Creating an automation

pageType: Application Application Application Application Application Application Application Application Application Application Application Application Application

screenKeywords:
lhB 2;‘“:;&;; Home Projects Contacts Tools v 4+ NEW ‘Tol Q
Automations
Cue up a custom sequence of steps to keep your client process moving along even when you’re logged out.
Need help with your automations? Visit the help center or hire a pro
AUTOMATION NAME ACTIVATE VIA LEAD FORM (O AUTOMATE VIA CONTACT FORM ()
Quick reply for new inquiries (Example)! Steps No forms set v Not Assigned v
Questions for new clients (example) 2 Steps No forms set v Not Assigned v
Request for a testimonial (example) 1 Steps No forms set v Not Assigned v
Sending Invoice 2 Steps No forms set v Not Assigned v
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|< Untitled Automation SAVE
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Action type
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IEI Task
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Create Inquiry tasks
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<« Email template
START
4+ Create new email template
3-day file reminder (default)
Immediately after automation is activated...
|:| 3-day questionnaire follow up (Workf...
Create task Client satisfaction survey
Create Inquiry tasks
Onboarding client email (automations)
Re: Request for lower price
Reply to new inquiry (default)
Immediately after previous step is
complete... Reply to new inquiry w/ brochure
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Request for a discount
Invoice
Request for a testimonial
Thank you (default)
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|< Untitled Automation ® :
ADD YOUR FIRST ACTION
™ send Email
Send an email to your leads or clients
automatically.
El Create Task
Write tasks for yourself so you never miss
anything throughout a project.
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L| Send Smart File via email
Enhance your client’s experience with high-
converting, branded smart files.
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Automations
Cue up a custom sequence of steps to keep your client process moving along even when you’re logged out.
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Need help with your automations? Visit the help center or hire a pro
AUTOMATION NAME ACTIVATE VIA LEAD FORM (O AUTOMATE VIA CONTACT FORM ()
Quick reply for new inquiries (Example)! Steps No forms set v Not Assigned v
Questions for new clients (example) 2 Steps No forms set v Not Assigned v
Request for a testimonial (example) 1 Steps No forms set v Not Assigned v
+ New automation template
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Immediately after automation is activated...
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ADD ANOTHER ACTION X
™ send Email
Send an email to your leads or clients
automatically.
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Write tasks for yourself so you never miss
anything throughout a project.
‘* N N .
L| Send Smart File via email
Enhance your client’s experience with high-
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+


Adding task details

appName: HoneyBook

appCategory: Business

appTagline: Clientflow management for independent businesses

companyHqRegion: US & Canada

companyStage: Growth Stage

platform: web

pageType: Application

hotspotType: Click

hotspotType: Keyboard Input

pageType: Application Application Application Application Application Application Application

screenKeywords:
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Task Management
Track your tasks to see what’s due and when, or filter them to get a clearer picture.
Pick a date Jane Smith (Me) Q v
|6 DAYS LEFT
B SEE PRICING + NEW ° ’
Track your tasks to see what’s due and when, or filter them to get a clearer picture.
= Open tasks ADD TASK
Sending thank you notes Aug 8, 2023 Jane Smith (Me) @ v
Rebranding Project
Joe's Project
|6 DAYS LEFT
B SEE PRICING + NEW ° Q
Track your tasks to see what’s due and when, or filter them to get a clearer picture.
= Open tasks ADD TASK
Sending thank you notes Pick a date ] Jane Smith (Me) Q v
< AUG 2023 >
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Task Management
Track your tasks to see what’s due and when, or filter them to get a clearer picture.
Enjoy your day!
You don't have any open tasks! Make sure you don't miss out on
anything and add a Task now. We'll remind you when your task's
time has come.
ADD A NEW TASK
|6 DAYS LEFT
B SEE PRICING + NEW ° ’
Track your tasks to see what’s due and when, or filter them to get a clearer picture.
= Open tasks ADD TASK
Sending thank you notes Aug 8, 2023 Jane Smith (Me) @ v
|6 DAYS LEFT
B SEE PRICING + NEW ° ’
Track your tasks to see what’s due and when, or filter them to get a clearer picture.
= Open tasks ADD TASK
Sending thank you notes Aug 8, 2023 Rebranding Project Jane Smith (Me) @ v
|6 DAYS LEFT
B SEE PRICING + NEW ° Q
Track your tasks to see what’s due and when, or filter them to get a clearer picture.
= Open tasks ADD TASK
Sending thank you notes Pick a date Jane Smith (Me) Q v


Templates

pageType: Marketing

pagePatterns:
Landing Page
Hero Section

hotspotType: Scroll Vertically

screenElements:
Table
Banner
Logo
Top Navigation Bar
Button
Floating Action Button
Link
Grid List

pagePatterns:
Templates Page
Landing Page
Hero Section
Templates Page
Templates Page
Templates Page
Templates Page
Social Proof (Testimonial) Section
Templates Page

pageType: Marketing Marketing Marketing Marketing Marketing Marketing Marketing Marketing Marketing Marketing Marketing Marketing Marketing Marketing

screenKeywords:
HONEYBOOK Features v Templates Pricing Resources v Log in Start free trial
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Best practices, built in
4 ‘ﬁ' i

Polished designs, proven results Tailored for the work you do Always at your fingertips
Templates are backed by a decade of client Discover templates optimized for your Notifications and read receipts show you
behavior insights from top-performing industry and the unique clients you serve. client progress and where projects stand—
businesses. whether you’re at your desk or on the go.

