Careers

pagePatterns:
Footer Section
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Careers Page
Careers Page
Careers Page
Careers Page
Careers Page
Careers Page
Careers Page

pageType: 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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|HONEYBOOK
Our stories
Allen
Senior Accountant
SAN FRANCISCO Carmel
Product & Design Manager
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appName: HoneyBook

appCategory: Business

appTagline: Clientflow management for independent businesses

companyHqRegion: US & Canada

companyStage: Growth Stage

platform: web

pageType: Application

hotspotType: Click

screenPatterns:
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pageType: Application Application Application Application

screenKeywords:
B Contacts + NEW & (2] 1\
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Abel Maclead amaclead@gmail.com R
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Albina Glick albina@glick.com R
4 Download spreadsheet
Alisha Slusarski alisha@slusarski.com S-----
Alishia Sergi asergi@gmail.com R
Allene lturbide allene_iturbide@cox.net S-----
Ammie Corrio ammie@corrio.com S-----
Art Venere art@venere.org R
Bernardo Figeroa bfigeroa@aol.com R
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CREATE INVOICE
|B s Home new (@ @
Fri, Aug 04, 2023
/ 6 days left in trial
| GOOd afternoon’ Jane You've got a 20% discount from Honeybook
;ﬂ:— A quick lunch break to recharge, then back to HoneyBook to take charge! s
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Q PROJECTS | a PAYMENTS
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pageType: Application Application Application

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pageType: Application Application Application Application Application

screenKeywords:
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|3 SDAvS e Home  Projects Contacts Tools v + NEW Lel .
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screenPatterns:
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screenElements: Tile Thumbnail

screenPatterns:
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pageType: Application Application Application Application Application Application Application

screenKeywords:
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Services
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Invoice
Janes Studio
. . . . . Contract
Jane Smith | (628) 267-9041 | janesmith1.mobbin@gmail.com
Payment
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Janes Studio
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Jane Smith | (628) 267-9041 | janesmith1.mobbin@gmail.com
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|6 DAYS LEFT
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screenKeywords:
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LT Other 396 connections O SEE ALL
Orly Lauren Doubinsky
Studio REN - San Francisco, CA
Fashion / Accessories 52 connections
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PUA P Cotton & Oak Events - San Francisco, CA
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Hannah Aubrey Hair - San Francisco, CA
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screenElements: Dialog Button

screenKeywords:
Invoice  oraFT . .
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W Due: Aug 4, 2023 lew Invoice
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+ Add page
Janes Studio
Jane Smith | (628) 267-9041 | janesmith1.mobbin@gmail.com

To make things official, please review and sign the agreement below. If you have any questions along the way,
please reach out. We want to ensure you have all the information you need.
| You can send the contract to your client—all required fields are filled in.

Type (or copy and paste) the content of your contract here.

You can also import one of your contract templates, if you have one, using the panel on the right.

Missing a contract? Check out our flow gallery, to get lawyer-approved free contracts. ©

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|Invoice  DraFT . : m
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PAGE 3 OF 3
Invoice
Payment
I\III\ i C] Contract S ¢
STUDIO
+ Add page
Janes Studio
Jane Smith | (628) 267-9041 | janesmith1.mobbin@gmail.com

To make things official, please review and sign the agreement below. If you have any questions along the way,
please reach out. We want to ensure you have all the information you need.
| You can send the contract to your client—all required fields are filled in.

Type (or copy and paste) the content of your contract here.

You can also import one of your contract templates, if you have one, using the panel on the right.

Missing a contract? Check out our flow gallery, to get lawyer-approved free contracts. ©

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Connecting with a creative

hotspotType: Hover

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Creatives
Q © San Francisco Q
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Olivia The Opportunity Pro
HoneyBook + Wedding Spot - San Francisco, CA
LT Other 396 connections O SEE ALL
Orly Lauren Doubinsky
Studio REN - San Francisco, CA
Fashion / Accessories 52 connections
AL I Katie Mast
PUA P Cotton & Oak Events - San Francisco, CA
Planning 386 connections  RTS
Hannah Aubrey
Hannah Aubrey Hair - San Francisco, CA
! Hair & Makeup 42 connections o
|ol > + new g
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Q © San Francisco Q
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Olivia The Opportunity Pro
HoneyBook + Wedding Spot - San Francisco, CA
i Other 396 connections 1 SEEALL
Orly Lauren Doubinsky
Studio REN - San Francisco, CA
Fashion / Accessories 52 connections
A Katie Mast
PUA P Cotton & Oak Events - San Francisco, CA *
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Hannah Aubrey
Hannah Aubrey Hair - San Francisco, CA
4 Hair & Makeup 42 connections o
|ol > + new g
Creatives
Q © San Francisco Q
Get referrals, relevant opportunities and collaborate with the creatives you trust.
G Sync Google Contacts
3,251 Results X Reset
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Olivia The Opportunity Pro
HoneyBook + Wedding Spot - San Francisco, CA
LT Other 396 connections O SEE ALL
Orly Lauren Doubinsky
Studio REN - San Francisco, CA
Fashion / Accessories 52 connections
AL I Katie Mast
PUA P Cotton & Oak Events - San Francisco, CA *
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Hannah Aubrey
Hannah Aubrey Hair - San Francisco, CA
! Hair & Makeup 42 connections o


