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screenElements:
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screenElements:
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screenElements:
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screenPatterns:
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pageType: Application Application Application Application Application Application

screenKeywords:
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Settings & integrations

appName: June

appCategory: Business

appTagline: Product analytics for B2B saas

companyHqRegion: US & Canada

companyStage: Bootstrapped & Indie

platform: web

pageType: Application

hotspotType: Click

hotspotType: Scroll Vertically

screenPatterns:
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pageType: Application Application Application Application

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Reports

screenElements:
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screenElements:
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pageType: Application Application

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Help center

appName: HoneyBook

appTagline: Clientflow management for independent businesses

companyStage: Growth Stage

pageType: Marketing

pagePatterns:
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files payments, and other financial features

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Using HoneyBook via our iOS and Android mobile apps Managing your HoneyBook Calendar and making
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About

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HONEYBOOK | BLOG
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INVOICE Create a custom invoice in minutes
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Want to learn more?

¢ Understanding HoneyBook reporting

e Customizing project types

¢ Creating custom project details
Still have questions? Feel free to send us a message by clicking the Question Mark
icon on any HoneyBook page. Our team is always happy to help!

Did this answer your question?
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|HONEYBOOK
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All Collections > Getting Started > Understanding the basics > Your HoneyBook home page
Your HoneyBook home page
Navigating and understanding the contents of your home page dashboard
Updated over a week ago
Your HoneyBook home page is where you'll be dropped when you log into
HoneyBook, and it's meant to give you a quick overview of what's going on in your
account that day.
Each section of your home page—Projects, Calendar, Tasks, Payments, and
Reports—will provide shortcuts to recent activity that you might want to take a look
at, such as new inquiries in your pipeline, projects with new activity (like a signature
added or a payment made), or things going on in your calendar and task list.
In this article, we'll review:
¢ Navigating your home page
e The projects tile of your home page
e The calendar tile of your home page
e The tasks tile of your home page
e The payments widget of your home page
e The reports tile of your home page
|Navigating your home page
In addition to the activity shortcuts in your home page tiles (which we'll review
below), you'll also notice a few other icons and menus—here’s what's available!
Search icon: Top left corner. Search for projects, files, or contacts.
Projects tab: Top navigation bar. Brings you to your full list of projects in the context
of your project pipeline.
Contacts tab: Top navigation bar. Opens this list in which all your contacts are
added and stored.
Tools tab: Top navigation bar. Allows you to access a multitude of tools, including:

e Templates

e Bookkeeping

e Calendar

e Scheduler

e Reports

e Tasks

e Contact Form

e Image & file library

e Automations

e Batch emails
Plus (+) new icon: Top right corner. Allows you to quickly create a new project, client,
file, or meeting.
Gift icon: Top right corner. Offers easy access to your referral code and earnings
dashboard.
Bell icon: Top right corner. Allows you to adjust your notification settings and .
review any notification activity. 5
|Customizing lead sources >
Understanding the basics

Your HoneyBook home page >
Understanding and using smart templates >
Using keyboard shortcuts in HoneyBook >
The home page payments widget >
Clients & Creatives

Your clients' experience with the client portal >
Customizing and sharing your client portal login >
Adding existing clients and files from another system into HoneyBook >
Importing your Google contacts >
When | add a contact, will it send them a notification? >
Adding private notes on a contact >
Starring a Creative contact >


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Rating insight

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View activation & milestones

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Report detail (Demo)

screenPatterns: Home Charts Dashboard

screenPatterns:
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Changelog

pagePatterns:
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charts load faster when you're opening the app.
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All new events page
Deciding what to build as a product team in the early stage is a balancing act.
To deliver more value to customers you need to make sure both that what you already
have is working well and that you are building the right things.
This week, while most of our team was focused on shipping performance improvements
across the board, we also shipped some new features to address some of the problems
people mentioned in our feedback sessions.
New events page
Our events page was starting to show its age. In our feedback sessions we collected a lot
of feedback about it and we decided to build a new version of it.
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Editing a user

