Tool Name: HoneyBook
Discount: Let’s get right into it, unlike the receipe blogs, let’s start putting the discount information right up top, and the story below!
To help other wedding professionals experience the benefits of HoneyBook, I’m excited to offer a special 50% discount! Simply use the code “oneiladvisory” at checkout or use this link to unlock this exclusive offer and take your wedding business to the next level with HoneyBook!
What HoneyBook Do?
HoneyBook is an all-in-one business management platform designed to streamline the workflow of wedding planners and other wedding vendor specialist. From client communication to project management and invoicing, HoneyBook offers a comprehensive suite of features tailored to the unique needs of wedding planners.
How Long have I Used HoneyBook?
I have been using HoneyBook for over a decade! It was one of the first tools I invested in when I started my wedding planning company. I have always found it extremly easy to use and a fantastic way to keep my weddings organized, from both the client perspective and the internal process perspective. What I love the most about HoneyBook is seeing how much work, time, and effort they have put into listening to the users and making huge upgrades along the way. By acutally taking the time to listen to users, it’s become a tool I can’t live without at this point.
Since launching O’Neil Advisory, I have been using HoneyBook for my client management. I am using it from a different business model, but have found it to be just as important and useful as it’s been for my wedding planning business.
How I Use HoneyBook
As a wedding planner, HoneyBook has become my go-to tool for managing every aspect of my business. Here’s how I leverage its key features to improve my clientflow:
- Contact form – The HoneyBook contact form can be customized and embedded on your company website (or shared via a direct link), allowing you to gather information from potential clients—name, contact info, what they’re interested in booking you for, etc. New inquiries are automatically added to your HoneyBook account, so you can respond and manage them all in one place.
- Automations – HoneyBook automations allow you to automate repetitive tasks so they’re taken off your plate. I use automations to send automated thank yous to new inquiries, and set reminders for myself throughout the project. This reduces administrative work for me but allows me to keep control where I want, so I’m able to give my clients the best experience possible.
- Invoicing – Leverage invoice templates and include your branding to give your clients a seamless booking experience. HoneyBook invoices allow you to set up recurring payments, automated reminders, and automatically integrate payment processing, so you can get paid faster.
- Payments – HoneyBook’s payment processing fees are some of the most competitive in the industry. Unlike other platforms where you have to integrate your own payment processor, you can seamlessly accept debit and credit cards and ACH transfers without additional setup.
- Contracts – Use HoneyBook’s attorney-reviewed contract templates to make sure your business is protected. Templates are easy to edit and you can include smart fields that automatically pull essential details specific to your client. When your clients are ready to book, they can easily eSign.
- Scheduler – Send your HoneyBook Scheduler as a link, embed it on your website, or include it in your files. You can sync your scheduler with any calendar you use (Google, iCal, Outlook, etc.) so clients can only schedule a time that you’re available for.
- Client portal – Manage your client communications and files in one place with your HoneyBook client portal, plus let your clients log in to view updates, make payments and submit details.
- File templates – Beyond invoice and contract templates, you can use HoneyBook’s interactive files to build custom experiences for your clients. Combine service selection, invoice, and payment. Or, include your scheduler with payment so you can book faster. With multiple steps in one customizable file, you can streamline your entire clientflow. HoneyBook offers a template gallery full of examples made by other business owners, so it’s easy to get started.
- Reports – By managing your clientflow in one place, HoneyBook can give you data and insights to help optimize your business. HoneyBook reports allow you to track your cash flow, understand your profit and loss, see where your clients find you, and evaluate your booking rate with new clients.
Business Impact
Implementing HoneyBook into my wedding planning business has had a profound impact on efficiency, organization, and client satisfaction. The time saved through automation allows me to focus more on providing personalized service to my clients, resulting in higher revenue and more referrals. The streamlined invoicing and contract processes improve cash flow and reduce administrative overhead, while the client portal enhances communication and transparency, ultimately leading to more successful weddings and happier clients.
Discount: To help other wedding profesionals experience the benefits of HoneyBook, I’m excited to offer a special 50% discount! Simply use the code “oneiladvisory” at checkout or use this link to unlock this exclusive offer and take your wedding business to the next level with HoneyBook!
Disclaimer: My policy is to only share products and resources that have brought value to me and/or I believe will bring value to my audience. Some of the links in this post are affiliate links, and I will earn a commission if you make a purchase using them.
