In HoneyBook, your client portal software is a client-facing space where your clients can go to access all past and present communications, payments, signatures, and meetings. This space is entirely customizable to you and your brand, all the way down to the URL of the page itself!

Your clients can use this space to re-read documents you’ve exchanged, message you, schedule meetings, or make any upcoming payments. Our client portal software keeps everything organized for you and your clients.

That means you won’t have to hunt down and resend files your clients ask for or misplace. Simply refer them to their client portal for easy access to everything you and your client(s) have exchanged.

Your clients do not need a HoneyBook account or any kind of login information to get access to their client portal software. You can, however, prompt your clients to create a login to their client portal if you’d like them to.

Anytime you share a file through HoneyBook, we’ll automatically grant your clients access to their portal. Files in HoneyBook are shared via an encrypted link to your client’s email which connects them to that file you’ve just sent inside of HoneyBook. They simply click the button in their email and the HoneyBook webpage will automatically open; no login needed! Once they’re done interacting with the file you sent (i.e. making a payment, answering some questions, or signing an online contract) they’ll be dropped off into the client portal space.

If you’d like to share a link directly to their client portal specifically you can do so via the project workspace itself or by copy and pasting the link from your Client Portal & Custom Domains tab.

When you use our client portal software, your clients will be able to review all of your communication back and forth from the beginning of the project. They can reply to your ongoing thread, make payments, sign documents, or answer any questions in forms you’ve shared with them. They will also be able to access any scheduling links you’ve shared with them and book meetings.

They will not be able to see any private details between you and your team members or adjust any business-facing information. Their client portal is simply meant to act as one organized location to view all of the information exchanged between the two of you.

While HoneyBook is best known for providing a powerful all-in-one clientflow management platform to make your life easier — offering the same organizational benefits to your clients certainly gives you a leg up on the competition. The client portal software gives your clients visibility into the process with you so there is less confusion or time spent going back and forth. When your clients have transparency with you, plus a professional, branded workspace with all the details they need, they’ll trust you more. The more they trust you, the more likely they are to book you and even refer you to other potential clients. Trust = loyalty = $$$, it’s as simple as that!

The benefit of our client portal software is that your client portal will be completely branded for you, even down to the URL of the webpage your clients visit to access their client portal! Your logo, imagery, colors, business name, and information will all be front and center. All you have to do is set up your brand elements in HoneyBook. When you’re ready to share the portal with your clients, it will be like sharing an extension of your website where they can log in to access all their specific job details and communicate with you.