HoneyBook Setup

Introducing our new HoneyBook Client Portal Setup Service – Your Gateway to Seamless Client Interaction! A consultation/zoom session with full setup.

Are you ready to elevate your business to new heights of professionalism and efficiency? Our HoneyBook Client Portal Setup Service is designed to streamline your client interactions, ensuring a seamless and impressive experience from start to finish.

Key Features:

1. Tailored Configuration: Our expert team will customize your HoneyBook Client Portal to align perfectly with your brand identity. From color schemes to logo integration, we ensure that every client interaction reflects the uniqueness of your business.

2. Effortless Document Management: Say goodbye to paperwork and hello to a paperless future. We'll optimize your portal for easy document sharing, electronic signatures, and secure file storage, ensuring a smooth and organized workflow.

3. Automated Workflows: Boost your productivity with automated processes. We'll set up workflows that trigger based on specific client actions, saving you time and ensuring that no task falls through the cracks.

4. Personalized Client Communication: Enhance client communication with personalized email templates and automated responses. Our service ensures that every client feels valued and informed throughout their journey with your business.

5. Secure Payment Integration: Simplify your financial transactions by integrating secure payment gateways into your client portal. Clients can make payments easily, and you can track transactions effortlessly – it's a win-win!

Benefits:

• Professionalism: Impress clients with a sleek and professional client portal that reflects the high standards of your business.

• Time-Saving: Streamline your processes, reduce manual tasks, and focus more on what you do best – delivering exceptional services.

• Client Satisfaction: Enhance the client experience with easy-to-use features that make working with your business a pleasure.

• Peace of Mind: Rest easy knowing that your client portal is optimized for security and efficiency, allowing you to concentrate on growing your business.

Ready to take your client interactions to the next level? Embrace the future of client management with our HoneyBook Client Portal Setup Service; let's transform the way you do business!

includes:

• Client onboarding journey map
• Up to 5 FULL Automations set up
• Up to 12 Smart Files created or Updates to 12 current files including - Contact Form, Brochures, Questionnaires, Invoices, Contracts, and Proposals
• Consultation call to review drafted workflows for approval before implementing
• Email Template Import (Copy provided by client or Custom Copy option as an Add On)
• Settings setup
• Embed forms/client portal on website
• Branding integration (files provided by client)
• Scheduler setup (up to 5 appointment types)
• Integrations (Zoom, iCal, Google Calendar, Calendly)
• FREE TRIAL + 25% OFF HONEYBOOK FOR ONE YEAR