Connecting Google calendar

pageType: Application Application Application Application Application Application Application Application Application

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Calendar Scheduler < » August2023 TODAY Month  w
Sun Mon Tue Wed Thu Fri Sat
CONNECT CALENDAR 1 5 3 ° 5
@ Booked Projects
©® Meetings
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13 14 15 16 17 18 19
20 21 22 23 24 25 26
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make sure you don’t miss any important dates.
28 29 30 31
Learn more CONNECT NOW o
|Connecting to your Google account.
Almost there...
|Connect your calendar X
Save time & stay organized
Connect a Google, iCloud, or Outlook
calendar to your HoneyBook calendar.
Learn more
Connect Google Calendar
?
|G Sign in with Google
Choose an account
to continue to HoneyBook
' Jane G Smith
janesmith1.mobbin@gmail.com
® Useanother account
To continue, Google will share your name, email address,
language preference, and profile picture with HoneyBook.
Before using this app, you can review HoneyBook's
privacy policy and terms of service.
English (United States) v Help Privacy Terms
|Calendar settings X
Google calendar
& janesmith1.mobbin@gmail.com DISCONNECT
o Show HoneyBook calendar events on your calendar
Share your HoneyBook calendar events to other Google calendars
+ Add another Google email address
o Show Google calendar events in my HoneyBook calendar
The status of imported calendar events (busy/free) stays the same. ®
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Jjanesmith1.mobbin@gmail.com
Holidays in the United States
Birthdays
Reading (Intermediate)
SAVE
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|Calendar settings X
Google calendar
& janesmith1.mobbin@gmail.com DISCONNECT
o Show HoneyBook calendar events on your calendar
Share your HoneyBook calendar events to other Google calendars
+ Add another Google email address
o Show Google calendar events in my HoneyBook calendar
The status of imported calendar events (busy/free) stays the same. ®
Select calendars you’d like to import into HoneyBook:
Jjanesmith1.mobbin@gmail.com
Holidays in the United States
Birthdays
Reading (Intermediate)
SAVE
K
|3 SDAvS et Home  Projects Contacts Tools v + NEW [_el .
Calendar Scheduler < » August2023 TODAY Month v
Sun Mon Tue Wed Thu Fri Sat
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Google ~ 7 4
[ janesmithl.mobbin@gmail.com
@ Holidays in the United States
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|Connect your calendar X
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|G Sign in with Google
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calendars that you can access using Google
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Make sure that you trust HoneyBook
You may be sharing sensitive info with this site or app. You
can always see or remove access in your Google Account.
Learn how Google helps you share data safely.
See HoneyBook’s privacy policy and Terms of Service.
Cancel Allow
English (United Kingdom) v Help Privacy Terms


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Library

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screenElements: Accordion Divider

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You own & run a business, You own & run a business You pay taxes as an LLC,
but do not have an EIN. and were issued an EIN. partnership, or corporation.

BANK DETAILS

Learn how to set up for online payments (K4

Registering your account means you consent to the Stripe Connected Account Agreement
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Archiving projects

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CREATE YOUR NEXT PROJECT
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Rebranding Project 08,2023 Design a few seconds Proposal Sent
Jane’s test project SEND SMART FILE Corporate a day Inquiry (ol gy (0] 1Y
CREATE YOUR NEXT PROJECT
|6 DAYS LEFT f
B SEE PRICING Projects + NEW © m
| @ 1 project successfully archived X
+
Take the t
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A BOOKED A BOOKED A BOOKED
ACTIVE INQUIRY FOLLOW UP MEETING PROPOSAL PROPOSAL RETAINER PLANNING COMPLETED ARCHIVED
2 {ON] o3 5] SENT SIGNED PAID

