Biggest HoneyBook Mistakes | what I wish I knew getting started

HoneyBook is our favorite CRM platform - no bones about it. But we also know that HoneyBook can be a really robust tool, with lots of automations and tools. While it’s a simple enough system, there are still ways it can go wrong.
That’s why we’re shedding light on six of the biggest HoneyBook mistakes we see - and how to set up your account to avoid them. If you’ve already got a HoneyBook account, you’re also going to want to watch this, because you might just realize it’s time to do some revamping…
In this video (recorded by a Certified HoneyBook Pro), you’ll learn
1️⃣ Where those random automations and reminder messages are coming from (that your clients flag and you can’t figure out)
2️⃣ How to make HoneyBook feel TRULY customized to your brand
3️⃣ How to use HoneyBook in a way that’s not creating more work for your business…
Let us know in the comments below if you’ve made any of these mistakes - you’re not alone!
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[@DaSilvaLife]

Want the step-by-step on setting up your HoneyBook to the max?! Join our HoneyBook Course! 🚀 www.dasilvalife.com/honeybook-course

[@des7638]

Thanks DaSilva! signing up for HB and this was great.

[@DaSilvaLife]

You're welcome! 🙌

[@teilajensen4553]

not me out here with almost all of the mistakes😅🤣 This was super helpful.

[@DaSilvaLife]

🤣🤣 we have all been there!! You are NOT alone, hence why I made this video! lol

[@PhilRansom]

#1 Find = Start the project first, add the invoice, then customize. Makes complete sense but this alone will save me time in that I won't inadvertently customize my own "and-it-was-amazing" template. 🥴

[@DaSilvaLife]

So glad that tip was helpful for you!🙌🏼

[@FJWoods007]

New to HB, and I would likely have made all of those - so, many thanks!

[@DaSilvaLife]

I'm happy to help!! Thank you 😍

[@Katlyn_Duncan]

First tip was key!!

[@DaSilvaLife]

🙌🏼🙌🏼

[@limajuliette6631]

Do you think it's best to have both a Honeybook and a separate website for consultants?

[@DaSilvaLife]

It depends on where you're at in your business! I think when just getting started it's not mandatory to have a website. You can absolutely use HoneyBook to showcase and sell your services in the meantime. But I think having both eventually is ideal yes!