Beginners Guide to HoneyBook

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Ever wonder how to use HoneyBook for beginners? How about how to use HoneyBook as a CRM? Well, this video I am going to give you a full HoneyBook tutorial. If you're just getting started in HoneyBook make sure to check out this video and our other resources. It is such a powerful tool for organizing your business and managing your projects!
00:00 Introduction
00:50 50% off your first year!
01:19 Invoices
01:50 Contracts
02:14 Proposals
02:37 Questionnaires
03:25 Contact Form
03:35 Brochure
04:20 Auto-Draft Proposals!
05:20 Packages
05:45 Canned Emails
06:21 Home Screen
07:03 Leads Pipeline
07:54 Automations
08:55 Tasks
09:28 Settings
09:57 Schedulers
10:30 Real-Life Example
13:20 Other ways to use HoneyBook
13:45 HoneyBook Course
14:41 FREE CRM Toolkit
🚀 Save $$$ on your first year of HoneyBook: www.dasilvalife.com/honeybook... or code dasilvalife
🙌 Want plug-and-play templates? Learn more about ClickUp & HoneyBook!
Join the Systems School Membership: www.dasilvalife.com/systems-s...
💻 Website: www.dasilvalife.com/
🛒 Click this link to buy any ClickUp Templates in our shop and SAVE 10% with promo code: RU-vid www.dasilvalife.com/shop
FREEBIES ✨
✔️ CRM Toolkit: www.dasilvalife.com/crmtoolkit
RESOURCE LINKS 🔗
🎁 Client Gifting: greetabl.com/
🎉 Canva Brochure Bundle: www.dasilvalife.com/product/b...
Want weekly organization and tech tips?
📩 Newsletter: www.dasilvalife.com/email
📖 Blog: www.dasilvalife.com/blog
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Teaching you how to organize your systems and transform your business!

Опубликовано:

30 июл 2024

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Комментарии : 40

@mistyespinosa1231 Год назад

Where is the system School located? I’m not seeing it on your channel

@DaSilvaLife Год назад

Here's the link! www.dasilvalife.com/systems-school

@bobstone6247 Год назад

Thank you, I can tell your excited and now I am too. I would like to know how I can save %50

@DaSilvaLife Год назад

Hey Bob! Since this video has been published, HoneyBook has changed their pricing structure and affiliate promo codes. So now there are cheaper plan options and our affiliate link provides 35% off. If you want to get this discount you can use the link share.honeybook.com/kristi76485 or code kristi76485 at checkout :)

@sarahjeanthayer 2 года назад

This is JUST what I needed to see! I just had an influx of clients and I've been doing this all manually in ClickUp docs!

@DaSilvaLife 2 года назад

So happy it was helpful for you!! :)

@StephanieStClaire 2 года назад

You explained everything so well! Thank you! :)

@DaSilvaLife 2 года назад

So glad the video helped Stephanie!! :)

@Sincerly_nayy Год назад

THANK YOUUUU❤

@DaSilvaLife Год назад

You're welcome!! 🫶

@jackies35 2 года назад

Thank you for sharing this info! I always stumble on the proposal and contract. I am glad you explained it. I have a question with the contract. How do you make changes and save it? Each contract I use have grammar errors which I fixed at least 10 times. Please help.

@DaSilvaLife 2 года назад

I am glad the video was helpful! :) So when you edit a contract in the Templates section, it should autosave each time. When you're creating a contract for a new client, you then want to make sure that you are creating it by "Start from a template" NOT "Start from a recent Proposal". If you're doing all of those steps and it is still not working it may be a glitch in your account and in that case I would recommend reaching out to the HoneyBook Help Desk in the bottom right corner of your screen.

@kendracorbett2919 2 года назад

Thanks for video! Question - is there anyway to have a team member (someone who has their own scheduling calendar) but not allow them to see your templates?

@DaSilvaLife 2 года назад

I am glad it was helpful! Right now that is not available. Team members have access to everyone's templates, but hopefully in the future permissions will get more robust!

@rhondacimorelli3199 Год назад

Would this be an appropriate tool for a coaching and training business? I offer virtual and in person coaching and training opportunities.

@DaSilvaLife Год назад

Hi Rhonda, yes absolutely! We have worked with many coaches to set up their HoneyBook for their services ☺

@casade2831 2 года назад

Hi!! This is my favorite Honeybook video. What if the call is the service itself? Can they pay when they book the "discovery call" in or from the email? Thanks !

@DaSilvaLife 2 года назад

Thank you for the kind feedback! I am so happy the video was helpful. Right now HoneyBook does not have the ability to pay and be lead to a scheduler. BUT what you can do is after sending a proposal or invoice, attach an automation that triggers "When first payment is made" that sends an email with the call link for them to book. Let me know if that makes sense!

@casade2831 2 года назад

@@DaSilvaLife Hi! Yes, it does make sense and I like that process too. Thanks !

@DaSilvaLife 2 года назад

@@casade2831 okay good! You're welcome!

@casade2831 2 года назад

@@DaSilvaLife You are too much.! You do respond to comments (I know it takes valuable time). I wonder if I could instead attach or add a link to an invoice after they have booked a meeting? Could I add the invoice for them to pay in the meeting confirmation email?

@DaSilvaLife 2 года назад

@@casade2831 unfortunately you can't do something that advanced with schedulers currently. I believe they are currently working on their scheduler ability so hopefully this is something we can do in the near future!

@thatmerchgirl Год назад

What if I am a Promotional Products manufacturer? Does the invoicing allow for style name size color quantities etc

@DaSilvaLife Год назад

You can add that to the description of the item, but it is not a dropdown option, If you're selling a bulk amount of products, then I don't think HoneyBook would be the best option for this.

@consciousawakening3735 Год назад

Hi DaSilva, what is the cost for helping learn and manage my Honeybook. I am all set up .

@DaSilvaLife Год назад

You can book a 1 on 1 Strategy Session here: calendly.com/dasilvalife or look into joining our HoneyBook Course here: www.dasilvalife.com/systems-school

@danitarjohnson Год назад

I didn’t see your discount code? Can you tell me where it is posted? Thanks.

@DaSilvaLife Год назад

Here it is! share.honeybook.com/kristi76485

@laolachimes8187 11 месяцев назад

How do I bill with markups to reflect?

@DaSilvaLife 11 месяцев назад

Do you mean time stamps?

@MrRtf14 2 года назад

Can this be used for a rental business?

@DaSilvaLife 2 года назад

We have built it out for rental businesses, yes! What are you renting?

@MrRtf14 2 года назад

So sorry it took so long for me to respond. I’m starting a flatbed trailer rental business. I’m trying to figure out how to accept a refundable security deposits and how do I accept credit cards. I’ve been watching a lot of RU-vid videos and I really like Honeybooks. But I’m not sure it’s the right fit for me Do you think it would work?

@DaSilvaLife 2 года назад

@@MrRtf14 you can definitely accept security deposits and refund them with HoneyBook! My concern with it is if you have a higher volume of trailers eventually, it might be best to find a platform that tracks inventory and that people can just quickly select and rental and checkout all at the same time. Kind of like how uhaul does it.

@courageouslivingdesigns2736 Год назад

Does Honeybook have a lead generation or is it just leads random searches.

@DaSilvaLife Год назад

HoneyBook's Contact Forms are where you can create a public form to capture your leads. You can embed the form on your website, put it at the link in bio, or send it directly to people. But HoneyBook is not an email marketing platform. So your lead generation is done separately, then HoneyBook captures the leads that officially inquire. I hope that helps ☺