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Pay links are here!

Related products:Client payment methodsPayments
  • October 28, 2024
  • 19 replies
  • 1073 views

Monica R
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We are out of beta and live to all members!


The HoneyBook pay link is a streamlined feature designed to help HoneyBook members request and receive payments quickly without the need to set up a full project. This feature is ideal for simple transactions, one-off services, or when a client prefers a straightforward payment process. The pay link is valid for 24 hours and can be shared via email, text message, WhatsApp, or other messaging platforms.
 

Key Features

  • Quick Payment Requests: Send a payment request quickly and easily.
  • No Project Setup Needed: Ideal for simple transactions without the need for a full project
  • Multiple Sharing Options: Share via email directly from HoneyBook or copy the link to send through other platforms
  • Payments Tracking: Monitor the status of your Pay Links within the Client Workspace
  • Secure Payments: All transactions are processed securely through HoneyBook's payment system
  • Single Submission Security: Pay Links can only be submitted/paid once, ensuring secure transactions
  • Merge Existing Project: If client has an active project, you can merge the link to an existing project
  • New Client Functionality: From the dashboard, you can make an instant link for a brand new client

 



 

How to Create and Share a Pay Link

Step 1: Create the Pay Link

  1. Access the Pay Link Feature:
    • Navigate to your Client Workspace for the specific client you want to request payment from.
    • Click on the Create Pay Link button located in the Pay Link widget on the right sidebar.


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OR

Select +NEW from your top nav

 

  1. Enter Pay Link Details:
  • Client:
    • The client will be pre-selected since you're in their workspace.
    • To change the client, click on the client's name and select a different client or add a new one.
  • Amount:
    • Enter the amount you are requesting.
    • Example: $150.00
  • Pay Link Name:
    • Provide a name for the Pay Link to help you identify it later.
    • This name is also visible to your client.
    • Example: Consultation Fee
  • Allow Tip (Optional):
    • Toggle on Client can leave a tip if you want to allow clients to add a tip during payment.
  1. Create the Pay Link:
    • Once all details are filled in, click Create Pay Link to proceed.

Step 2: Share the Pay Link

  1. Choose a Sharing Option:
    • Send via Email:
      • Click Send via Email to send the pay link directly to the client's email.
      • An email draft will appear for you to review and customize if needed.
    • Copy Link:
      • Click Copy Link to manually share it via text, WhatsApp, or other messaging platforms.
  2. Complete the Process:
    • If Sending via Email:
      • Review the email content.
      • Click Send to deliver the pay link to your client's inbox.
    • If Copying the Link:
      • Paste the copied link into your chosen messaging platform and send it to your client.
  3. Confirmation:
    • A confirmation message will appear, letting you know the pay link has been created and is ready to be shared.

 


Managing Pay Links


Viewing Pay Links

  • Access Your Pay Links:
    • Go to the Client Workspace to see the list of pay links associated with that client.
    • Pay Links are displayed in the pay link widget on the right sidebar.

Understanding Pay Link Statuses

  • Active:
    • The pay link is valid and awaiting client payment.
  • Paid:
    • The client has completed the payment.
    • Note: Actions in the sidebar for Paid pay links are currently disabled and will be implemented in future updates.
  • Expired:
    • The 24-hour validity period has passed without payment.
  • Refunded:

Actions Available

  • Active:
    • The pay link is valid and awaiting client payment.
  • Paid:
    • The client has completed the payment.
      Note: Actions in the sidebar for Paid pay links are currently disabled and will be implemented in future updates.
  • Expired:
    • The 24-hour validity period has passed without payment.
  • Refunded/Partially Refunded:
    • The transaction was refunded or partially refunded. Funds will be returned in 7–14 business days (same as standard invoice refunds).

Deleting a Pay Link

  1. Locate the pay link you wish to delete in the pay link widget.
  2. Click on the Delete option next to the pay link.
  3. Confirm the deletion when prompted.

Note: Deleting a pay link is permanent and cannot be undone.

