Frequently Asked Questions

HoneyBook

What is HoneyBook and how does it work?

How do I get started on HoneyBook?

What type of support do you offer?

What types of small businesses use HoneyBook?

What features does HoneyBook offer?

Can I import my existing Templates?

Is HoneyBook a CRM?

Proposals

What is a Proposal?

Why should I use a Proposal for my business?

Will my HoneyBook account come with Proposal templates?

How are Proposals different from Invoices or Contracts?

Can I test out a Proposal before I send it to a client?

What other features does HoneyBook offer?

How much does HoneyBook cost?

Invoices

How do I create an online invoice, and why do I need to send online invoices?

Can I send invoices from my mobile device?

Does HoneyBook provide invoice templates?

Can I integrate my QuickBooks account?

How does my invoice get paid and what do clients experience when they pay an online invoice?

Online Payments

What does it take to start using HoneyBook's online payment software?

What are your processing fees?

Do you automatically move client payments to my bank account?

Can I use my own payment processor?

Can I pass the transaction fee onto my client?

What if my client disputes a payment they made?

How does my invoice get paid and what do clients experience when they pay an online invoice?

Does HoneyBook offer fraud protection?

Can I accept payments in person?

Can I integrate my QuickBooks account?

How does Instant Deposit work?

Scheduling

What is HoneyBook?

How to set up scheduling — step by step.

What are session types?

How do I share my session link?

How do I sync my external calendar to HoneyBook scheduling?

Can I customize the colors of my scheduler?

How does this scheduling app compare to others?

Automations

Why Automations?

Can Automations help me follow up with leads?

How can I use Automations to help my business?

What if I don’t want emails or files to send automatically?

What can be sent or done using Automations?

Contracts

How do I create an online contract?

Why is online contract management good for my business?

Is there a mobile app for sending an online contract?

How do clients sign contracts electronically?

Does HoneyBook provide contract templates?

Pricing

Why is there a fee on transactions I make through HoneyBook?

What’s the difference between HoneyBook’s plans?

How do I switch between plans?

Is there a free trial?

So I’m on the Starter plan and I reach $10K in payments through HoneyBook. What happens?

How many projects and/or clients are included in each plan?

I have a promo code. How do I use it?

Am I locked into a plan? Is there a money-back guarantee?

How long does it take to get started?

I still have questions, can I just talk to someone before I join?