Client Portal

Hi @Bonnie,

I see, yeah it’s hard to trigger an automation without them filling out a HoneyBook contact or lead form. Have you looked into selling your services using lead forms on HoneyBook? It could help simplify the process and automate a lot of communication afterwards.

Thanks @Masha Z I’m going to take a look and see what that is all about.  I haven’t done anything with lead forms yet. I may come back with questions but this is a good start! :)

Hi @Bonnie , what type of business do you have? If all you need to send is the client portal link, you can create an automation native to Wix and send your Client Portal link inside that email. The link is static, meaning every client can use the same link to log in and access their specific portal. 

I have a blog post about how to add it to your Website as well, here:  https://www.premieropsspot.com/post/honeybook-client-portal-streamline-communications 

Essentially, you can add a button to your Wix website, which makes it super easy for clients to log in! 

I do agree though that selling through Honeybook is going to make it a LOT more streamlined! I have Wix as well, and I moved away from using their automations and emails because they were becoming unreliable and changing too frequently to keep up. 

Hopefully this helps!