Team up on clients,
HoneyBook gives your team unlimited seats* and all the tools they need to grow your business.
Work smarter, together.
Assign tasks and projects
Organize your workflow and keep your team focused on what matters most
Manage team access
Control who can view files, emails, client info, and project details.
Customize team views
Give each team member a personalized pipeline to track their workload.
Tools for your full
Automate your team’s busywork
Auto-assign tasks with custom automations so your team can achieve more in less time.
Collaborate on files
Create beautiful proposals, contracts, invoices, onboarding files, and more to give every client a polished and personalized experience.
Divide leads and meetings
Automatically divvy up leads and client meetings fairly among your team so everyone has a chance to make an impact.
Boost team productivity with AI
Let AI take notes, summarize projects, draft emails, and deliver real-time insights.
More features teams love
Track time
Track where your team spends their time for easier billing and project management.
Make tax time easier
Give your bookkeeper or accountant limited access to get taxes done with a breeze.
Rest easy with top-tier security
HoneyBook protects your team and business's data and accounts.
AI-power every part of your team’s tools.
need to succeed.
Lead forms
Proposals
Contracts
Invoices
Payments
Scheduling
Automations
Finances
Integrations
Trusted by small teams
to deliver big results.
Keep more of your money.
Get started for free
Pick the right plan for you.
All plans start with a free trial. Change or cancel at anytime.
Start with everything you need to create great client experiences.
Grow with added productivity and automation tools.
Scale up with priority support for your whole team.
Keep your business
Take your business on the go with the HoneyBook app.
HoneyBook for teams FAQs
No, with HoneyBook Premium you’ll have access to unlimited seats for you and your team. Learn more.
No, you can only add team members after you subscribe to Essentials or Premium.
Yes, HoneyBook has different team roles spanning from basic team members, moderators, admins, and owners where you can control global access permissions that relate to project details, financials and actions team members can take. In addition, you can specifically give access to certain projects, files, invoices and contracts, regardless of their role.
Yes, you’ll be able to see an individualized pipeline for each team member & track their performance over time.
As a payment processor, HoneyBook charges a small fee so you can accept payments through major credit cards such as Visa, Mastercard, Discover, and Mastercard. Card processing fees start at 2.9% + 25¢. There are no hidden fees, international fees, or premium card brand fees. You can also accept ACH bank transfer payments for a lower 1.5%. If you transact over $500,000 annually and are subscribed to the Premium plan, you may be eligible for discounted card fees.
You can try virtually most of the features available on HoneyBook free for 7 days, no credit card required. There are minor limitations based on eligibility for some advanced features.
Absolutely. You can upgrade or downgrade at any time.
Yes, if you ever decide that HoneyBook isn't the best clientflow platform for your business, you can easily cancel your account.
Join the 100,000+ businesses growing with HoneyBook.
