just $1 per month for your first six months. The HoneyBook team has a lot of great resources to help you get set up, and I’m always here if you have questions. 

Let me know what you think!

Sincerely, 

[Name]

Get payouts you can use for anything

Once you have referrals using your link, you’ll both reap the rewards–it’s a win-win!

You can track each payout in your referral tracking dashboard within your account so you always know when you can expect extra cash. You’ll get payouts through the bank account that you set up in your HoneyBook account.

Then, all you need to do is figure out how to use the money….

How about reinvesting in your business?

  • Buy new equipment
  • Download new software
  • Stock up on supplies you need

Or, take the break that you deserve!

  • Treat yourself to dinner
  • Book a staycation
  • Hit the spa

You can also use the payments to get what you need: 

  • Fill that gas tank (up to the top!)
  • Buy what’s been in your Amazon shopping cart for weeks
  • Set it aside for your savings

Use it on anything and everything! It’s yours to save, spend, or invest.

Get the most out of your HoneyBook account

HoneyBook lets you manage more in less time, and now you can make more cash with less effort too. Our referral program lets you make the most of your account with the ability to generate passive income. 

Every time you experience a new benefit with HoneyBook, consider who could benefit as well. The more you share, the more cash you’ll bring in!

*Please note that HoneyBook limits referral revenue to $10,000 for members who are not a part of the HoneyBook Educator program. View the full terms and conditions here.