HoneyBook vs. Engageware

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.

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It's well suited if you're on a budget, don't want to pay a recurring fee, and need a way to automate appointments. However, when I get around to it, I think I'm going to look for a more reliable tool. It's really less appropriate when appointment setting is "mission-critical" -- that is, your business is entirely dependent on a reliable appointment setting system -- for example, if you're a hairstylist, dentist, etc. I believe there are many other tools out there specific to these purposes.

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• 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.

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• Customized schedules for each employee.
• High degree of customization possible.
• Set-up doesn't require coding skill (even HTML).

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• 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.

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• I find the interface to be a tad clunky and not that intuitive. I don't love the look and feel.
• My goal was to use TimeTrade exclusively for prospecting calls, which I gave a specific name. (e.g. Fall back in love with your business coaching session). I scheduled these open appointments for specific time slots when I'm available. I was surprised to discover that people could schedule different types of appointments at any open time in my calendar, not just the time slots I prefer.

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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.

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.

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.

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Their support team often gets back to us promptly and is very helpful.

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Honeybook and Dubsado have a lot of similarities. I'd say the only big difference is that Dubsado still has more advanced workflow capabilities. Dubsado also is much harder to set up. Honeybook is simpler and easier to use right from the start.

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TimeTrade has been my favorite way (that I've discovered so far) to organize meeting attendees from different organizations and coordinate a time that works for everyone.

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• HoneyBook was very cost effective which was great for ROI!
• HoneyBook was easy to use which made for a quick employee on-boarding for new team members.
• HoneyBook had some features that were not available on the platform that are considered standard for any other CRM such as data pull, platform integrations, and customization options.

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• Saves me time by automating appointments.
• Low-cost, so little to no impact on budget.

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info