Help me stay

Question

I want to continue using HoneyBook, but my biggest problem is the client-side portal isn't evolving with our needs. Clients can't book appointments with a button, update payments without going through Smart Files, and there's no full API. These issues, among others, represent my last attempt to remain on this platform before investing in a different plan to provide my clients with a better experience. HoneyBook, we need your help. We need to be able to customize our client portals or mirror the results to our own sites through code, which I could have  of implemented. I personally like HoneyBook but the client side is lacking. I wish you would work with me to fix my issues rather than another company who wants to build it from ground up. If you have ideas let me know.

Alicia Bauer · Accepted Answer

​@Byron Honea- I can definitely understand wanting a more streamlined and intuitive client-side experience, especially as your business grows and client expectations evolve. It sounds like you’ve put a lot of thought into the customer journey already, which is honestly half the battle.I’d actually be curious what type of business/workflow you’re running, because I think the best setup can vary a lot depending on whether you’re appointment-heavy, membership-based, ongoing services, events, etc.For example, I know some businesses use:• Smart File buttons and bookmarks as a lightweight portal navigation• Separate scheduler landing pages for appointments• External client dashboards paired with HoneyBook for backend management• Or custom workflows where HB handles contracts/payments while the website handles the client-facing experienceIt sounds like you’re trying to create more of a true client dashboard experience, which HoneyBook isn’t fully built for right now, but there may be ways to simplify the flow strategically depending on your business model.Would love to hear more about how your workflow is structured and what actions clients need most often once they’re inside the portal. I’m a Honeybook Pro and I would be happy to brainstorm with you to see if I could help! 💛

Byron Honea · Answer

🎧 Client Feedback ClipsClient 1 – Overstimulating + Hidden Actions“It’s a little overstimulating and confusing where to go. I have to scroll all the way to the very end of the paperwork just to update my payment or schedule anything. Everything feels hidden instead of having a simple link or button to click.”Client 2 – No Clear Appointment Access“I’m in the portal right now, and I see Send Message, Active Files, Bookmarks, and Notes—but I don’t see anywhere to actually make an appointment.”right now we are using bookmarks on the clients homepage of their portal to host our scheduling links but feels hacked and taped together.

🎧 Client Feedback Clips

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