Traditional PDFs and HoneyBook

documents smart files
Combine multiple steps into a single client experience. X 0
|HONEYBOOK Features v Templates Pricing Resources v Log in
Traditional PDFs and HoneyBook
documents smart files
Combine multiple steps into a single client experience. X 0
Personalize for each client without starting from scratch. X 0
Easily customize branding, prices, client details, or contract terms. X 0
Get notified as clients open files, select services, sign, and pay. X 0
Accept credit cards and bank transfers. X a
Track invoices and automate payment reminders. X 0
Keep communication, calendar, contracts, and payments in one place. X 0
|HONEYBOOK Features v Templates Pricing Resources v Log in
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The all-in-one clientflow platform
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What do you want to do with HoneyBook?
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earned by HoneyBook members are paid on time or early feel more organized with HoneyBook
|HONEYBOOK Features v Templates Pricing Resources v Log in Start free trial
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|HONEYBOOK Features v Templates Pricing Resources v Log in
@ You Your client @

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| reminders

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Create interactive files that book clients faster
Combine any steps of your clientflow to save time, impress clients, and keep projects flowing.
|HONEYBOOK Features v Templates Pricing Resources v Log in
Create interactive files that book clients faster
Combine any steps of your clientflow to save time, impress clients, and keep projects flowing.
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|HONEYBOOK Features v Templates Pricing Resources v Login
Templates for every stage of your clientflow
Manage projects
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« Revision #3 by April 29
|HONEYBOOK Features v Templates Pricing Resources v Login
Templates for every stage of your clientflow
Showcase services
Reply to inquiries and bring in new clients with templates that sell your services.
L MY APPROACH
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|HONEYBOOK Features v Templates Pricing Resources v Log in
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Tu rn you r ﬁ Ies I nto MEGHAN GRAHAM COACHING
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designers, djs, entertainers, hair and makeup artists, and more.
|HONEYBOOK Features v Templates Pricing Resources v Log in Start free trial
o0 *
[§] Professional invoices m ;
Easily create and send invoices to get paid on time.
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|HONEYBOOK Features v Templates Pricing Resources v Log in
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Contact us

pagePatterns:
Footer Section
Download App Section

pagePatterns:
Footer Section
Download App Section
Contact Page
Contact Page
Contact Page

pageType: Marketing Marketing Marketing Marketing

screenKeywords:
HONEYBOOK Features v Templates Pricing Resources v Log in Start free trial
Start for free, $ $
Siclad i CERIGE] $ $ $ $ $ $
No credit card required a $ $ $ $ $ $ $ $
HONEYBOOK
Product Resources Free tools HoneyBook
All-in-One platform Live chat Free invoice generator About
Proposals Help center Free email signature generator Careers
Online invoices Pros marketplace Free mission statement generator Press
Online contracts Product education Business personality test Company news
Payment reminders Free account migration Free invoice templates Contact us
Scheduling Blog Free contract templates Terms & privacy
Online payments HoneyBook podcast Referrals terms & privacy
Automation Resources Referral program
Features overview Educators
Pricing Your privacy choices
© 2023 HoneyBook Inc. o 1 2 Download on the \,. Download on
H - @ ’ n o App Store }/’ Google play
|HONEYBOOK Features v Templates Pricing Resources v Log in Start free trial
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Questions for our security team?
No worries. We've got you.
Email: security@honeybook.com
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have real, live people available to chat 7 days a week, and online help
resources that are available 24 hours a day.
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how HoneyBook can troubleshooting & technical Please email our Community
help your business? questions. Development Manager.
Ohurtlteam is happy to Email: Email:
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pageType: Application Application Application

screenKeywords:
6 DAYS LEFT
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111l CALENDAR =|| TEMPLATES RESOURCES
|6 DAYS LEFT
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Disabling a session type

screenPatterns:
Date & Time
Calendar

pageType: Application Application

screenKeywords:
B SDAYS et Home  Projects Contacts  Tools v + NEW [_el '
Calendar Scheduler
Manage your sessions
Edit the details of your sessions, copy the links to send to clients, and preview their experience.
@ PHONE CALL acTive @O
Consultation call
+ NEW SESSION TYPE 30 minutes, Indefinitely, PDT/PST
§ © EDIT
Availability Overview
This overview shows your availability for all sessions. Events from your calendars (including synced) will override
this and show you as unavailable. Jul31-Aug6,2023 ¢ >
Mon 7/31 Tue 8/ Wed 8/2 Thu 8/3 Fri 8/4 Sat 8/5 Sun 8/6
e Consultation call e Consultation call e Consultation call e Consultation call e Consultation call
9:00am - 5:00pm 9:00am - 5:00pm 9:00am - 5:00pm 9:00am - 5:00pm 9:00am - 5:00pm
Unavailable Unavailable
|B SDAYS et Home  Projects Contacts  Tools v + NEW [_el '
@ Session was disabled: Consultation call X
Calendar Scheduler This session no longer appears in files & templates—clients
cannot schedule this session.
Manage your sessions
Edit the details of your sessions, copy the links to send to clients, and preview their experience.
® PHONE CALL ACTIVE o @ PHONE CALL INACTIVE (J
Consultation call Consultation call
+ NEW SESSION TYPE 30 minutes, Rolling Window, PDT/PST 30 minutes, Indefinitely, PDT/PST
& @ EDIT & @ EDIT
Availability Overview
This overview shows your availability for all sessions. Events from your calendars (including synced) will override
this and show you as unavailable. Jul31-Aug6,2023 ¢ >
Mon 7/31 Tue 8/1 Wed 8/2 Thu 8/3 Fri 8/4 Sat 8/5 Sun 8/6
@ Consultation call @ Consultation call e Consultation call @ Consultation call @ Consultation call
9:00am - 5:00pm 9:00am - 5:00pm 9:00am - 5:00pm 9:00am - 5:00pm 9:00am - 3:00pm
Unavailable Unavailable