4
i . Sat, Aug 05 - Tue, Aug _
Rebranding Project 08,2023 Design a few seconds Proposal Sent
[o12{=7.N4=R (o]V]: 312 q i o {oX]-{eg )
|Are you sure you want to archive 1
project?
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?
|6 DAYS LEFT f
B SEE PRICING Projects + NEW © Q
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A BOOKED A BOOKED A BOOKED
ACTIVE INQUIRY FOLLOW UP MEETING PROPOSAL PROPOSAL RETAINER PLANNING COMPLETED ARCHIVED
2 {ON] o3 5] SENT SIGNED PAID
Bulk actions:
Rebranding Project  Archive these projects Design a few seconds Proposal Sent
Archive reason:
Jane’s test project Not a good fit v Corporate a day Inquiry
Clicking Archive will move the
projects to the archived pipeline stage
Learn more ARCHIVE
CREATE YOUR NEXT PROJECT
|6 DAYS LEFT f
B SEE PRICING Projects + NEW © Q
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A BOOKED A BOOKED A BOOKED

ACTIVE INQUIRY FOLLOW UP MEETING PROPOSAL PROPOSAL RETAINER PLANNING COMPLETED ARCHIVED

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4
i . Sat, Aug 05 - Tue, Aug _
Rebranding Project 08,2023 Design a few seconds Proposal Sent
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Setting availability

actions:
Setting Up
Turning On/Off

screenKeywords:
Fri Aug 04, 2023 X
9:00 am to 5:00 pm
+ Add another time
REMOVE AVAILABILITY
Apply to all Fridays
?
|New Session Type CANCEL SAVE AND FINISH
v Details
@ Availability
Jul31-Aug6,2023 £ >
Mon 7/31 Tue 8/1 Wed 8/2 Thu 8/3 Fri 8/4 Sat 8/5 Sun 8/6
9:00am - 9:00am - 9:00am - 9:00am - 9:00am -
5:00pm 5:00pm 5:00pm 5:00pm 5:00pm
(J Buffers
Set an amount of time to block before and/or after a client schedules.
(J Minimum notice
Set a minimum amount of time that you require from when this session is scheduled and when it
will occur.
(J Custom increments
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NEXT: CONFIRMATION
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|New Session Type CANCEL SAVE AND FINISH
Duration* 30 minutes ¥ @
When can this session be scheduled?*  Rolling window v ®
3 months v
(O SESSION COLOR
= INSTRUCTIONS
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Q SEND INVITEE REMINDERS
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D Also send to me
. . X
Send email 1 day Vv before session
D Also send to me
NEXT: AVAILABILITY o
|Fri Aug 04, 2023 X
9:00 am to 3:00 pm
+ Add another time
REMOVE AVAILABILITY
Apply to all Fridays
?
|New Session Type CANCEL SAVE AND FINISH
v Details
@ Availability
Jul31-Aug6,2023 £ >
Mon 7/31 Tue 8/1 Wed 8/2 Thu 8/3 Fri 8/4 Sat 8/5 Sun 8/6
9:00am - 9:00am - 9:00am - 9:00am - 9:00am -
5:00pm 5:00pm 5:00pm 5:00pm 3:00pm
() Buffers
Set an amount of time to block before and/or after a client schedules.
X X
Before 30 minutes v After 30 minutes v
() Minimum notice
Set a minimum amount of time that you require from when this session is scheduled and when it
will occur.
2 days v
(J Custom increments
Select the increments of time in which your availability will appear.
NEXT: CONFIRMATION
|New Session Type CANCEL SAVE AND FINISH
v Details
@ Availability
Jul31-Aug6,2023 £ >
Mon 7/31 Tue 8/1 Wed 8/2 Thu 8/3 Fri 8/4 Sat 8/5 Sun 8/6
9:00am - 9:00am - 9:00am - 9:00am - 9:00am -
5:00pm 5:00pm 5:00pm 5:00pm 3:00pm
() Buffers
Set an amount of time to block before and/or after a client schedules.
X X
Before 30 minutes v After 30 minutes v
(J Minimum notice
Set a minimum amount of time that you require from when this session is scheduled and when it
will occur.
(J Custom increments
Select the increments of time in which your availability will appear.
NEXT: CONFIRMATION
|New Session Type CANCEL SAVE AND FINISH
v Details
@ Availability
Jul31-Aug6,2023 £ >
Mon 7/31 Tue 8/1 Wed 8/2 Thu 8/3 Fri 8/4 Sat 8/5 Sun 8/6
9:00am - 9:00am - 9:00am - 9:00am - 9:00am -
5:00pm 5:00pm 5:00pm 5:00pm 3:00pm
(J Buffers
Set an amount of time to block before and/or after a client schedules.
(J Minimum notice
Set a minimum amount of time that you require from when this session is scheduled and when it
will occur.
(J Custom increments
Select the increments of time in which your availability will appear.
NEXT: CONFIRMATION
Confirmation


Scheduling an email

screenElements:
Date Picker
Time Picker

screenPatterns: Share Schedule

pageType: Application Application Application Application Application Application Application Application

screenKeywords:
Share Invoice (recurring) X

Client authentication: On | Change authentication setting

EMAILTO Jon Smith +

SUBJECT  Invoice | July 2023

s
it

Hi { first client first name }

As we have discussed, this is the invoice for the scheduled work in the next 2 months. Let

me know if there's anything else you want to update. Cheers!