 


Client Experience

  • Receiving the pay link:
    • Clients receive the pay link via the method you chose (email or messaging platform).
    • The message includes the pay link name, amount due, and a secure link to make the payment.
  • Making a Payment:
    • Clients click the link and are guided through a simple payment process.
    • They can review the payment details before proceeding.
    • If you enabled the tip option, clients can add a tip after entering their payment information.
  • Payment Confirmation:
    • After completing the payment, clients receive a confirmation message on-screen.
    • They also receive a receipt via email for their records.
    • Once the payment is completed by the client, members will also receive a confirmation email.
  • Security:
    • All payments are processed securely through HoneyBook's encrypted payment system.
    • The pay link can only be submitted once. After being submitted and paid, the lead form is deleted and cannot be accessed by clients anymore.

 


 

19 replies

Tonisha J Stalnaker
Explorer
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I love all the upcoming features. I also like the example of a nail salon using these links for services. Is there any discussion on adding Klarna or AfterPay?


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  • HoneyBook Employee
  • October 28, 2024

Hi Tonisha,

Nice to virtually meet you, and thank you for your question! I’m Alon Reuveni, HoneyBook’s Payments Product Manager. It’s fantastic to hear you're excited about the new features! 😊

Out of curiosity, for Pay Link, which of the planned features are you most looking forward to?

Regarding your question about adding BNPL options like Klarna or AfterPay, the answer is yes—we’re exploring the potential benefits these options could bring to HoneyBook members. While we know they can offer great flexibility for clients, we’re also mindful of the typically higher fees compared to traditional card payments. Right now, we’re aiming to evaluate and possibly integrate BNPL options in the second half of 2025. Please keep in mind that these timelines are tentative and depend on various factors, so there’s no certainty yet on the exact launch.

One more question: Are you familiar with Affirm? Do you see it as a valid choice alongside Klarna and AfterPay?

Looking forward to your thoughts!


Monica R
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  • Author
  • HoneyBook Community Team
  • October 28, 2024

@Tonisha J Stalnaker! If you haven’t already done so, feel free to also upvote the existing feature request for 3rd party payments like Affirm/Afterpay :) 


Diana The Finer Points
Luminary
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Is it on the roadmap to be able to have this feature WITHOUT them being an existing client? Because most clients in person are not existing clients… 


Dana Ponsky

Thank you for the add.
I work as a college counselor and really need the ability to let students/families schedule and pay in one step. Will there be a pay for now to create an automation where a student can schedule and then it triggers a payment link be email to them?

Additionally, I would love to see payment links be connected to projects.

Thank you


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  • HoneyBook Employee
  • November 7, 2024

Hello @Diana - The Finer Points.
I'm Alon Reuveni, the Payments Product Manager at HoneyBook.

Thanks for reaching out! We’re indeed planning to add the option to create a new client. We're working on making the “Create new pay link” option accessible directly from the “+New” menu in the top-right navigation bar, and it should be available really soon.

In the meantime, you can add new contacts via the client workspace as an interim solution.

 

 

 

 

 

 

 


Monica R
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  • Author
  • HoneyBook Community Team
  • November 7, 2024

@Dana Ponsky Hey Dana! 

So when you say you’d like a scheduler and payment option sent via an automation to a client, what would trigger that automation. Are you currently using a lead form to do this and that isn’t working out?


Dana Ponsky

@Dana Ponsky Hey Dana! 

So when you say you’d like a scheduler and payment option sent via an automation to a client, what would trigger that automation. Are you currently using a lead form to do this and that isn’t working out?

@Monica R 

Hi Monica:
Ideally, I would like there to be an option to pay when a client, within a project, wants to schedule a meeting like Calendly and other scheduling platforms allow. However, since that is not an option right now in HB, I am wondering is there a way for this new payment link to become part of an automation like:
I email a current client a scheduling link.
Once scheduled, an automated email goes out with the payment link.

Keep in mind, I work as a college counselor where I have high school students who schedule meetings weekly. While most secure blocks of hours which I use a smart file to onboard them, they pay, and then they have a scheduling link to make their appointments. However, when a current client prefers to pay by the house, it would be so much easier for them to schedule and pay at the same time by using a recurring scheduling link as opposed to creating a smart file every time they say they want to schedule.

Let me know if this makes sense or if I can provide more feedback.