Setting an automation

screenElements:
Drawer
Full-Screen Overlay

screenPatterns:
Internal Tool
Date & Time

screenKeywords:
Request for a testimonial | Y
X equest for a testimonial (example) APPLY TO PROJECT
Rebranding Project Changes will not affect the original template
X Action
Wait 2 days after project date and then... Action type
+
D L| Send Smart File via email V4
Send Smart File via email
Smart file template
Feedback & Testimonial questionnaire
Feedback & Testimonial questionnai?
Send via email Preview & edit
X Request for a testimonial V4
™ send Email
. . When
Send an email to your leads or clients
automatically. 5 days o after o
E| Create Task FEESICEE v
Write tasks for yourself so you never miss
anything throughout a project.
Require approval before sending »
‘* N N .
L| Send Smart File via email
Enhance your client’s experience with high- ++
converting, branded smart files. Want to trigger an action immediately
after something else occurs? Set its timing
to O minutes, days, etc. Learn more about
triggers here. Learn more
|. . @
X Request for a testimonial (example) APPLY TO PROJECT
Rebranding Project Changes will not affect the original template
X Action
@ Once | apply
Action type
M send Email V4
Wait 2 days after project date and then...
+
L| Email template Preview & edit
Send Smart File via email 3-day file reminder (default) V4
Feedback & Testimonial questionnaire
When
3 days v after v
Wait 3 days after previous step is complete FIEVIENS 623D B @emElsis A
and then...
E Require approval before sending 9
Send Email
3-day file reminder (default)
+
Want to trigger an action immediately
after something else occurs? Set its timing
to O minutes, days, etc. Learn more about
triggers here. Learn more
|3 SDAvS e Home  Projects Contacts Tools v + NEW Lel .
= Rebranding Project
Desigh v  Aug 05 - Aug 08, 2023
Project Name* Project Type* - =] Only visible to you
Rebranding Project Design v Private placefor yo.u and your internal team
e B — to manage this project.
M Send client portal link
5] DATE & LOCATION @ Timezone: EDT/EST v
Date Date Time I}ﬂ Stage Inquiry o
Project Date Sat, Aug 5, 2023 9:00 am to Tue, Aug 8, 2023 9:00 am X [5
3y Lead Source
£A
Availabili Free v 7 View calendar
Gl @ — [ View calenda Personal Website v
Project Location Address
@ Time Tracker LOG NEW
+ Add date -
B ag@ -~ ADD TASK
@ ABOUT THE PROJECT Requirement call . v
Aug 07,2023
Your text here
[ Notes VIEW
& PRIVATE DETAILS ! :
: {E} Automation +
The following information is only visible to you.
— MORE OPTIONS
= NOTES EXPAND VIEW Y o °
|. . @
X Request for a testimonial (example) APPLY TO PROJECT
Rebranding Project Changes will not affect the original template
X Action
@ Once | apply
Action type
M send Email V4
Wait 2 days after project date and then...
s
L| Email template Preview & edit
Send Smart File via email 3-day file reminder (default) V4
Feedback & Testimonial questionnaire
When
0 days v after v
Immediately after previous step is FIEVIENS 623D B @emElsis A
complete...
E Require approval before sending 9
Send Email
3-day file reminder (default)
+
Want to trigger an action immediately
after something else occurs? Set its timing
to O minutes, days, etc. Learn more about
triggers here. Learn more
|X

Select an automation and customize it for
Rebrand]ng Project + START FROM BLANK
Sort by Recently used v N

Request for a testimonial (example)

Never used before. Save time and apply this automation. 1 O

Questions for new clients (example)

Never used before. Save time and apply this automation. 2 O

Quick reply for new inquiries (Example)

Never used before. Save time and apply this automation. 1 O
|X
Success! Automation Applied
Stay here to view automation details, or return to your
project.
BACK TO PROJECT
%
|Request for a testimonial | Y
X equest for a testimonial (example) APPLY TO PROJECT
Rebranding Project Changes will not affect the original template
<« Email template
@ Once | apply P
4+ Create new email template
3-day file reminder (default)
Wait 2 days after project date and then...
E 3-day questionnaire follow up (Workf...
Send Smart File via email Client satisfaction survey
Feedback & Testimonial questionnaire
Onboarding client email (automations)
Re: Request for lower price
Reply to new inquiry (default)
Immediately after previous step is
complete... Reply to new inquiry w/ brochure
™ Reply to new inquiry w/ questionnaire
ply quiry w/ q
Send Email A
Request for a discount
Choose template on the right
Request for a testimonial
Thank you (default)
+
|X Request for a testimonial (example) APPLY TO PROJECT
Rebranding Project Changes will not affect the original template
@ Once | apply
Wait 2 days after project date and then...
i
Send Smart File via email
Feedback & Testimonial questionnaire
|% Request for a testimonial (example) —
Rebranding Project
@ Automation applied August 4th at 3:10pm
Wait 2 days after project date and then...
L
Send Smart File via email
Feedback & Testimonial questionnaire
DO THIS NOW
Wait 3 days after previous step is complete
and then...
Send Email
3-day file reminder (default)
DO THIS NOW
|. . @
X Request for a testimonial (example) APPLY TO PROJECT
Rebranding Project Changes will not affect the original template
X Action
@ Once | apply
Action type
+
L| Send Smart File via email V4
Wait 2 days after project date and then...
Smart file template
‘*
LI Feedback & Testimonial questionnai?
Send Smart File via email
Feedback & Testimonial questionnaire
Send via email Preview & edit
Request for a testimonial V4
When
2 days v after v
project date v
Require approval before sending 9
+
Want to trigger an action immediately
after something else occurs? Set its timing
to O minutes, days, etc. Learn more about
triggers here. Learn more
|X

Select an automation and customize it for
Rebranding Project 4+ START FROM BLANK
Sort by Recently used v N

Request for a testimonial (example)

QUICK APPLY CUSTOMIZE & APPLY

Never used before. Save time and apply this automation.