Jane Smith

Freelance

Janes Studio

(628) 267-9041

Defautv 16v B I U A~v v =v = ;= T. — ©

Schedule to send:  Today Aug 4 v Evening 6:00 PM v [MT]

Templates v A Today Aug 4 v Pa O ®© | =i

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4
|Email scheduled to send
Email is scheduled to send on
Aug 4, 2023 at 8:00PM MT.
?
|Share Invoice (recurring) X
Client authentication: On | Change authentication setting
EMAILTO Jon Smith +
SUBJECT  Invoice | July 2023
WS
it
Hi { first client first name }
As we have discussed, this is the invoice for the scheduled work in the next 2 months. Let
me know if there's anything else you want to update. Cheers!
Jane Smith
Freelance
Janes Studio
(628) 267-9041
Defautv 16v B I U Av v Ev Z = 7. — ©
Schedule to send:  Today Aug 4 v Evening 6:00 PM v [MT]
7:30PM
Templates v A & B @ b ¢ Q@ ®© | ==
8:00PM
. .. f f 8:30PM
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9:00PM
9:30PM
K
10:00PM
|Share Invoice (recurring) X
Client authentication: On | Change authentication setting
EMAILTO Jon Smith +
SUBJECT  Invoice | July 2023
S
it
Hi { first client first name }
As we have discussed, this is the invoice for the scheduled work in the next 2 months. Let
me know if there's anything else you want to update. Cheers!
Jane Smith
Freelance
Janes Studio
(628) 267-9041
Defautv 16v B I U Av v =Ev T ;= . —
Schedule to send:  Today Aug 4 v Evening 6:00 PM v [MT]
Templates v A & K ® b L Q@ ®© | =i
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K
|Share Invoice (recurring) X
Client authentication: On | Change authentication setting
EMAILTO Jon Smith +
SUBJECT  Invoice | July 2023
WS
it
Hi { first client first name }
As we have discussed, this is the invoice for the scheduled work in the next 2 months. Let
me know if there's anything else you want to update. Cheers!
Jane Smith
Freelance
Janes Studio
(628) 267-9041
Defaut~ 16~ B I U Av v =Ev = 1= . — ©
Templates v A ¢ & ® b L O ®© | =
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K
|Share Invoice (recurring) X
Client authentication: On | Change authentication setting
EMAILTO Jon Smith +
SUBJECT  Invoice | July 2023
S
it
Hi { first client first name }
As we have discussed, this is the invoice for the scheduled work in the next 2 months. Let
me know if there's anything else you want to update. Cheers!
Jane Smith
Freelance
Janes Studio 2 Send yourself a test
(628) 267-9041
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|Scheduling email to send...
?
|Share Invoice (recurring) X
Client authentication: On | Change authentication setting
EMAILTO Jon Smith +
SUBJECT  Invoice | July 2023
WS
it
Hi { first client first name }
As we have discussed, this is the invoice for the scheduled work in the next 2 months. Let
me know if there's anything else you want to update. Cheers!
Jane Smith
Freelance
Janes Studio
(628) 267-9041
Defautv 16v B I U Av v Ev Z = 7. — ©
Schedule to send:  Today Aug 4 v 8:00PM v [MT]
Templates v A & K ® b L Q@ ®© | =i
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K


Saving as a template

screenKeywords:
Save file as a template X
Template name
Invoice (recurring)
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CANCEL
?
|< Invoice... DrAFT SEND TEST m
Jane’s test project  Last edited 3 minutes ago by you
7 Send test
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Contract v
6 NEXT Ez save as template
PAGE 1 0OF 3
.5 Print file
B Delete file
IALIES
STUDIO
+" Take the Builder tour
E Take the Invoice tour
Janes Studio
Jane Smith | (628) 267-9041 | janesmith1.mobbin@gmail.com
To make things official, please review and sign the agreement below. If you have any questions along the way,
please reach out. We want to ensure you have all the information you need.
| You can send the contract to your client—all required fields are filled in.
Type (or copy and paste) the content of your contract here.
You can also import one of your contract templates, if you have one, using the panel on the right.
Missing a contract? Check out our flow gallery, to get lawyer-approved free contracts. ©
Oh. and don't foraet to erase this text before sendina . o
|Save file as a template X
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CANCEL
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|Invoice  DraFT . : m
. SEND TEST
< Jane’s test project  Last edited a few seconds ago by you EI @ {§} @ N
@ O Aa Customize theme
e Contract v NEXT
PAGE 3 OF 3
Invoice
Payment
I\III\ i C] Contract S ¢
STUDIO
+ Add page
Janes Studio
Jane Smith | (628) 267-9041 | janesmith1.mobbin@gmail.com

To make things official, please review and sign the agreement below. If you have any questions along the way,
please reach out. We want to ensure you have all the information you need.
| You can send the contract to your client—all required fields are filled in.