screenPatterns:
Action Option
Edit
User / Group Profile

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Billing

screenKeywords:
gmail v (?) To test your setup in a staging or development environment you can create a test workspace. Show me how X
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Q Getting started APl keys
v gmail .
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YOUR_USER_ID and YOUR_GROUP_ID with the unique identifier for the user and the ry June
company they belong to in your database, or read our docs. Not ready to set up? Play with our demo
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name: 'Acme Inc'
n; 33%
0/1,000 MAU Start Free Trial @
[ ]
® [ ]
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|tj Jane's Workspace v
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v k ) d billing inf i [V ERET 1l Te e
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) Getting started Current period
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2 Home Overview
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+
(4] Reports
Your MAU usage for the current period 0/1,000 MAU
- Events
22 People
MAU included 2,000
22 Audiences
Free plan $0 / month
Current total this month $0
How we calculate your MAU (Monthly Active Users)
Monthly active users are calculated by looking at the count of unique users who have triggered an event or page view between the 4th Jul,
2023 and the 4th Aug, 2023.
Guardrail*
The Growth plan includes up to 1,000 track events per MAU. The vast majority of June customers use well under these limits. Exceeding these
Demo mode limits, we will calculate your MAU based on the monthly tracked events (total number of events /1,000).
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0/1,000 MAU Start Free Trial @


Sharing graph

screenKeywords:
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@ Share on the web ¥ Download image
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O SUETCR G ET o))
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EVENT TOTAL v MIN MAX MEAN
[ Page where url is https://acmecorp.vercel.app/ 2 0 2 0
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Reports are in UTC time
Oo - + :
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Adding an insight (view)

screenKeywords:
-
& Jane's Workspace v
- View Done

[4 New report Q

) Getting started Auto-qualify your sign-ups

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(4] Reports

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|Add insights X
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Mon, 31 Jul Mon, 07 Aug Jun 19 - Jun 25 Aug 07 - Aug 13

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X Active users 2, Active users 2, Active users

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|Add insights X
Report type Reports
Active users v X, Active users v
Daily active users Most active [ Weekly active users
2, Active users X, Active users 2, Active users
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Mon, 31 Jul Mon, 07 Aug Jun 19 - Jun 25 Aug 07 - Aug 13

Monthly active users Percentage of weekly active... Percentage of monthly active...

X Active users 2, Active users 2, Active users

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|-
bﬂ Jane's Workspace v
- View Done

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% Home Edit

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Live chat

pageType: 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
LAl Ll 1Vl 11CC, c q
» »
Start free trial $ $
No credit card required a $ $ $
Hello there.
¢ ¢ ¢ ¢ @ How can we help?
Send us a message >
We'll be back online later today
HONEYBOOK
Product Resources Free tools
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Proposals Help center Free email signature g
. . L Email content best practices >
Online invoices Pros marketplace Free mission statemen
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Payment reminders Free account migration Free invoice templates . .
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Scheduling Blog Free contract template
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Automation Resources of HoneyBook
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Pricing e a @
Home Messages Help
© 2023 HoneyBook Inc. H o @ L @ Powered by Intercom
EEREULERSSEE W S


Filtering Benchmarks

pagePatterns:
Misc
Stats Section

pageType: Marketing Marketing Marketing

screenKeywords:
@ June Features v Customers Pricing Changelog m
SaaS duct tri
Product metric benchmarks to help you compare your product metrics to products at your stage.
Benchmark © User retention benchmark for SaaS companies
@ Acquisition @ Activation
24.9% 23.8% 17.65%
o (0] . (0] . (0]
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Vsl © B2C
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Stage
1st quartile 24.9% 15.25% 22.05%
O Cariae A Median retention 23.8% 13.8% 11.1%
|@ June Features v Customers Pricing Changelog m
SaaS duct tri
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Benchmark © User base growth week over week benchmark for Saas companies
2.05% 1.25% 1.11%
o o o (0] o (0]
0 User retention
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(S I:7i:l © B2C
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Founding stage Pre-seed ® Seed ® Series A ®
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Median WoW qgrowth 1.25% 1.94% 1.51%
|@ June Features v Customers Pricing Changelog m
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@ Acquisition @ Activation
22.05% 111% 7.7%
o o . o . (0]
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1st quartile 24.9% 15.25% 22.05%
O Cariae A Median retention 23.8% 13.8% 11.1%


