6 Steps to Setting Up Your Honeybook – Part One

Let’s talk about your Honeybook Set Up. So you took the leap and signed up for Honeybook, but now you’re low key freaking out because you realized you’re going to have to set everything up on this new platform. Not to worry, because you’ve just landed here and I’m going to take you step by step through the process to build a strong foundation.

2 tips to make the transition to Honeybook as smooth as possible for you:

1 – do the pre work in step one.

Mapping out your client journey is the pre work in step one. And you may be inclined to skip this – but trust me – taking the time to map out your client journey will save you so much time when you get into setting up workflows, your pipeline and all the templates. So don’t skip this step – it’s number one on the list because it really is that important.

2- you don’t have to do it alone.

There are Honeybook pros that can support you. Honeybook has an amazing help feature. And you have me.

I can help you map out your client journey and do all the set up / implementation so you can continue to serve your clients while we transition you to a new system. First step to working together is booking a consult call so we can chat about your specific needs.

Are you ready? – let’s dive into the first step.

6 steps to setting up your Honeybook - part one

Step One: Pre Work – Map Out Your Client Journey

This step will lay the foundation not only for your Honeybook set up but for your business. Mapping out your client journey helps you get super clear on what actions you want them to take and what you need to have set up to support them. Check out this blog post for more info – 4 Essential Parts of Your Client Workflow.

If you already have your client workflow mapped out, it’s worth taking a few minutes to review it…make sure everything is still flowing the way you want, that you have all the templates you need and you know where your client is starting and where you want them to end up.

Our businesses are fluid and a lot of change can happen in a quarter, 6 months, a year, 2+ years – it’s worth the time to audit and adjust your client journey workflow on a regular basis. As your business changes – so does your client journey.

Once you have clarity around this piece, you can dive into the set up.

Step Two: Basic Set Up

This section includes all the foundational parts of a new system. It shouldn’t take you long to get through this section.

For this section, we will be working in the SETTINGS, which you can find by clicking on the circle at the top right hand corner of your account.

Start in the Company Brand section – Input your:

  • company info [type, email, website]
  • brand elements [main logo, secondary logo, main button color, default header image]
  • create your email signature
  • add any specifics about your company
  • update your social links

Setting up Preferences

Here’s what you will set up in this section:

The first box in this section is where you set up your lead sources, project details and project types – we are going to skip that for now and come back to it in Step Four.

Everything else in the Preference section gets set up now though.

  • the notifications you want to receive from Honeybook
  • the actions you want Honeybook to automatically take
  • the payment reminders you want Honeybook to automatically send

Under the domain and client portal section, you will find your unique URL to your Honeybook portal. This is where you customize your portal login screen.

You can also add your team members, manage your Honeybook membership / billing and connect your bank account in this section.

six steps to setting up your honeybook - part one

Part Three: Integrations

Set up all your integrations [aka – all your connections with other platforms] under the settings tab:

Connect your:

  • email
  • quickbooks [optional]
  • zapier [optional]
  • facebook / instagram leads integration [this will turn any new leads created on facebook lead ads into an inquiry in your Honeybook pipeline]
  • chrome extension for gmail [this is an amazing feature that lets you access your client’s portal through your gmail]
  • zoom
  • calendly [optional]

Part Four: Workflows & Your Pipeline

Here is where we are heading back to the preference section to edit your lead sources, project details and project types to continue on with your Honeybook Set Up.

  • Lead Sources are the places that your potential clients are coming from. These would include things like: Instagram, Facebook, Your Website, Google Search, Client Referral etc. You can select form the options provided and add your own sources. This data will give you insight into where your clients are coming from so you can direct your marketing resources appropriately.
  • Project Details is the information that is automatically added to every project that you create. Honeybook automatically adds in the Project Name, Type, Date and Location and information about the project [all which is visible to the client]. Honeybook also automatically adds a note section which is private only to you. You can add in other details that are client facing if you prefer.
  • Project Types are the types of projects you have in your business. This is an important piece to customize to your specific needs. You want to have a project type for each project or service you offer. For instance, if you are a photographer and you offer wedding photography and studio photography, each one would be a separate project type.

Once you have those 3 things set, you can start to customize your pipeline.

This is where you need to have your customer journey really crystal clear to make this process work for you.

Click on project on the top menu bar and then click customize [top right, above the pipeline].

The sections in your pipeline that are locked are not customizable. Honeybook automatically moves your clients through these stages based on actions within the system. But you can customize other sections of the pipeline in ways that make sense for your business.

Customize by clicking the +add stage, typing in the stage you want, dragging and dropping it into the pipeline and clicking save. You can add up to 10 custom stages. It’s important to note that Honeybook won’t automatically move clients through customized stages – you will need to move them manually.

6 steps to setting up your honeybook - part one

Everything you have done in your Honeybook set up process so far is going to support you in Part Two where you will set up your

  • contact form
  • packages for every offer
  • invoice templates
  • questionnaire templates
  • proposal templates
  • brochures
  • contract templates
  • email templates
  • session types and your scheduler

But if you’re reading this and starting to feel your eye twitch because, let’s face it, it’s a lot of detail work. Then it’s probably a sign you’re ready to hand this off to the expert. Book a free consult call with me and we can talk about what it would look like for me to take this off your plate…so you can keep showing up and supporting your clients while I set up your new system. My goal is that you feel empowered and confident – with less worrying about your system so you can spend more time in your zone of genius.

Before you go – grab my super simple Honeybook Set Up Checklist to make sure you don’t miss anything! Check it out << HERE >>.

Stay tuned for Part Two coming soon.

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