Type (or copy and paste) the content of your contract here.

You can also import one of your contract templates, if you have one, using the panel on the right.

Missing a contract? Check out our flow gallery, to get lawyer-approved free contracts. ©

Oh. and don't foraet to erase this text before sendina . o
|Invoice... orart m
e . SEND TEST
< Jane’s test project  Last edited 3 minutes ago by you Iﬂ e By & -
@ Template saved as "Invoice (recurring)" X
Go to template
e Contract v NEXT
PAGE 1 0OF 3
C] Contract
Invoice
S Payment
STUDIO
Add page
Janes Studio
Jane Smith | (628) 267-9041 | janesmith1.mobbin@gmail.com
To make things official, please review and sign the agreement below. If you have any questions along the way,
please reach out. We want to ensure you have all the information you need.
| You can send the contract to your client—all required fields are filled in.
Type (or copy and paste) the content of your contract here.
You can also import one of your contract templates, if you have one, using the panel on the right.
Missing a contract? Check out our flow gallery, to get lawyer-approved free contracts. ©
Oh. and don't foraet to erase this text before sendina . o


HoneyBook AI

pageType: Marketing

hotspotType: Scroll Vertically

screenKeywords:
HONEYBOOK Features v Pricing Templates Resources v Login Start free trial
* Priority leads have a 30% higher booking likelihood and
generate double the profit compared to standard leads. In a test
vs. control experiment, response times improved by 20% for
priority leads.
|HONEYBOOK Features v Pricing Templates Resources v Log in
An Al-powered clientflow gives businesses...
higher booking rate* more profitable leads* faster response time*

Save more time ©, Y

Let Al handle repetitive tasks so you Earn more money Es

can work smarter, not harder. Use insight from predictive models to Stay in control

book more valuable clients. Turn insights into action while staying
on top of your business.
|HONEYBOOK Features v Pricing Templates Resources v Login
@ 93% of members would
recommend HoneyBook to a friend.
\
“l love HoneyBook for all things “HoneyBook makes my client “HoneyBook has made 100% of my
CRM. | do everything from inquiry, experience look and feel client work so much easier. I'm not
booking, delivery to closing out professional and helps my clients be having to create something new for
(sending out thank you messages). at peace while working with me. | each person.”
It’s really helped streamline my love having all emails, scheduling, Andie M
i . ngie M.
"
process! legal docs, and project details in one BTl G R
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Dianuh A.
Artist Danielle J.
Business Consultant
4.8 4.5
2
<JCapterra G
1 6. 8.6 & ¢ 1. 6 8.8 &4
556 Reviews 106 reviews
|HONEYBOOK Features v Pricing Templates Resources v Log in
Introducing HoneyBook [ *Al
Al is here to help independent businesses make faster, more
informed decisions—and work with confidence.
No credit card required
An Al-powered clientflow gives businesses...
() ()
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Save more time ® 7
Let Al handle repetitive tasks so you Earn more money i
can work smarter, not harder. Use insight from predictive models to Stay in control
|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.
£ i >
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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
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businesses. paid fast. your busywork on autopilot.
n (S ~——— — — —
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 Pricing Templates Resources v Login
Trusted by 100,000+
independent businesses
@ 93% of members would
recommend HoneyBook to a friend.

t!. { ’ h )

@ Clastey Liner ? i el ANGIE e
\‘k
“l love HoneyBook for all things “HoneyBook makes my client “HoneyBook has made 100% of my
CRM. | do everything from inquiry, experience look and feel client work so much easier. I'm not
booking, delivery to closing out professional and helps my clients be having to create something new for
(sending out thank you messages). at peace while working with me. | each person.”
It’s really helped streamline my love having all emails, scheduling, Andie M
i . ngie M.
"
process! legal docs, and project details in one BTl G R
) easy-to-use place!”

Dianuh A.
Artist Danielle J.