User detail

screenPatterns:
Charts
User / Group Profile
User / Group Profile

screenKeywords:
DEMO WORKSPACE X
B Stripe Demo v last_name Larkin --
name Jordan Larkin
Overview Feed
[4 New report Q plan Paid
2 Home ) What are traits? X Event activity Day  Week  Month
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+ company to help slice your data Any event v
(4] Reports e.g. email or is_paying: Learn
eI + Add events
<% Events
22 People 17
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22 Audiences
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jordan@schamberger-and-sons.com
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Sat, 08 Jul Mon, 07 Aug
Company
Y Schamberger and Sons
Most triggered events All time
] Demo mode © Activation invoice_created 15
v team ¥ Activation & Milestones View > KYC_completed 13
0 Feedback @ signed up signed_up 1
@ Help and docs @ setup logged._in 10
@ Used
invi 8
551/10,000 MAU @ Anal teammate_invited ‘
|DEMO WORKSPACE X
nl Retention D Add label @ 2 events a 4025 out of 4025 users # Aug1,2022-Feb1,2023
Learn more about how we calculate the graph above v
Most retained £ Cc
s jordan@schamberger-and-sons.com 7
(%g Used over 7 weeks, joined week of 08 May 2023
2 © wilburn@rowe-lubowitz-and-mitchell.com
Used over 7 weeks, joined week of 22 May 2023
r hershel@wisozk-goldner.com
Used over 6 weeks, joined week of 15 May 2023
' vernon@gerlach-ondricka-and-heller.com
Used over 6 weeks, joined week of 15 May 2023
w lucien@rohan-dach-and-jakubowski.com
Used over 6 weeks, joined week of 15 May 2023
These retained users have been performing events consistently. Look at their user View Users
profiles to find common patterns amongst them.
L 4
Acquisition Cohort # e < C
DATE USERS NUMBER OF WEEKS LATER YOUR USERS WERE RETAINED
0 1 2 3 4 5
Aug 07-13 2023 0 0% O
o .
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Jul 31-06 2023 [ ) 200
|DEMO WORKSPACE X
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<& Back to users
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+
(] Reports Jordan Larkin
J jordan@schamberger-and-sons.com
‘% Events
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& Audiences emall jordan@schamberger-and... User since ® ;is/t.\see;;;S
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first_name Jordan 12 May, 2023 09:00 pm
last_name Larkin
name Jordan Larkin
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plan Paid
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|DEMO WORKSPACE X
nl Retention D Add label @ 2 events a 4025 out of 4025 users # Aug1,2022-Feb1,2023
Learn more about how we calculate the graph above v
Most retained £ Cc
s jordan@schamberger-and-sons.com
(%g Used over 7 weeks, joined week of 08 May 2023
2 © wilburn@rowe-lubowitz-and-mitchell.com
Used over 7 weeks, joined week of 22 May 2023
r hershel@wisozk-goldner.com
Used over 6 weeks, joined week of 15 May 2023
' vernon@gerlach-ondricka-and-heller.com
Used over 6 weeks, joined week of 15 May 2023
w lucien@rohan-dach-and-jakubowski.com
Used over 6 weeks, joined week of 15 May 2023
These retained users have been performing events consistently. Look at their user View Users
profiles to find common patterns amongst them.
Acquisition Cohort # e < C
DATE USERS NUMBER OF WEEKS LATER YOUR USERS WERE RETAINED
0 1 2 3 4 5
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& Home August 2022 August 2023
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% Events Most triggered events All time
22 People Activation invoice_created 15
¢% Audiences @ Activation & Milestones ~ View KYC_completed 13
@ Signed up signed_up n
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551/10,000 MAU


Saving audience

screenKeywords:
Save audience X
Saved audiences enable you to save a set of filters that you can use
in any report

Pick a name for your audience

Give a meaningful description of your audience: who are the

people you are filtering?

z
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|> |
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s
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in any report
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s
Filters v


Switching to company report

screenElements:
Toolbar
Icon
Segmented Control

screenKeywords:
Page views @ Explore pages D Page where url is https://acmecorp.vercel.app/ a 0 out of 0 companies 3 months v
Exploration WEEK = MONTH & gl
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EVENT TOTAL v MIN MAX MEAN
[ Page where url is https://acmecorp.vercel.app/ 2 0 2 0
Learn more about the explorer v
Reports are in UTC time
o + .
S H #E = C o
|Page views @ Explore pages D Page where url is https://acmecorp.vercel.app/ a 1out of 1users 3 months v
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EVENT TOTAL v MIN MAX MEAN
[ Page where url is https://acmecorp.vercel.app/ 2 0 2 0
Learn more about the explorer v
Reports are in UTC time
Company report
Oo - + :
& €8 S C ¢ -


