Navigating the HoneyBook Client Portal like a Pro

As a business owner, you already know what HoneyBook can do for you. Automate tasks, collaborate with others more easily, manage projects…the list goes on. But what does HoneyBook look like for your CLIENTS? What do they see when they work with you in HoneyBook?👩🏼‍💻 FREE HoneyBook Training: https://www.dasilvalife.com/unlock-th...

We’re here to show you!

In this video walkthrough, you get to see what the HoneyBook client portal looks like from your end. We’ll talk about what you can share, what stays private, and what you can customize. You’ll also get to see what HoneyBook looks like from a client’s perspective, from login to dashboard.

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00:00 Introduction
01:34 Client Portal Overview
04:08 Adding Team Members
04:50 Other Portal Features
07:05 Integrating Your Email & Calendar
08:13 More Portal Settings
11:20 Creating Tasks
15:09 Adding Custom Project Fields
15:52 Note Taking
16:04 Client Workspace
17:15 What the Client sees
19:31 FREE HoneyBook Training

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   • Navigating the HoneyBook Client Porta...  

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