Business Consultant

4.8 4.5
|HONEYBOOK Features v Pricing Templates Resources v Login
SOLUTIONS ::

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visual assets, and content from your website. : I

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|HONEYBOOK Features v Pricing Templates Resources v Login Start free trial
9:41 all T =-.
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miranda@email.com G
+
+ Al composer
Let's Pamper Lucy!
Instantly generate professional and personalized
Hi Miranda! Thanks for reaching out to us at f
. - acning ‘ responses to get back to clients faster.
Infinity Pets & Company.
We'd love to help Lucy, your adorable Beagle, Join waitlist
look and feel her best. We understand that she
can have bathwater meltdowns, but don't worry,
we will handle her with extra care and patience.
We hope to see you and Lucy soon!
Alex Cruz


Company settings

screenElements:
Badge
Side Navigation
Badge
Dropdown Menu

screenPatterns:
Settings & Preferences
My Account & Profile
Settings & Preferences
Settings & Preferences

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

screenKeywords:
B +new (@ Q
Settings
Janes Studio it
COMPANY
Set up your business for online payments
It's so easy to get paid online! Verify your business & owner info and client payments are deposited directly into your bank account.
Individual Sole proprietor LLC-Partnership-Corp.
You own & run a business, You own & run a business You pay taxes as an LLC,
but do not have an EIN. and were issued an EIN. partnership, or corporation.

BANK DETAILS

Learn how to set up for online payments (K4

Registering your account means you consent to the Stripe Connected Account Agreement
|6 DAYS LEFT
B SEE PRICING + NEW e Q
Settings
COMPANY
4 You've got a 20% discount
The best fit for your business Monthly @) Yearly 2 months free
Most popular
Starter Essentials Premium
Easily create seamless Grow with added customization, Scale up with priority support and more
client experiences. productivity, and automation tools. efficiency for your whole team.
MEMBERSHIP
$12.80 $25.60 $52.80
per month (billed annually) per month (billed annually) per month (billed annually)
What'’s included: Everything in the Starter plan, plus: Everything in the Essentials plan, plus:
v Unlimited clients and projects v Unlimited scheduler sessions v Unlimited team members
+ Invoices and payments v Automations v Priority support
v Proposals and contracts v Quickbooks Online integration v Multiple companies
v Calendar v Upto 2 team members v Onboarding specialist
v All professional templates v Expense management v Dedicated account manager
v Client portal v Profit and loss v Advanced reports
v Basic reports v Remove Powered by HoneyBook v Unlimited contact forms
v One contact form v Standard reports
v Up to 1scheduler session v Up to 3 contact forms
] ] ] a
|B +new i 34 *’
Settings
Janes Studio it
COMPANY
COMPANY BRAND
BUILD UP YOUR PROFESSIONAL PRESENCE
Freelance v janesmith1.mobbin@gmail.com
Janes Studio
Jane Smith
(628) 267-9041
Company smart file theme
Save time and automatically apply a default
theme to all smart files you start from blank. ’ . ProximaNova
This is a paragraph with an active link
@ CUSTOMIZE COMPANY THEME using your default font and colors
Brand elements
Main logo: Secondary logo: Brand color: o
|6 DAYS LEFT
B SEE PRICING + NEW e ’
Settings
COMPANY
$12.80 $25.60 $52.80
per month (billed annually) per month (billed annually) per month (billed annually)

What'’s included: Everything in the Starter plan, plus: Everything in the Essentials plan, plus:
v Unlimited clients and projects v Unlimited scheduler sessions v Unlimited team members
+ Invoices and payments v Automations v Priority support
v Proposals and contracts v Quickbooks Online integration v Multiple companies
v Calendar v Upto 2 team members v Onboarding specialist
v All professional templates v Expense management v Dedicated account manager

MEMBERSHIP + Client portal v Profit and loss v Advanced reports

v Basic reports v Remove Powered by HoneyBook + Unlimited contact forms
v One contact form v Standard reports
v Up to 1scheduler session v Up to 3 contact forms

