Navigating the HoneyBook Client Portal like a Pro

[@DaSilvaLife]

Sign Up for Our FREE HoneyBook Training! 🚀 www.dasilvalife.com/unlock-the-potential-of-honeybook

[@CoraJDugan]

It’s saying October 25th is the date for the class?

[@BookkeepingHandmaid]

Thanks! (:

[@myasofiyah]

Hi Kristi! Thank you so much for this information. One thing, how/when do clients get access to this portal? Do I have to manually/or set up the automation for them to get access or does honeybook do it on their own?

[@Rochellemarieschwab]

Kristi this was so so helpful.

[@DaSilvaLife]

I'm so glad 😊

[@BookkeepingHandmaid]

Excellent video. The best one I have seen thus far. Very detailed and helpful. Thank you!

[@DaSilvaLife]

Glad you enjoyed it! Thanks!

[@DjSuperDuke]

The best !

[@DaSilvaLife]

Thank you! Happy to help!! 😊

[@daintydollar9074]

Hi there, can the client upon logging in, see all their open projects like we can see on the backend?

[@DaSilvaLife]

Hey! Yes they can see their open projects! It won't be in a pipeline like yours, but in the portal on the top left side, they will see "All Projects" and they can click between each project portal.

[@abrishalay5577]

Thank you for this information! Do you know if HoneyBook has a "suggestions box"? I own a travel agency, and some things like allowing the same dynamic pricing in lead forms as is in smart files is a big deal.

[@DaSilvaLife]

Hey!! You could reach out to their support, I'm sure they will take it into consideration! :)