Questions for new clients (example)

Never used before. Save time and apply this automation. 2 O

Quick reply for new inquiries (Example)

Never used before. Save time and apply this automation. 1 O
|3 SDAvS e Home  Projects Contacts Tools v + NEW Lel .
= Rebranding Project
Desigh v  Aug 05 - Aug 08, 2023
Date Date Time I}ﬂ Stage Inquiry o
Project Date Sat, Aug 5, 2023 9:00 am to Tue, Aug 8, 2023 9:00 am X [5
& Lead Source
Availability G  Free ¥  [Z View calendar Personal Website o
Project Location Address
@ Time Tracker LOG NEW
+ Add date -
B ag@ -~ ADD TASK
@ ABOUT THE PROJECT Requirement call . v
Aug 07,2023
Your text here
[ Notes VIEW
& PRIVATE DETAILS {E} o . +
! utomation !
The following information is only visible to you.
— MORE OPTIONS
= NOTES EXPAND VIEW Y o
+ Add new note
AUG 4, 3:08PM
Check with client about their deadline
|3 SDAvS e Home  Projects Contacts Tools v + NEW Lel ‘
= Rebranding Project
Desigh v  Aug 05 - Aug 08, 2023
Project Location Address
@ Time Tracker +
+ Add date -
B ag@ -~ ADD TASK
@ ABOUT THE PROJECT Requirement call ‘ he
Aug 07,2023
Your text here
[ Notes VIEW
& PRIVATE DETAILS .
o {E} Automation
The following information is only visible to you.
Request for a testimonial (example)
= NOTES EXPAND VIEW \Y
UPCOMING STEPS
+ Add new note « Feedback & Testimonial questionnaire
« 3-day file reminder (default)
AUG 4, 3:08PM
Check with client about their deadline
MORE OPTIONS
v
Want to edit or customize your project details? You can do this at any time from the "Preferences" tab in Settings.


Online contracts

pagePatterns:
Features Page
Feature Section

pagePatterns:
Feature Section
Features Page

screenElements:
Grid List
Segmented Control
Icon

pagePatterns:
Features Page
Features Page
Feature Section
Feature Section
Features Page
Features Page
Feature Section
Stats Section

pageType: Marketing Marketing Marketing Marketing Marketing Marketing Marketing Marketing Marketing Marketing Marketing Marketing Marketing

screenKeywords:
HONEYBOOK Features v Templates Pricing Resources v Login
Step 3:
{ ) 4
Receive status updates N C J
Notifications let you know when clients receive, open, view, Monday, June 3
and sign your contract.
. The Blue project
Alexandra Green just paid $2,400 via
credit card &
Q . Pier 24 Exhibition
Automate gentle reminders Final signature collected from Zoe
Austen in Service selection. You can
Set up email reminders to clients to ensure files aren't now countersign £«
forgotten. —_
. New inquiry i
New inquiry from Tom Leung s
|Explore more features
4} Automations KJ Scheduler $] Invoices Projects
0O, Inquiries 57 Payments E Forms
$ $
$ $ 8
- r\{ : P » 7
9 RAY
$ $ $ $ $ $ O
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|HONEYBOOK Features v Templates Pricing Resources v Log in Start free trial
Client Service Agreement Proof Sign Off Photo Release Agreement
Client service management Proof sign off Photo release agreement
—— — i o —adan ii .-
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b ; N Jﬂj—] A =
Cancellation Amendment . iabili i
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T vt ooy a o Tt ol . e nowigy o el e il e poteil forpermanen ey
Customer) 300 HoneyBook ('Service Povider) Collectvay,Customer and Senice Provider may g e e neghgenon o the rele e o others, | e ull respin iy fo
Known s “Provide e e ot oy
On or about [Execution Date of Underlying Agreement], a Client Services Agreement between B Slgzing below: you agrea tn these term
Cancellation amendment Simple contract for services Liability waiver
Start free trial
No credit card required
|HONEYBOOK Features v Templates Pricing Resources v Login
L]
Go from sent to signed...
O
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Make signing effortless B
An interactive guide walks clients .
through each step of the process. Book clients on the go <
Let clients eSign from anywhere, on . .
any device. No download required. Leave a great impression
Customize your contracts with your
branding and style.
No credit card required
|HONEYBOOK Features v Templates Pricing Resources v Login
Step 2:
Send for signature
Send at the perfect moment
SECURITY
v Schedule your contract to automatically send at a specific
) N date and time.
Add client authentication to your file
c Require your client to enter an access code when logging
This code will be sent directly to their email. Learn more
Manage client access
Smart fields populate with important information, such as
locations, dates, names, and more.
Get started with contracts >
|HONEYBOOK Features v Templates Pricing Resources v Login
[
Lawyer-approved online
Access hundreds of professional templates so you
don’t have to start from scratch—or have a law degree.
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Client Service Agreement Proof Sign Off Photo Release Agreement
Client service management Proof sign off Photo release agreement
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|HONEYBOOK Features v Templates Pricing Resources v Log in Start free trial
Client view Your view
SUBMIT
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remaining provisions of this Agreement remain in full force. >
Notice. Parties shall provide effective notice (“Notice”) to each other via either of the following
methods of delivery at the date and time which the Notice is sent
1. Email
1. Provider's Email: mara@mkconsultants.com
2. Client Email: jamesduncan@gmail.com
Merger. This Agreement constitutes the final, exclusive agreement between the parties relating to
the Services contained in this Agreement. All earlier and contemporaneous negotiations and
agreements between the parties on the matters contained in this Agreement are expressly merged
into and superseded by this Agreement.
Amendment. The parties may amend this Agreement only by the parties’ written consent via
proper Notice.
mata khan
Mara Khan
mara@mkconsultants.com
James Duncan
jamesduncan@gmail.com
‘
|HONEYBOOK Features v Templates Pricing Resources v Log in
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Do more with Q-
[ [
Integrations HONEYBOOK
Connect your tools to HoneyBook to run @
your business smoothly.
Aol.
|HONEYBOOK Features v Templates Pricing Resources v Log in Start free trial
[
Supercharge your online contracts
Combine steps of your process to create an even smoother client experience.
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|HONEYBOOK Features v Templates Pricing Resources v Log in Start free trial
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Editing company brand