(od 2[00} 3 L WA\ (od 2[00} 3 L WA\ (od 2[00} 3 L WA\

Displayed prices do not include any applicable sales tax.
60 Money-back guarantee SSL secure payments Accepted payment methods
HoneyBook has a 60-day We use the same SSL encryption technology —
Ay money back refund policy. that banks use to protect sensitive info. VISA - m .J
COMPARE PLANS FEATURES v o
|M O scarcn. Home  Projects Contacts  Tools v + NEW ﬁ [_el '
Settings
Janes Studio it
MY ACCOUNT COMPANY
COMPANY BRAND
Email Integration
PREFERENCES
YOUR CLIENTS ARE RECEIVING EMAILS FROM THIS ADDRESS:
DRI Jane Smith <mailman@honeybook.com>
CLIENT PORTAL
INTEGRATIONS 4y E hing i lace. All il icati ith client:
A2) Yeryt ing in one place your gmal communication wn' clients CONNECT EMAIL ACCOUNT
will be synced to HoneyBook, making sure you stay organized.
TEAM g Keep it professional & branded. Smart Files and messages will be
sent directly from your business email with your company name.
MEMBERSHIP
BANK DETAILS Questions? Check out our FAQ G Aol. @ yahoo! W&
CLIENT PAYMENT
METHODS
@ UPGRADE
QuickBooks Integration
@ Connect to allow HoneyBook payments to automatically sync to your QuickBooks Online CONNECT
account for easy management.
Note: QuickBooks Online integration is only available for Simple Start, Essentials, and Plus QuickBooks customers.
@ UPGRADE E
|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
|B +new i 34 Q
Settings
Janes Studio ¢
COMPANY
Team members
Team members will have access to all of your company's saved proposals and INVITE
templates. As a company admin you can assign workspaces and see what each team
member is working on.
TEAM Jane Smith p—
janesmithl.mobbin@gmail.com
@ UPGRADE
Add team members
v Assign each team member their appropriate role: basic, moderator or admin.
v Assign workspaces and see what each team member is working on.
SEE PLANS
Company Data
|HB [ s Home +ew (@ @
/ Thu, Aug 03, 2023 JS Jane Smith
Good afternoon, Jane o Janes Studio
;ﬂ:— A quick lunch break to recharge, then back to HoneyBook to take charge! s
R My Account
|-|'| Company Settings
Invoice prev
L |
Brand your invoice and make it uniquely yours Janes Studll Log out Help Center
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. Partner with the team that
brand color. nvoice will never let you down.
Client name Aly o, cven g oy eves
Logo Profile picture Brand color
I / $0
DO THIS LATER
Total (USD) $$$
|M O scarcn. Home  Projects Contacts  Tools v + NEW ﬁ [_el '
Settings
Janes Studio ¢
MY ACCOUNT COMPANY
GIRIANNY EEANIE & Only visible to company owner
PREFERENCES
Accepted payment methods
DOMAIN & . . . . . . A 8 P
Let clients pay for your services with easy online payments that enjoy competitive transaction fees (nothing is hidden).
CLIENT PORTAL .
Learn about online payments
INTEGRATIONS
| Reminder: starting December 14, 2022, we updated our card rates. Learn more about the update
TEAM
MEMBERSHIP
A
r men VISA
BANK DETAILS Card payme ts T - .J
Processing fee: As low as 2.9% + 25¢ v
CLIENT PAYMENT Accept all major credit cards. Receive payments in 2-3 business days.
METHODS
ACH payments
Processing fee: 1.5%
Clients add their bank account details securely and you get paid in 7-8 business days.
Go to payments >
Get client payments deposited directly in your bank account. o
|M O scaons Home  Projects Contacts  Tools v + NEW ‘ f_el ‘
MY ACCOUNT — COMPANY Janes Studio §gg
COMPANY BRAND =] Only visible to project collaborators
PREFERENCES Client Portal
DOMAIN & A unique and secure space you can share with your clients. You can learn more here or visit the help center article.
CLIENT PORTAL
TECRATIONS Edit and share URL link
TEAM i .
janesstudio.hbportal.co/app/ U
MEMBERSHIP
BANK DETAILS O
CLIENT PAYMENT Portal login screen preview CUSTOMIZE SCREEN
METHODS S —
Janes Studio
Email
Password °


Home

screenElements:
Banner
Floating Action Button

screenElements: Divider Tab

screenPatterns: Home Dashboard

screenElements:
Drawer
Search Bar
Grid List

screenElements:
Drawer
Search Bar
Grid List
Accordion
Dropdown Menu
Divider
Tab
Banner
Floating Action Button
Switch
Top Navigation Bar
Button
File Upload
Progress Indicator
Logo
Dropdown Menu
Icon
Progress Indicator

screenPatterns:
Help & Support
Empty State
Home
Dashboard
Home
Home
Dashboard
Settings & Preferences
Notifications
Guided Tour & Tutorial

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

screenKeywords:
6 DAYS LEFT
B SEE PRICING Home + NEW Lel O
-
_ NOTIFICATIONS fra o
Fri, Aug 04, 2023
~  Good afternoon, Jane Joy ALL * UNREAD MARK ALL AS READ
;ﬂ:— A quick lunch break to recharge, then back to HoneyBook to take charge! £ ) e e e A e O
"~ $250 in Inquiry form.
A MINUTE AGO
E Joe submitted a lead form: Inquiry form o
A MINUTE AGO
SETUP YOUR ACCOUNT
@ Contacts from a CSV file have been addedto @
your account
CSV IMPORT COMPLETE
30 MINUTES AGO
Q PROJECTS | a PAYMENTS P _ °
11 You need to connect your bank account in
~ order to receive incoming payments
32 MINUTES AGO
AUGUST GROSS PAYMENTS PAID/PROCESSING (0)
@ Click this notification and a verification email—  @®
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Profile

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Angela Martinez @ang - 2h
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About Bitcoin

