Honeybook Setup, Workflow and Automation
Starting at
$
400
About this service
Summary
FAQs
How long does the setup take?
7–10 business days depending on the complexity of your workflow and materials provided.
What do you need from me to get started?
A: Your client process, branding materials (if available), existing forms/questions, and any current documents you want migrated.
Will I be able to make changes after setup?
Yes. Your system will be built so you can edit forms, emails, workflows and templates easily on your own.
Do you offer ongoing support?
Absolutely! I offer extended support, maintenance, and workflow optimization as an add-on or monthly retainer.
What's included
HoneyBook Workflow Build
Custom workflow covering inquiry → booking → onboarding → delivery → offboarding.
Smart Files & Forms Custom-branded
questionnaires, brochures, and booking files inside HoneyBook.
Invoice & Payment Schedule Setup
Customized invoices, recurring payments, reminders, and automated receipts.
Automation Rules
Follow-ups, task triggers, email sequences, and workflow actions.
Email Templates
Auto + manual email scripts built into your system for fast communication.
1–1 Walkthrough Session
1–1 Walkthrough Session Final session to train you on using your new HoneyBook system confidently.
Example projects
Duration
2 weeks
Skills and tools
AI Automation
Business Workflow Automation
HoneyBook
Industries