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Features overview

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Pay (as client)

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Sending batch emails

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Terms & Privacy

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Start for free, $ $
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HONEYBOOK
Product Resources Free tools HoneyBook
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Proposals Help center Free email signature generator Careers
Online invoices Pros marketplace Free mission statement generator Press
Online contracts Product education Business personality test Company news
Payment reminders Free account migration Free invoice templates Contact us
Scheduling Blog Free contract templates Terms & privacy
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Automation Resources Referral program
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Pricing Your privacy choices
© 2023 HoneyBook Inc. o 1 2 Download on the \,. Download on
H - @ ’ n o App Store }/’ Google play
|HONEYBOOK Features v Templates Pricing Resources v Login

Notice to California Users
We are providing this supplemental privacy notice to consumers in California, pursuant to the California Consumer Privacy Act of 2018 (“CCPA”).
Additional Disclosures
We collect the following categories of information: identifiers, commercial information, approximate geolocation data, internet activity information,
and inferences drawn from the foregoing. We use and disclose personal information for the following business and commercial purposes (as
described in more detail in the “How We Use Your Personal Information” section above): service delivery; research and development; marketing
and advertising; creating public profiles; suggesting connections and allowing you to send invitations; and compliance and protection.
We have disclosed personal information as follows:

Category of Personal Information | Categories of Recipients

Identifiers Related companies; vendors; advertising partners; professional advisors.

Commercial information Related companies; vendors; advertising partners; professional advisors.

Approximate geolocation data Related companies; vendors; advertising partners.

Internet activity information Related companies; vendors; advertising partners.
Related companies; vendors; advertising partners; professional advisors.
We “share” and “sell” identifiers and internet activity information with our advertising partners (including social media platforms) so our
advertising partners can show ads that are targeted to your interests on other platforms.
Privacy Rights:
Subject to certain exceptions, the CCPA grants California residents the following rights.
Access: You can request to know more about or access a copy of the personal information that we maintain about you. .
Correction: You can request that we correct inaccurate personal information.
|HONEYBOOK Features v Templates Pricing Resources v Login
Marketing information: such as your preferences for receiving our marketing communications, and details about your engagement with them.
Third party account information: if you choose to connect third party accounts to the Services, we may collect information associated with your
third party account such as the name, email address, and profile information you provided to the relevant third party. In particular if you are a
Business and you opt to import or sync your Google account, contacts, iCal or similar accounts or services with our Services, we will collect and
store information such as your contacts' (including contacts your services provider(s) or application automatically added to your address book
when you communicated with addresses or numbers not already on your list) email address, name, address, website URL, phone number and
other metadata assigned to a contact (collectively, “Contacts’ Information”). We obtain this data in order to create profiles, suggest existing
profiles for you to connect with and invite new persons to use the Services.

Gmail integration: If you integrate your Gmail account with the Services, you will be able to use the Services to send emails (that
you draft and send using our email composer) and create calendar events and we will have access to your inbox and calendar
(“Gmail Information”).
Google API Services User Data Policy: Notwithstanding anything else in this Privacy Policy, HoneyBook’s use of Gmail Information
will adhere to the Google API Services User Data Policy, including the limited use requirements. In particular, we:
1. only use Gmail Information to provide and improve the Services;
2. do not transfer Gmail Information to third parties except as necessary to provide or improve the Services, as required by law,
or in connection with a merger, acquisition, or sale of assets where we provide notice to users;
3. do not use the Gmail Information for serving advertisements; and
4. do not permit humans (other than intended recipients, if applicable) to read Gmail Information, except (a) if we obtain your
affirmative consent, (b) as necessary for security purposes or to comply with applicable law or (c) our use is limited to internal
operations and the Gmail Information (including derivations) has been aggregated and anonymized.
Social Media Information: You may be able to create a HoneyBook account through a third party social media platform (“SMP”) and/or share
your HoneyBook experiences on a SMP. To take advantage of this feature, we will ask you to log into or grant us permission via the relevant
SMP. If you do so, we may receive information from your SMP (such as your contact details or friend lists). You may be able to adjust the
information we receive by changing your SMP settings. Please note that the manner in which the SMP uses, stores and discloses your
information is governed by the policies of the SMP and that if you share on an SMP you friends, followers, or subscribers will be able to view what
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This Privacy Policy describes how HoneyBook, Inc. (“HoneyBook,” “we”, “us”, or “our”) handles personal information that we collect through our
website and mobile applications (together with the website, the “Services”). The Services are designed to help our customers manage their
businesses (“Businesses”).
We reserve the right to modify this Privacy Policy at any time. If we make material changes to this Privacy Policy, we will notify you by updating
the date of this Privacy Policy and posting it on our website and/or other Services.


