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Onboarding

actions:
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appName: June

appCategory: Business

appTagline: Product analytics for B2B saas

companyHqRegion: US & Canada

companyStage: Bootstrapped & Indie

platform: web

pageType: Marketing

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pagePatterns:
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pageType: Application

hotspotType: Keyboard Input

screenElements:
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screenPatterns: Signup Error

screenElements:
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screenPatterns:
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pagePatterns:
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pageType: Application Application Application Application Application Application Application Application Marketing Application Application

screenKeywords:
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Welcome to June
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|® x
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Try our Growth plan for free
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your monthly active users limit
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Editing login screen (client portal)

appName: HoneyBook

appTagline: Clientflow management for independent businesses

companyStage: Growth Stage

hotspotType: Scroll Vertically

screenPatterns: Publish Confirmation

screenPatterns:
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pageType: Marketing Marketing

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pageType: Marketing Marketing Marketing Marketing

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Editing your existing bank account

How to update bank account or business owner information in your bank details...
If you need to make changes to your bank account info or your business owner
details, here's how!... Otherwise, deposits to your bank account will not process
What is and is not shared between companies

Understanding what account information is shared when you have multiple
companies under one HoneyBook account... Your main HoneyBook account will be
the original account with which you signed up... Bank accounts

Integrating your HoneyBook account to QuickBooks Online

Connect your HoneyBook account to QuickBooks Enter your QuickBooks tax rate
and deposit account... Select your QuickBooks deposit account from the drop-
down menu (aka the bank account that payments you... Note The default
QuickBooks account you select in HoneyBook should match the bank account
How to cancel your HoneyBook account

You can find instructions for cancelling your paid HoneyBook account below... To
cancel your paid HoneyBook account: 1

Video Tutorial: Connecting your bank account to HoneyBook

Avideo walkthrough of how to add your bank account information to HoneyBook...
funds can be deposited directly into your account in a matter of days!... account will
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|HONEYBOOK
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g0 out to your account email address

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Use the "My Account" section to edit your personal account details... Setting up

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settings: 1

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|HONEYBOOK
Find advice and answers to help you get the most out of HoneyBook, V
including step-by-step instructions, video walkthroughs, and more.
Q, Search for articles... '
Getting Started Training & Video Tutorials
Setting up your account to get started with HoneyBook Step-by-step video walkthroughs and recorded
webinars to help get the most out of HoneyBook

21 articles 40 articles

My Account My Workflow

Managing your personal and company-wide account Understanding process-building, projects, workspaces,

settings in HoneyBook contact forms, and automations in HoneyBook

34 articles 53 articles
|HONEYBOOK
Find advice and answers to help you get the most out of HoneyBook, V
including step-by-step instructions, video walkthroughs, and more.
Q, account X
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g0 out to your account email address
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your personal profile in HoneyBook is a quick and easy way to make sure your
HoneyBook account... To update details in the "My Account" section of your
settings: 1
Connecting your bank account to HoneyBook
How to direct incoming funds to the bank account of your choice... Where to add or
edit your business and bank account information... How to connect your bank
account


Referrals terms & privacy

pagePatterns:
Footer Section
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pagePatterns:
Footer Section
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Terms & Privacy Page

