4 HoneyBook Systems to Setup For Your Wedding Business [2024 & 2025]
Want to get organized for the upcoming wedding season by implementing HoneyBook systems? Below, I’m breaking down 4 of the most proven systems to set up in HoneyBook. If you want to keep your leads flowing, and your clients booked & paid, keep reading for more!
1. Lead Generation System
As a HoneyBook pro, I am always singing the praises of systemizing your business through their platform. In fact, I have an entire blog post dedicated to setting up lead forms in HoneyBook, at this link. However, if you are just getting started with your lead generation systems, I can provide you with the key takeaways.
Create a new lead form within your HoneyBook account, in three easy steps:
Once logged into HoneyBook select tools > lead forms
Select create new
Select a form type or action
Those three steps will trigger a new lead form in your HoneyBook account and open their builder. So, where do you go from here? Well, you’ll need to build a branded lead form that works for your business.
After building countless lead forms for my clients, my 6 go-to elements always include the following:
Welcome
Brief Introduction
Portfolio
Pricing & Packages
Call to Action
2. Inquiries & Booking
Now it’s time to set up your packages and pricing so you can convert those leads into clients! Do you have everything laid out in simple terms and ripe for the picking? Or do you still need to build out your packages and pricing in HoneyBook?
The key to converting leads through HoneyBook lies in the ability to easily provide your potential clients with the information they seek.
Here’s how to set up your HoneyBook package templates:
1. Log into HoneyBook > click “tools”
2. Select templates
3. Select “package” from the left-hand side
4. Here you’ll find any templates you’ve already created (you’ll also find example templates from HoneyBook here too!)
5. Select your template > click “create new”
6. Start with updating the title to reflect the name of your package
7. Click “add new item” to add a specific service to your package
8. From there, you can select any field to edit (including price & quantity)
You can create a brand-new item by typing in the item name
Or, you can select from recently used items, if you've already worked on other projects through HoneyBook
7. Want to price your package without itemizing? Edit the price of your package title line and remove prices from any individual line items or services
Anything you add or subtract through this process will automatically save! With all necessary edits made, you officially have a place to send all of your leads.
3. Onboarding System
From an inquiry to a yes, what steps do you need to take in your wedding business to give your new client a warm welcome?
You’ll first want to add your client to HoneyBook following these easy steps:
Adding individual clients
Log into HoneyBook, from any page, click the “+ new” button
Select new client
Enter your client's name, email, and any additional necessary details
Select add
That’s it! Your new client has now been added as a new client & project. Once you’ve completed this process, HoneyBook will take you directly to your client's project workspace. From there, you can begin updating project details and sending files to your client.
Here’s the best part of the process, you can store your welcome packet in HoneyBook and have it ready to send to your clients with the click of a button! The best party? You can build an interactive template to serve as your welcome packet and customize your welcome message, all from within your HoneyBook account. No more scrambling with attachments, or trying to find the right words to send a welcome email to your new client. From within your welcome packet, your clients also have the ability to schedule! From there it’s a snowball effect of viewing their invoice, contract, and making a payment.
4. Offboarding System
Time spent working side by side with your client has officially come to a close. Now what? There are two processes that need to take place to offboard your client.
Internal Client Offboarding System [visible only to you & your team]
Client Facing Offboarding System
1. Internal Client Offboarding System
Once time spent with your client has come to an end, you’ll first need to take internal steps to close out their project. This looks totally different from business to business. However, some common steps are reviewing the scope of work and noting any key takeaways. Your internal process might also include sharing your client's wedding on your blog or social media channels. From within HoneyBook, you’ll also need to archive your client project. However, I have to tell you that doing this will automatically archive the project documents as well. So make sure any necessary steps from step 2 are completed before clicking archive!
2. Client Facing Offboarding System
The key to successfully wrapping up an offboarding process with your client is to begin as soon as possible. Much like step one of the offboarding process, this process also looks different from business to business. Your offboarding system is where you’ll thank your client for choosing you, send them a welcome gift, or ask for a testimonial to use on your website or social channels. If your offboarding process includes sending a final thank you email through HoneyBook, you’ll want to wait to archive the client project until then. That final thank you email from within HoneyBook can also do the heavy lifting for you when it comes to asking for that testimonial or a project closure questionnaire. Because testimonials are such an important part of running a small business (more on that here), it is important to wrap up your project as soon as possible. The longer you wait to ask a client for a testimonial, the longer it takes and the less likely you are to receive one.