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Searching Honeybook

screenElements: Divider Tab

screenPatterns: Home Dashboard

screenElements:
Search Bar
Dialog
Divider
Tab
Badge

screenPatterns: Search Search Home Dashboard

screenKeywords:
?
|Q rebrand Clear Search X
All Projects Files Contacts
Rebranding Project
Planning - Design - August 5, 2023
?
|Q rebrand Clear Search X
All Projects Files Contacts
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- Planning
Design
August 5, 2023
Rebranding Project
- Planning
Design
August 5, 2023
Invoice @ Feedback & Testimonial questi... ~ © All-in-One Booking flow
== Smart file ! Smart file = SENT E55% Smartfile DRAFT
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|B Home + NEW & (3] ’
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SETUP YOUR ACCOUNT
Q PROJECTS | a PAYMENTS
2 new inquiries AUGUST GROSS PAYMENTS PAID/PROCESSING (2)
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© Rebranding Project $0
Joe's Project -
« Paid (2) « Processing (0) © Rebranding Project $10
$10 $0
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$0 $0
ALL EXISTING OVERDUE PAYMENTS (0)
$0
|§ i | CALENDAR |§E| TASKS d REPORTS °
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Invoice
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Rebranding Project
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Filtering services

screenElements:
Chip
Stacked List
Card

screenElements:
Checkbox
Stacked List
Chip
Stacked List
Card

pageType: Marketing Marketing Marketing Marketing Marketing Marketing

screenKeywords:
HONEYBOOK PROS What do you need help with? Become a Pro
Kyle Goldie
Kyle Goldie - Lake Stevens, WA NEW
Design & Branding Business Strategy & Coaching Marketing & Sales
& Brandi Lilley
Luneer Mgmt . Boston, MA 44
Setup & Workflows Design & Branding Business Strategy & Coaching  Virtual Assistant
@\ Deanna Burks
e \ ‘\‘ Deanna Burks Design « Hendersonville, TN 181
>
Setup & Workflows Design & Branding Marketing & Sales Business Strategy & Coaching
/ Ally Bauer
Ally B Designs - Kearney, NE 10
Design & Branding Virtual Assistant  Setup & Workflows
%ﬁ“ Priscilla Presley
m The Forward Female - Los Angeles, CA 1
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Design & Branding Marketing & Sales Business Strategy & Coaching
|HONEYBOOK PROS What do you need help with? Become a Pro
Setup & Workflows Marketing & Sales Design & Branding Business Strategy & Coaching Virtual Assistants Finance & Legal
Design & Branding
Find creative talent to elevate your brand and ensure every client interaction is as beautiful as it is effective.

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Services = Hannah Reese
,?ff'*?m . . NEW
* Writefully Yours « Kansas City, MO
Brand Collateral
Design & Branding Business Strategy & Coaching Marketing & Sales
Branding
Design
Matthew Eriksen
Template Design 40
Good Brand Partners « Salem, MA
Industry Expertise Design & Branding Business Strategy & Coaching
Art and Design
= Sydney Young
Beauty ‘¥ Creative Bliss Co. « Powell River, BC Canada 59
Business Consulting
|HONEYBOOK PROS What do you need help with? Become a Pro
Sort by... v
Services Matthew Eriksen
Good Brand Partners « Salem, MA 40
v Brand Collateral
Design & Branding Business Strategy & Coaching
Branding
Design
TSI Lex Lancaster
v Template Design
o g Lex Lancaster Creative Co. « 12
Sunapee, New Hampshire
Industry Expertise Design & Branding Business Strategy & Coaching Marketing & Sales  Virtual Assistant ~ Setup & Workflows
Art and Design
s Brandi Lilley
Beauty W Luneer Mgmt « Boston, MA 44
Business Consulting
Setup & Workflows Design & Branding Business Strategy & Coaching  Virtual Assistant
Education
Entertainment
Deanna Burks
Events Deanna Burks Design « Hendersonville, TN 181
Florist
Setup & Workflows Design & Branding Marketing & Sales Business Strategy & Coaching
Food and Beverage
Health and Wellness .
‘ Ally Bauer
Home and Garden Ally B Designs - Kearney, NE 10
|HONEYBOOK PROS What do you need help with? Become a Pro
Sort by Jobs Completed (High to Low) v
Services Deanna Burks

Deanna Burks Design « Hendersonville, TN 181
Brand Collateral

Setup & Workflows Design & Branding Marketing & Sales Business Strategy & Coaching
Branding
Design

A = Jese Gary
Template Design . 15
‘ Greeneyedambition « Dallas, TX
Industry Expertise Setup & Workflows Design & Branding Business Strategy & Coaching
Art and Design
N Sydney Young

Beauty : Creative Bliss Co. - Powell River, BC Canada 59
Business Consulting

Design & Branding Setup & Workflows Business Strategy & Coaching
Education
Entertainment

s Brandi Lilley

Events “ Luneer Mgmt . Boston, MA 44
Florist

Setup & Workflows Design & Branding Business Strategy & Coaching  Virtual Assistant
Food and Beverage
Health and Wellness A

Matthew Eriksen
Home and Garden Good Brand Partners « Salem, MA 40
|HONEYBOOK What do you need help with? BECOME A PRO
+ Ay
v ¥
> \\/
o+ ¢ Design & Branding N
¥ Stand out with logo, branding, or template designs that take your client experiences to the next level.
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b ‘ Access trusted accountants and attorneys to make sure your business is buttoned up.
- .y
|HONEYBOOK PROS What do you need help with? Become a Pro
Sort by... v
Services ) Hannah Reese
% Writefully Yours « Kansas City, MO NEW
Brand Collateral '
Design & Branding Business Strategy & Coaching Marketing & Sales
Branding
Design
TSI Matthew Eriksen
emplate Design
P 9 Good Brand Partners « Salem, MA 40
Industry Expertise Design & Branding Business Strategy & Coaching
Art and Design
N Sydney Young
Beauty Creative Bliss Co. - Powell River, BC Canada 59
Business Consulting
Design & Branding Setup & Workflows Business Strategy & Coaching
Education
Entertainment
) Bonnie Bakhtiari
Events ’ b is for bonnie design « Waco, TX 3
Florist
Design & Branding
Food and Beverage
Health and Wellness
— Jese Gary
Home and Garden ‘ Greeneyedambition « Dallas, TX 15