Submitting a lead form

screenKeywords:
Multiple-choice question type. Click here to Dropdown question type. Click here to edit
edit me or remove. me or remove.
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Option 2. Edit me.
Option 3. Edit me.
Option 4. Edit me.
| What services are you interested in? Optional
One-time Session Short term service Long term service
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the service item. Click to the service item. Click to the service item. Click to
add your own text and add your own text and add your own text and
edit. edit. edit.
Quantity: 1 Quantity: 1 Quantity: 1
$250 $1,500 $3,500
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
|-_— 9“;‘&‘
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STUDIO
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Option 2. Edit me.
Option 3. Edit me.
Option 4. Edit me.
| What services are you interested in? Optional
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add your own text and add your own text and add your own text and
edit. edit. edit.
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|X
&%
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Joe jdoe.mobbin@gmail.com
* This question is required * This question is required
Long-text question type. Click here to edit or remove.
I'm placeholder text. Edit me.


Requesting workspace deletion

actions:
Deleting & Deactivating Account
Requesting

screenPatterns:
Settings & Preferences
Delete & Deactivate Account
Delete & Deactivate Account
Acknowledgement & Success

screenKeywords:
Are you absolutely sure? X
Unexpected bad things will happen if you don't read this!
Are you sure you want to delete all the data collected by June for this workspace?
Before deleting your account and all associated data, we need you to make sure
you have disconnected your product-usage data from June. If you have not done
so, please disconnect your Segment account or remove the June SDK from your
app.
If you're still sending data to June about your users, we will not be able to delete
your account. Before deleting your account we want to make sure you won't keep
sending us data about your customers after your account is deleted.
This action cannot be undone. This will permanently delete all the data collected
by June for this workspace. This includes all the data collected by June for your
users, events, reports, audiences and every user in your workspace that does not
belong to any other workspace.
Please type delete workspace to confirm.
delete workspace
|| 4 Send events and customer data to June || Send events and customer data to June
-
?3; Jane's Workspace v
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4 New report Q 34 ac % ubspo
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DANGER ZONE
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Request workspace deletion
Help and docs . . i Request workspace deletion
Request deletion for your workspace. This will delete all the data collected by June.
0/1,000 MAU Start Free Trial @
|Are you absolutely sure? X
Unexpected bad things will happen if you don't read this!
Are you sure you want to delete all the data collected by June for this workspace?
Before deleting your account and all associated data, we need you to make sure
you have disconnected your product-usage data from June. If you have not done
so, please disconnect your Segment account or remove the June SDK from your
app.
If you're still sending data to June about your users, we will not be able to delete
your account. Before deleting your account we want to make sure you won't keep
sending us data about your customers after your account is deleted.
This action cannot be undone. This will permanently delete all the data collected
by June for this workspace. This includes all the data collected by June for your
users, events, reports, audiences and every user in your workspace that does not
belong to any other workspace.
Please type delete workspace to confirm.
delete workspace
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We hope you do.
93% of members would recommend
HoneyBook to a friend.
No credit card required
HONEYBOOK
Product Resources Free tools HoneyBook
All-in-One platform Live chat Free invoice generator About
|HONEYBOOK Features v Templates Pricing Resources v Log in Start free trial
g All-in-One platform Cs) Online payments Online contracts
Everything you need to run your Make it easy for clients to pay you Customizable contracts that look
business in one place. with online payments. professional.
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Easily book clients with invoice Skip the back and forth and book Gain insight, boost productivity,
and contract all in one. meetings 2x faster. and increase revenue.
BB Features overview E Online invoices {E} Automation
Powerful features built for small Professional invoices that get you Automating your tasks, setting
businesses. paid fast. your busywork on autopilot.
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Send Sign Book & Automate Track Manage Send forms & Accept online Not sure
invoices contracts schedule workflows inquiries projects questionnaires payments
Start free trial
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
|HONEYBOOK Features v Templates Pricing Resources v Log in
MORE TIME TO FOCUS ON YOUR PASSION
Free up your time with HoneyBook. Do more of what you love.
80-
TIME BEING
CREATIVE
20% TIME MANAGING YOUR BUSINESS