Thanks,

Dana

 


Monica R
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  • Author
  • HoneyBook Community Team
  • November 7, 2024

Hi @Dana Ponsky - this is possible using a lead form! With a lead form, you can send a link that includes both a schedule block and a payment page :) If you have questions about getting that set up, please don’t hesitate to reach out to the Support team at Concierge@HoneyBook.com


Dana Ponsky

@Monica R 

Thanks! The issue with the lead form is that it creates a new project for a current client each time they use it. Unless, there is a way to prevent that from happening or multiple projects that are created from doing a lead form can be housed under one project. Otherwise, it creates a bit of a mess having multiple projects for one client.

 


Monica R
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  • Author
  • HoneyBook Community Team
  • December 17, 2024

Hi ​@Dana Ponsky and everyone here!

Exciting news! Now you can merge a pay link with an existing project! 🎉


Lydia F
Explorer
  • Explorer
  • December 19, 2024

Hi there, to answer your question waaaaay up above about what I would like to see in conjunction with this: Mobile app support! :) 

Also, after having gone through the client experience side of a pay link, I see some room for improvement -- Tax, while not applied, is still showing on the invoice. There’s also an image on the invoice, which is a placeholder. My company info is appearing at the top of the invoice AND the payment page, in different formats/layouts, which is a little odd looking. 

The email the client gets says it can’t be replied to or forwarded, but it definitely can -- it replies right to me (photographer)! 

I’m trying to understand the primary use case for this… Until we can apply tax, it’s not so useful for me because I have to apply tax to everything except gratuities. And I can’t use it for digital products, because the lead form is a better fit for that. 

So I’m curious about the use case here. :)  

 


Lydia F
Explorer
  • Explorer
  • December 19, 2024

@Monica R  -- I just tested this to see what the user experience looks like from the client end, and I followed the steps to create a paylink, not linked to an existing project, and at the last step I did the SEND EMAIL button. But I received TWO emails, with the same timestamp. Let me know if I can provide any details to help find what might be causing the issue. I can also try it again if that would be helpful. 


Daniel Kidon
HoneyBook Employee
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  • HoneyBook Employee
  • December 20, 2024

Hi ​@Lydia F
Thanks for catching this and letting us know! I’m one of the developers working on the pay links feature, and we found the issue that caused the duplicate emails—it was a small glitch with our email system. The good news is we’ve already fixed it, and the update will go live on Sunday.
I really appreciate you testing this out and sharing your feedback. Let me know if you notice anything else or have questions!
Best,
Kidon


Ashley Rufino
Creative Icon
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  • Creative Icon
  • January 13, 2025

@Monica R

Thanks! The issue with the lead form is that it creates a new project for a current client each time they use it. Unless, there is a way to prevent that from happening or multiple projects that are created from doing a lead form can be housed under one project. Otherwise, it creates a bit of a mess having multiple projects for one client.

 

You now have the ability to toggle this in the lead form settings! No more multiple projects

 


Dee Wang
  • May 6, 2025

Howcome I do not see a Pay Link feature? I don’t see it in the +New navigation or when I go into a client workspace. Is this feature not available yet?

I think it would be a great option to be able to add tax. Looking at the video tutorial, it doesn’t seem you can add tax with the Pay Link feature, however, a lot of the services we do require tax.

 

Thanks!


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  • HoneyBook Employee
  • May 6, 2025

Hi Dee Wang- please check now :)


Tend2UBAM
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  • August 8, 2025

Recently has a client request a pay link, so we used it for the first time. In our case, the client paid the remaining balance from the invoice.

The pros: 

-It was convenient and easy for the customer to use

-It connects to the project, so the payment shows up in the workspace

The cons:

-We wanted the ability to link upcoming payments from the invoice. Otherwise, the total amount paid should auto-adjust remaining payments. 

-Due to the 1st con, we had to manually mark remaining invoices as a paid without them being connected to the party link, so it records as a double payment. That's a miscalculation for financials and reporting purposes


richardtorresmagic

It would be great to also have the ability to use pay links when a client requests to send gratuity after services are finished. Since it is just a payment maybe when selecting pay link have an option for “service” or “gratuity request” and service can work just as is already and gratuity would just send the paylink request to them for gratuity.  I don’t know just a thought.

 

There’s no other way to send a gratuity request from a client in honeybook without creating an invoice for $1 which I think is kinda silly “invoicing for gratuity”. Mind you I love the gratuity option in the invoice that has been a life saver - but sometimes as some i get customers who want to tip me and have asked “can i just go back in the invoice and send a gratuity” and i have to say no because once fully paid it’s done.