Enabling response link

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Invoice  praFT : m
2] : SEND TEST
< Jane’s test project  Saving... 2 @ {g} @ N
'\ A ., X Date picker
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Setting default project type

screenPatterns:
Settings & Preferences
Set

pageType: Application Application Application Application

screenKeywords:
Manage project types X

Edit your project types and stay organized in your work

Corporate

Design

Event Default

Family

Party

Social

Wedding
+ Add project type

CANCEL
|B +new i 34 Q
.
Settings
Janes Studio it
COMPANY

Lead Sources Edit your lead sources to get better idea of where you're getting work from. EDIT

PREFERENCES
Project Details Customize the information that you collect about your projects. EDIT
Project Types Stay organized by personalizing your project types to reflect the work you offer. EDIT
Company Notifications
Select the notifications that you (and team members) will receive via email,
activity feed and/or notification center. Learn more
() Notify me by email within 1 day if my client has not viewed an email | sent with a file
() Notify me by email if a file I've sent has not been signed or paid after 7 days
() Notify me by email if | have not sent a file within 3 days of creating it
() Notify me by email 1 week prior to my project dates
() Display a notification when projects have conflicting dates
() Display automated emails that are sent to my clients in my project activity feed o
|Manage project types X

Edit your project types and stay organized in your work

Corporate

Design  Default

Event

Family

Party

Social

Wedding
+ Add project type
|Manage project types X

Edit your project types and stay organized in your work

Corporate

Design Set as default

Event Default

Family

Party

Social

Wedding
+ Add project type

CANCEL


Enabling automation

screenKeywords:
6 DAYS LEFT
ol > ke e @ @
Automations
Cue up a custom sequence of steps to keep your client process moving along even when you’re logged out.
] . . . 4+ NEW AUTOMATION
Need help with your automations? Visit the help center or hire a pro
AUTOMATION NAME ACTIVATE VIA LEAD FORM (O AUTOMATE VIA CONTACT FORM ()
Quick reply for new inquiries (Example)! Steps No forms set v Not Assigned v
Questions for new clients (example) 2 Steps No forms set v Not Assigned v
Request for a testimonial (example) 1 Steps No forms set v Not Assigned v
Sending Invoice 2 Steps Inquiry form v Not Assigned v
TRIGGER AUTOMATION BASED ON PROJECT TYPE
. Select the project types that you want to apply this automation to
+ New automation template when they come in via the contact form
Event
Corporate
Design
Family
Party
Social
Wedding
Default for contact form o
|lhB 2;‘“:;&;; Home Projects Contacts Tools v 4+ NEW ‘Tol Q
Automations
Cue up a custom sequence of steps to keep your client process moving along even when you’re logged out.
Need help with your automations? Visit the help center or hire a pro
AUTOMATION NAME ACTIVATE VIA LEAD FORM (O AUTOMATE VIA CONTACT FORM ()
Quick reply for new inquiries (Example)! Steps No forms set v Not Assigned v
Questions for new clients (example) 2 Steps No forms set v Not Assigned v
Request for a testimonial (example) 1 Steps No forms set v Not Assigned v
Sending Invoice 2 Steps No forms set v Not Assigned v
+ New automation template
O]
|lhB 2;‘“:;&;; Home Projects Contacts Tools v 4+ NEW fTGl Q
Automations
Cue up a custom sequence of steps to keep your client process moving along even when you’re logged out.
Need help with your automations? Visit the help center or hire a pro
AUTOMATION NAME ACTIVATE VIA LEAD FORM (O AUTOMATE VIA CONTACT FORM ()
Quick reply for new inquiries (Example)! Steps No forms set v Not Assigned v
Questions for new clients (example) 2 Steps No forms set v Not Assigned v
Request for a testimonial (example) 1 Steps No forms set v Not Assigned v
Sending Invoice 2 Steps Inquiry form v Not Assigned v
+ New automation template
O]
|6 DAYS LEFT
ol > ke e @ @
Automations
Cue up a custom sequence of steps to keep your client process moving along even when you’re logged out.
] . . . 4+ NEW AUTOMATION
Need help with your automations? Visit the help center or hire a pro
AUTOMATION NAME ACTIVATE VIA LEAD FORM (O AUTOMATE VIA CONTACT FORM ()
Quick reply for new inquiries (Example)! Steps No forms set v Not Assigned v
Questions for new clients (example) 2 Steps No forms set v Not Assigned v
Request for a testimonial (example) 1 Steps No forms set v Not Assigned v
Sending Invoice 2 Steps No forms set v Not Assigned v
TRIGGER AUTOMATION FORM A LEAD FORM.
. Select the specific lead forms that you want to trigger this
+ New automation template automation.
Inquiry form
|lhB 2;‘“:;&;; Home Projects Contacts Tools v 4+ NEW [_Gl Q
o
Automations
Cue up a custom sequence of steps to keep your client process moving along even when you’re logged out.
] . . . 4+ NEW AUTOMATION
Need help with your automations? Visit the help center or hire a pro
AUTOMATION NAME ACTIVATE VIA LEAD FORM (O AUTOMATE VIA CONTACT FORM ()
Quick reply for new inquiries (Example)! Steps No forms set v Not Assigned v
Questions for new clients (example) 2 Steps No forms set v Not Assigned v
Request for a testimonial (example) 1 Steps No forms set v Not Assigned v
Sending Invoice 2 Steps Inquiry form v Design v
+ New automation template
|6 DAYS LEFT
ol > ke e @ @
Automations
Cue up a custom sequence of steps to keep your client process moving along even when you’re logged out.
] . . . 4+ NEW AUTOMATION
Need help with your automations? Visit the help center or hire a pro
AUTOMATION NAME ACTIVATE VIA LEAD FORM (O AUTOMATE VIA CONTACT FORM ()
Quick reply for new inquiries (Example)! Steps No forms set v Not Assigned v
Questions for new clients (example) 2 Steps No forms set v Not Assigned v
Request for a testimonial (example) 1 Steps No forms set v Not Assigned v
Sending Invoice 2 Steps Inquiry form v Not Assigned v
TRIGGER AUTOMATION BASED ON PROJECT TYPE
. Select the project types that you want to apply this automation to
+ New automation template when they come in via the contact form
Event
Corporate
Design
Family
Party
Social
Wedding
Default for contact form o
|6 DAYS LEFT
ol > ke e @ @
Automations
Cue up a custom sequence of steps to keep your client process moving along even when you’re logged out.
. , o . 4+ NEW AUTOMATION
Need help with your automations? Visit the help center or hire a pro
AUTOMATION NAME ACTIVATE VIA LEAD FORM (O AUTOMATE VIA CONTACT FORM ()
Quick reply for new inquiries (Example)! Steps No forms set v Not Assigned v
Questions for new clients (example) 2 Steps No forms set v Not Assigned v
Request for a testimonial (example) 1 Steps No forms set v Not Assigned v
Sending Invoice 2 Steps No forms set v Not Assigned v
TRIGGER AUTOMATION FORM A LEAD FORM.
. Select the specific lead forms that you want to trigger this
+ New automation template automation.
Inquiry form


