The Booking System That Runs My Business While I Sleep
By now, you already know why I swear by HoneyBook and how I use it to book clients in one sitting (click here if you missed that blog)—but that’s just scratching the surface. This platform isn’t just for booking; it’s for running an entire business without the chaos.
So let’s take a little tour. I’ll walk you through everything that makes HoneyBook my ride-or-die business tool, highlighting features that will save you time, keep you organized, and eliminate unnecessary busywork.
And if you’re still out here manually tracking invoices, searching through email threads, or copy-pasting the same email for the 100th time, this is your sign to stop suffering and automate your life. Let’s get into it.
The Project Home Page: Your Entire Client Relationship in One Place
Every client you work with in HoneyBook has their own dedicated project page, and this is where the magic happens.
Activity Feed (Because Inbox Searches Are Ghetto)
This feed houses every single email between you and your client—from their first inquiry to their final payment. Instead of digging through your inbox trying to remember what was said (or if you even sent that invoice… 😩), you can scroll and see everything in one place.
📌 Bonus: Emails still go to your regular inbox too, so if you prefer checking there, you can.
Email Templates: Work Smarter, Not Harder
Listen… if you’re still copying and pasting emails from one client to another, just say you like struggle and go. 😭 HoneyBook has email templates built right in—so you can set up the emails you send all the time (inquiry responses, onboarding details, payment reminders, etc.) and send them with one click.
Tags, Time Tracking & Task Management
Use tags to organize your clients however you like (VIP clients, wedding clients, retainer clients—you name it).
Track your time (perfect if you bill hourly).
Create tasks for yourself, either manually or automatically as part of an automation (ex: "Set up Trello board when deposit is paid").
Files, Payments & Notes—All in One Spot
Every file you’ve ever sent to your client? Stored in one tab.
All payments they’ve made (or still owe)? Easily visible in another tab.
Need to take notes during a call? Boom, there’s a Notes tab.
And let’s talk about this AI feature real quick…
AI-Powered Meeting Notes (A Game-Changer!)
When I schedule Zoom calls through HoneyBook, AI literally joins the call, takes notes, and drops them into the Notes tab.
🤯 Do you know how much time this saves me?!
I no longer have to scramble to write everything down, miss key details, or forget what was said. HoneyBook transcribes the call for me and even summarizes key points.
And yes, all the notes in that screenshot to the left were written by AI and they are ACCURATE!
Your Business at a Glance: The Navigation Bar
On the left side of HoneyBook, you’ll find your navigation toolbar - everything you need to run your business without overwhelm.
Dashboard: Your Business Snapshot
When you log in, you immediately see:
✔️ Your total income for the year
✔️ Your new inquiries & leads
✔️ Your calendar of upcoming bookings
✔️ A quick overview of all client activity
It’s the big-picture view of your business in seconds.
Projects Tab: Your Pipeline
This is where your pipeline lives. Need a view at where each project is at a quick glance, and you’re all set on this page. And the GREAT news is that your pipeline stages are customizable!
Contacts Tab: Your Database of Clients and Leads
Want to find a client? See your current leads? Everything as far as your rolodex goes lives here so you’ll never forget a person you’ve come in contact with.
Lead Capture Tab: Your Inquiry Forms Live Here
Need to create a contact form for your website? Or simply create a link for someone to book with you? The lead capture tab gives you those options.
Files Tab: Everything You’re Working On
All your active files and projects in one place—no searching through folders.
Templates Tab: Your Secret Weapon for Looking Professional (With Less Effort)
This is where all your smart files, email templates, and canned responses live. If you’re not using templates yet, please stop making life harder than it needs to be.
Automations: Set It & Forget It
We already talked about how I use automations to send emails, files, and invoices without lifting a finger—but this is where you set them up and customize them.
Tools Tab: Scheduling & Calendar Integration
HoneyBook has built-in scheduling, so you can send clients a link and let them book a time with you—no back-and-forth emails needed.
Finance Tab: Managing Your Money Like a Boss
All your payments, reports, expenses, and tax info live here. You can also:
Apply for a HoneyBook checking account (yes, they have banking)
Track expenses & run financial reports
Access the Tax Hub to stay IRS-ready
More Features That Make Running a Business Easier
At this point, you’re probably thinking, “Okay, HoneyBook!” But wait—there’s more.
Payment Reminders & Booking Alerts – So you never have to awkwardly chase down a client for money again.
Mobile App – Manage your business on the go.
Questionnaires & Forms – Send branded intake forms to gather client info.
HoneyBook Academy & Community – A hub full of webinars, training, and support.
Final Thoughts: Is HoneyBook Worth It?
If you’re tired of:
❌ Manually following up with leads
❌ Chasing invoices & tracking payments in a spreadsheet
❌ Spending days (or weeks) just trying to book a single client
Then yes, HoneyBook is 100% worth it. It saves time, eliminates back-and-forth emails, and gives you the structure to run your business smoothly.
Ready to get started? Try it for free and get 30% off your first year using my link!
Lastly, want a personal tour of my HoneyBook setup? Submit an inquiry, and I’ll show you how I use it to keep my business running like a well-oiled machine.
Just a heads-up: I only share tools I personally use and love. Some links in this post are affiliate links, meaning if you decide to purchase, I’ll earn a small commission—at no extra cost to you. Thanks for trusting my opinion and for considering using my resources.