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About Bitcoin
Bitcoin is the world’s first
cryptocurrency and blockchain.
Bitcoin was first described in a white
paper published by Satoshi Nakamoto
in October, 2008. Nakamoto is believed
to be a pseudonym for the individual or
group responsible for Bitcoin as there is
no record of a computer scientist by
this name prior to the launch of Bitcoin
in 2009.
At the time, Satoshi claimed to be a 37
year-old man living in Tokyo, Japan. The
translation of his name offers
interesting insights: satoshi means
“clear-thinking” or “wise,” naka means
“inside” or “relationship,” and moto
means “the origin” or “the foundation.”
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All-time high $93.30K SGD
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|9:41 all ¥ ==
< About Bitcoin
bitcoin has grown exponentially (worth
over $90 million dollars as of May 22,
2020), making this the most expensive
pizza ever purchased in the world.
Every year on May 22, the Bitcoin
community commemorates Bitcoin
Pizza Day. This historical day highlights
the deflationary nature of bitcoin and its
store of value properties.
Bitcoin website
Bitcoin whitepaper (2008)
Learn more about Bitcoin on
Cryptopedia:
1. Bitcoin: Fundamental Technical
Structure
2. Bitcoin: Origins And Cultural
Significance
3. Bitcoin: Network Security
4. What Is Bitcoin in 5 Minutes


Logging in (PIN)

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Portfolio display settings

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Reports

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Select and download rts to track identify trends, or i decision-making.
eeF and download reports to trac yc->ur progress, i e‘n ify trends, or improve decision-making DOWNLOAD REPORTS
Available reports: Payments, leads, projects, booked clients, team members, and more.
Booked vs. sent files
° s se @ 2023 v
Summary of files sent to those booked within a given year.
Gross booked amount (i) Files sent Files booked Booking rate (i)
(@)
$0 0 O 0%
Tax $0 0 contract & invoices 0 contract & invoices
0 invoices 0 invoices
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|M O scacn. Home  Projects Contacts  Tools v + NEW ﬁ [_el .
Reports
Gross booked amount (i) Files sent Files booked Booking rate (i)
O,
$10 2 1 50%
Tax $0 1 contract & invoices 0 contract & invoices
1 invoices 1 invoices
4
3
2
2
1
1
0
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
® Files sent  ® Files booked
MONTH GROSS TAX FILES SENT FILES BOOKED BOOKING RATE
August $10 $0 2 1 50%
July $0 $0 0 0 0%
June $0 $0 0 0 0% °
|B +new i 34 1
Reports
® Files sent @ Files booked
August $10 $0 2 1 50%
July $0 $0 0 0 0%
June $0 $0 0 0 0%
May $0 $0 0 0 0%
April $0 $0 0 0 0%
March $0 $0 0 0 0%
February $0 $0 0 0 0%
January $0 $0 0 0 0%
See less A
Project bookings
Booked projects with a project date within a given time period. From | — " ——
Number of projects Gross booked amount Collected payments o
|M O scacn. Home  Projects Contacts  Tools v + NEW ﬁ [_el .
Reports

Booked vs. sent fil

ooked vs. sent files () 2023 o
Summary of files sent to those booked within a given year.
Gross booked amount (i) Files sent Files booked Booking rate (i)

10 2 1 50%
(e]
Tax $0 1 contract & invoices 0 contract & invoices
1 invoices 1 invoices
4
3
2
2
1
1
0
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
® Files sent  ® Files booked
MONTH GROSS TAX FILES SENT FILES BOOKED BOOKING RATE o
|B +new i o 0
Outstanding payments Refunded payments
Lead generation from contact forms
From  May 07,2023 to  Aug 07,2023
Show the source of your leads within a given time period.
DISTRIBUTION VALUE CONVERSION TIME-TO-BOOK
Lead source conversion time: Average time-to-book per lead source
4
3
3
2
1
o
Vendor Client Google Facebook Instagram Yelp Other Unknown Client Personal
Referral Referral Website
+" PRO TIP: To capture more leads, add a contact form to your website o
|B +new i o 0
Outstanding payments Refunded payments
Lead generation from contact forms
From  May 07,2023 to  Aug 07,2023
Show the source of your leads within a given time period.
DISTRIBUTION VALUE CONVERSION TIME-TO-BOOK
Lead source breakdown: Identify your most (or least) lucrative leads
4
3
2
2
1
1
o
Personal Unknown Client Other Yelp Instagram Facebook Google Client Vendor
Website Referral Referral
+" PRO TIP: To capture more leads, add a contact form to your website o
|ol > EaE e (2@
Reports
Booked vs. sent files
2023 v
Summary of files sent to those booked within a given year.
Gross booked amount Files sent Files booked Booking rate
0 0 O 0%
(0]
Tax $0 0 contract & invoices 0 contract & invoices
0 invoices 0 invoices
‘ @)
3
2
1
0
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
® Files sent  ® Files booked
Project bookings o
From Mav 04 209 to Alia 04 2092
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