Likelihood to Recommend I would recommend Honeybook to other coaches, consultants, and small business owners. It may not be appropriate for a large team's use, but works for the size of organization I currently own and manage. It also integrates with QuickBooks and makes financial data management fairly seamless.
Read full review Square Invoices is the best service that I have found for what it does: it's easy to use, nice to look at, and never seems to go to spam or be lost by clients. Clients mention that the setup is easier than services my competitors use. You can even attach your contract to the invoice, which is wonderful in case there are questions later on. Unfortunately, not being able to have clients alter quantities or select add-ons means for half of my services, I have to use a different, inferior service.
Read full review Pros HoneyBook offers incredible resources to train users how to best use their system. It's informative and eye-opening to watch one of their training sessions. I love how easy HoneyBook makes it to create highly professional materials that are beautiful. Its brochures and selling materials are stellar and I'm able to streamline the process without feeling like I actually have to sell my capabilities. I'm thrilled with the billing system and how simple it is to automate. I love that I can see how my customers have engaged with the bills. The app helps me feel connected to my leads and data while I'm away from my computer. Read full review Adding a customer to invoice is super simple and takes minimal effort. Payment collection is easy and seamless because Square Invoices allows the recipient to pay using credit/cards. One of the fest features is allowing invoices to be recurring. If my contract stipulates a flat fee monthly, I can set the invoices to recur monthly for the duration of the contract. Read full review Cons The online scheduling tool does not work with different time zones very well. It doesn't automatically adjust to my clients' timezones and it doesn't even have many international time zones as an option! I had 3 clients in a row schedule meetings at the wrong time when I first started using HoneyBook's scheduler. I had to switch to Calendly because HoneyBook's scheduling tool was causing me to lose business. The transaction fees for instant deposits are expensive. [I believe} many of the features on HoneyBook are half-baked. It's marketed as an all-in-one business management platform, but I'm still using Calendly, Google Drive, Typeform, Clockify, and ClickUp because HoneyBook's equivalent features aren't as sophisticated or as easy to use. The notes section for client projects does not have much space or allow for any custom formatting such as hyperlinks, bold text, highlighted text, etc. Tools such as Teamwork, Pipedrive, Asana, and ClickUp do a much better job at displaying this type of information. Read full review The reports section is not always the easiest to understand. It seems like I have to stop and think about options instead of it being 100% intuitive. With the fees we pay per transaction, it would be nice to be able to add additional "limited" users for no extra cost. Read full review Likelihood to Renew Since I do not use ALL the functionality in HoneyBook, I have wondered if the plan I am on is too much. That is why I rated a 9 rather than 10. I have definitely considered downgrading but not leaving HoneyBook.
Read full review Usability This is now a copy-paste response since this platform is asking me to answer every single question. It is such a negative experience with Honeybook that they even upset me while I'm trying to warn others of all the horrible pitfalls in working with the platform.
Read full review Support Rating They have ALWAYS been amazing when I needed any type of service or help. Their concierge service is also amazing vs other services I have used in the past. I have confidence when I ask for help - both through Chat or even on their Facebook group that I will get an answer quickly.
Read full review The only time I had a problem was a false chargeback from a client. Square Invoices referenced our contract and ruled in my favor, and they did so in a timely manner. I sent them the contract and my email history with the client, and they quickly unfroze the amount of money.
Read full review Alternatives Considered We switched to
HubSpot after a few years of the company using HoneyBook. We switched to
HubSpot because we needed more features that would allow us to automate our processes and pull better data on our clients, their vendors, and our overall client process. I appreciated that HoneyBook was its own booking/payment system, that it was easy to use and set up, but ultimately that was not enough to keep us in the platform.
Read full review Square Invoices is easier to use and automatically transfers your money to your bank account vs Paypal that holds your money and you have to manually transfer and it takes 3-5 days (many times more). Square Invoices looks better overall, and for the same fees as Paypal, provides a better service overall.
Read full review Return on Investment Workflow/task management has increased our bookings and saved lost opportunities by 25%. Customization of brochures and contracts allows us to fully represent our brand through the sales process. Read full review I love that I can sort my invoices in total, or by a specific time period to see how my sales are doing and comparing to prior time periods. Read full review ScreenShots