HoneyBOOK SeTUP

A calm, strategic, done‑for‑you system build that supports your entire client experience.

Honeybook services are for creatives and service providers who want HoneyBook to feel like an extension of their brand — not another admin task. Together, we map out your ideal client journey, then I build a fully branded, automated system that supports you from inquiry to offboarding.

Your HoneyBook backend becomes clear, intuitive, and ready to run your business with ease.

HoneyBook Full Setup

A fully branded, automated HoneyBook system that supports your entire client experience — from inquiry to offboarding — with ease and confidence..

Perfect for: Creative business and service providers New to HoneyBook or and your system needs a full overhaul and wants everything built correctly from the start.

HoneyBook Full Setup gives you a complete, done‑for‑you system built with clarity, intention, and your brand at the center. From your client journey to your Smart Files, automations, settings, scheduler, and integrations — everything is thoughtfully designed and implemented so HoneyBook becomes a seamless extension of your business.

💰 Investment: $2,500 CAD
⏳ Timeline: 2-4 weeks

What’s included in your HoneyBook full setup:

  • Client journey mapping call

  • Up to 5 full automations

  • Up to 12 Smart Files created or updated

  • Full settings setup

  • Branding integration (client-provided files)

  • Scheduler setup (up to 5 appointment types)

  • Integrations (Zoom, iCal, Google Calendar, Calendly)

  • Email template creation + import

  • Detailed recorded walkthrough

Book your honeybook Setup

End to End client experience.

What You Can Expect

01. Inquiry + Discovery Call

A free call to learn about your business, your client journey, and the systems you currently have in place so we can confirm the right fit and direction.

02. Proposal, Contract + Invoice

You’ll receive a customized proposal, contract, and invoice. Once payment is complete, your spot is officially secured and your project is added to my calendar.

03. Brand Form + Questionnaire

You’ll share your logo, images, colors, and any brand assets so your entire HoneyBook system is fully aligned with your visual identity.

04. Workflow STRATEGY Session

A deep, guided session where we map out your full client journey and design the most efficient, intuitive workflow for your business.

05. SETUP + TESTING

Your HoneyBook system is built, branded, and fully tested. Smart Files, automations, settings, scheduler, and integrations are all implemented with clarity and intention.

06. TRAINING + SUPPORT

You’ll receive a walkthrough of your new setup so you feel confident using it day‑to‑day, plus 30 days of ongoing support as you settle into your new workflow.

Book Your Honeybook Setup

Frequently
Asked Questions

  • If your current system feels disorganized, inconsistent, or time‑consuming — or if you’re starting fresh and want everything built correctly from the beginning — a full setup gives you a complete, done‑for‑you foundation that supports your entire client journey

  • You’ll complete a short intake form, share your branding assets, and walk through your process with me during our 90‑minute strategy session. After that, I handle the full build so you can stay focused on your business.

  • Most projects take 2–4weeks, depending on the complexity of your workflow and how quickly you provide the requested materials.

  • Yes. Your Smart Files, scheduler, emails, and overall system will be aligned with your brand visuals and tone so everything feels cohesive and professional.

  • Absolutely. You’ll receive a 90‑minute training call and a recorded walkthrough so you can revisit the instructions anytime. You’ll also have 30 days of support for questions and small adjustments.

  • Yes. I create and import a full set of email templates written in your voice, aligned with your workflow, and ready to use immediately.

  • hat’s exactly what the strategy session is for. We’ll map out your full client journey together so your system is built with intention, clarity, and ease — not guesswork.

  • Yes. If you already have Smart Files, forms, or pieces of a workflow, I can refine, rebuild, or integrate them into your new system so nothing is lost and everything works seamlessly.