Online payments

screenElements: Accordion Link

screenElements: Illustration Accordion Link Icon

pagePatterns:
Features Page
Features Page
Feature Section
Features Page
FAQ Section
Content Section

pageType: Marketing Marketing Marketing Marketing Marketing Marketing Marketing Marketing Marketing Marketing Marketing

screenKeywords:
HONEYBOOK Features v Templates Pricing Resources v Login
Protect your small business with
HoneyBook payments
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’ l N ° d 902,00,

Dispute resolution Secure payments Cashflow confidence
When client disputes happen, HoneyBook has Your security is our first priority. Our in-house Stop waiting for checks in the mail. Get paid
your back. Unlike other platforms, our team fraud team monitors all transactions, keeping faster and know with confidence when your

works side-by-side with you, instead of you and your clients safe. money will reach your account.

automatically refunding the client.
Templates for every stage of your clientflow
|HONEYBOOK Features v Templates Pricing Resources v Log in Start free trial
FOR YOUR BUSINESS

@ Automatic payment reminders @ Recurring and scheduled payments
Asking for money can be awkward, even when it’s hard- Whether you charge a retainer, monthly subscription, or
earned. Automatic payment reminders take that job off your something else, create invoices customized for your
plate. business.

@ Credit, Debit, and ACH/bank transfer @ Mobile invoicing
Accept all major credit/debit cards and bank transfers. Plus, Our Android and iOS apps let you send professional
accept cash/checks at no charge. invoices on-the-go and track payments in real time.
|HONEYBOOK Features v Templates Pricing Resources v Login
e ° 0
“Game changer. Saves time and gets me paid quickly.
You guys rock!”
o
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.
Small businesses that accept online payments make
2x more than those that don't.
PayPal Canada’s Canadian Landscape Study 2017
No credit card required
Protect your small business with
|HONEYBOOK Features v Templates Pricing Resources v Login
e Give clients a frictionless
payment experience
$2,000 v Invoice, contract & payment in one step
=9 v Accept credit/debit cards & bank transfers
. v Clients can auto-pay
Gr0r By A 9 St et A v Mobile friendly
Automate my next 3 payments with this card.
“So easy and user friendly. [HoneyBook] makes it easy for
clients to make payments.”
i Kati Fictum
Bellart Photography + Design
. . . M
Get paid quickly and on time,
[ SCHEDULED PAYMENT @ Your client paid you $250
every time e
$250 Aug 1, 2019
|HONEYBOOK Features v  Templates  Pricing  Resources v  Log in
Online Payment FAQs
What does it take to start using HoneyBook payments? +
What are your processing fees? +
Do you automatically move client payments to my bank account? +
Can | use my own payment processor? +
Can | pass the transaction fee onto my client? +
What if my client disputes a payment they made? +
What does my client experience when they pay an invoice? +
Does HoneyBook offer fraud protection? +
|HONEYBOOK Features v Templates Pricing Resources v Log in
Online Payment FAQs
What does it take to start using HoneyBook payments? —
Next to nothing! Because we act as your payment processor, you can simply sign up for a HoneyBook account and
start collecting client payments — no switching, connecting, or upstart required. With one account, you can consolidate
all aspects of your business. Interested? Learn more about HoneyBook features.
What are your processing fees? +
Do you automatically move client payments to my bank account? +
Can | use my own payment processor? +
Can | pass the transaction fee onto my client? +
What if my client disputes a payment they made? +
What does my client experience when they pay an invoice? +
|HONEYBOOK Features v Templates Pricing Resources v Log in
[ [
Simple, secure online -
ayments 9 ’
p y Cube Design - -
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FOR YOUR CLIENTS

@ Easy auto-pay @ Pay from any device or in-person
Want to allow clients to auto-pay? Just turn on the auto-pay Clients can easily make payments from their phone, tablet,
option. Clients securely opt in with one click, and you’re or laptop, with O-friction. This means faster payments for
guaranteed on-time payments. you.

@ Tipping @ Invoice, contract and payment in one step
Want to allow clients to tip? Just turn on the gratuity option. Tired of back and forth? Allow clients to sign a contract and
Cha-ching! pay in one, seamless step.
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How online payments can power
your small business
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Everything you need to run your Make it easy for clients to pay you Customizable contracts that look
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invoices contracts schedule workflows inquiries projects questionnaires payments
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No credit card required
$8B+ 90 % of invoices 95% of members
earned by HoneyBook members are paid on time or early feel more organized with HoneyBook
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93% of our members said they would
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