pageType: 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
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© 2023 HoneyBook Inc. o 1 2 Download on the \,. Download on
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AFFILIATE PROGRAM
Date of Last Revision: June 5th, 2023
HONEYBOOK AFFILIATE AGREEMENT
PLEASE READ THE ENTIRE AGREEMENT. YOU MAY PRINT THIS PAGE FOR YOUR RECORDS. THIS IS A LEGAL AGREEMENT BETWEEN
YOU AND (IF APPLICABLE) THE COMPANY YOU REPRESENT (collectively, “AFFILIATE” OR “YOU”, “YOUR” ETC.) AND HONEYBOOK, INC.
(“‘HONEYBOOK” OR “WE”, “US”, “OUR”, ETC.). BY SUBMITTING OUR ONLINE AFFILIATE SUBMISSION FORM OR BY COPYING,
DISPLAYING OR OTHERWISE USING OUR AFFILIATE LINK, YOU ARE AGREEING THAT YOU HAVE READ AND UNDERSTAND THE
TERMS AND CONDITIONS OF THIS AGREEMENT AND THAT YOU UNCONDITIONALLY AGREE TO BE LEGALLY BOUND BY ALL OF THE
TERMS AND CONDITIONS CONTAINED HEREIN. IF THESE TERMS ARE CONSIDERED AN OFFER, ACCEPTANCE IS EXPRESSLY LIMITED
TO THESE TERMS. IF YOU DO NOT UNCONDITIONALLY AGREE TO ALL OF THESE TERMS, YOU HAVE NO RIGHT TO PARTICIPATE IN
OUR AFFILIATE PROGRAM.
1. Overview
This Agreement contains the complete terms and conditions that apply to you becoming an affiliate in Honeybook's affiliate program (the
“Affiliate Program”). If you are an individual, you must be 18 years or older to participate in our Affiliate Program; if you are under 18 years
old, you are not authorized to participate in our Affiliate Program and you have no right to (and shall not) receive any fees hereunder.
2. Affiliate Obligations
2.1. To become an affiliate partner, you will need to complete our applicable online affiliate enrollment process. The fact that we may auto-
approve new affiliates does not imply that we may not re-evaluate your status at a later time. We may reject or cancel your application or
status as an affiliate if we determine that vour site or other applications or offerinas are unsuitable for our Affiliate Proaram. includina.
|HONEYBOOK LOGIN START FREE TRIAL
11. Representations and Warranties
You represent and warrant that: this Agreement has been duly and validly executed and delivered by you and constitutes your legal, valid,
and binding obligation, enforceable against you in accordance with its terms; you have the full right, power, and authority to enter into and
be bound by the terms and conditions of this Agreement and to perform your obligations under this Agreement, without the approval or
consent of any other party; and you have sufficient right, title, and interest in and to the rights granted to us in this Agreement.
12. Limitations of Liability
WE WILL NOT BE LIABLE WITH RESPECT TO ANY SUBJECT MATTER OF THIS AGREEMENT UNDER ANY CONTRACT, NEGLIGENCE,
TORT, STRICT LIABILITY OR OTHER LEGAL OR EQUITABLE THEORY FOR ANY INDIRECT, INCIDENTAL, CONSEQUENTIAL, SPECIAL OR
EXEMPLARY DAMAGES (INCLUDING, WITHOUT LIMITATION, LOSS OF REVENUE OR GOODWILL OR ANTICIPATED PROFITS OR LOST
BUSINESS), EVEN IF WE HAVE BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. FURTHER, NOTWITHSTANDING ANYTHING
TO THE CONTRARY CONTAINED IN THIS AGREEMENT, IN NO EVENT SHALL HONEYBOOK'S CUMULATIVE LIABILITY ARISING OUT OF
OR RELATING TO THIS AGREEMENT, WHETHER BASED IN CONTRACT, NEGLIGENCE, STRICT LIABILITY, TORT OR OTHER LEGAL OR
EQUITABLE THEORY, EXCEED THE TOTAL FEES PAID TO YOU UNDER THIS AGREEMENT IN THE PRECEDING SIX (6) MONTH PERIOD.
13. Indemnification
You hereby agree to indemnify and hold harmless Honeybook, and its subsidiaries and affiliates, and their directors, officers, employees,
agents, shareholders, partners, members, and other owners, against any and all claims, actions, demands, liabilities, losses, damages,
judgments, settlements, costs, and expenses (including reasonable attorneys' fees) (any or all of the foregoing hereinafter referred to as
"Losses") arising out of or relating to your activities in connection with this Agreement or your participation in our Affiliate Program,
including, without limitation, any Losses relating to (i) any claim that our use of your trademarks or other provided materials infringes on any
intellectual property or proprietary right of any third party, (ii) any misrepresentation, fraud, abuse, negligence or breach of this Agreement
by you, or (i) any claim relating to your site, products or services.
14. Miscellaneous
You agree that you are an independent contractor, and nothing in this Agreement will create any partnership, joint venture, agency,
franchise, sales representative, or employment relationship between you and Honeybook. You will have no authority to make or accept
any offers or representations on our behalf and you will not make any statement that implies anything to the contrary. Neither party may
assign its rights or obligations under this Agreement to any party, except that we may assign this Agreement to a successor to all or
substantially all of our assets or business. This Agreement shall be governed by and interpreted in accordance with the laws of the State of
California without regard to the conflicts of laws and principles thereof. You may not amend or waive any provision of this Agreement
unless in writing and signed by both parties. This Agreement represents the entire agreement between us and you, and shall supersede all
prior agreements and communications of the parties, oral or written. The headings and titles contained in this Agreement are included for
convenience only, and shall not limit or otherwise affect the terms of this Agreement. If any provision of this Agreement is held to be invalid
or unenforceable, that provision shall be eliminated or limited to the minimum extent necessary such that the intent of the parties is
effectuated, and the remainder of this agreement shall have full force and effect.


Uploading a logo

actions:
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pageType: Application Application Application

screenKeywords:
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screenKeywords:
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Y
Thanks for
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|HONEYBOOK | BLOG
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Product education

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probably thinking, "Well, now what do | do?" That’s where we come in! Whether you're a brand
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Resources

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pageType: Marketing Marketing Marketing Marketing Marketing Marketing Marketing

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Stop switching tools for every task. Keep Funnel prospective clients from your website, Make it easy for clients to pay you. Set a fixed
everything — client communication, Facebook ads, and email directly into payment schedule or charge on a recurring
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What types of businesses use HoneyBook?
DJ Booking_Software Venue Management Software Software for Florists
CRM for Consultants CRM for Freelancers Health Coach Software
Catering Management Software Doulas Business Software Software for Event Planners
Marketing_Consultant Software CRM for Designers CRM for Graphic Designers
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Scheduling onboarding call

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Importing data

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Creating a new key

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Inviting team members

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pageType: Application Application Application Application Application

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Adding an event

screenKeywords:
O Setup the explorer report
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screenPatterns:
Add & Create
User / Group Profile

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Report detail

screenKeywords:
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Editing Home

screenPatterns: Edit Home

screenKeywords:
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% Home Edit
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Benchmarks

pagePatterns:
Landing Page
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pagePatterns:
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pageType: Marketing Marketing Marketing Marketing Marketing

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percent per week, while an exceptional growth rate is 10 percent per week.
Method used
For this benchmark we used "User base growth" at a user level to compare growth across venture
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Connect your product usage data to June and get your acquisition out of the box:
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percent per week, while an exceptional growth rate is 10 percent per week.
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screenKeywords:
¢ Default Contact Form PREVIEW
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Press

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People

hotspotType: Scroll Horizontally

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News article detail

screenPatterns:
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pagePatterns:
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Press & Media Page

screenKeywords:
We were joined by HoneyBook members Joshua Brown of Joshua Brown Photography,
Kait Day of Nowaday Studio, Diana Wei Fang of The Finer Points, Adam Morgan of DJ
Adam Morgan, Priscilla Presley of Forward Female, and storytelling strategist Akua
Konadu. We discussed each of their unique clientflows to better understand what'’s
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Pro Services

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