What once took 10 hours now takes just one, thanks to HoneyBook automations.
Emilie G.
Virtual Assistant
WORKFLOW AUTOMATIONS
Automate so you can
create.
The second you automate your workflow, you start saving hours every week.
No credit card required
Every week, HoneyBook members are saving:
30%
higher booking rate.
2x
more profitable leads.
20 hours
back every week.
Automate repetitive parts of your day-to-day.
Automate messages, follow-ups, files, and tasks so things get done without landing on your to-do list. No technical setup needed.
Follow up when leads reach out
Fast replies win clients. So when someone fills out your lead form, automations make it easy for them to take the next step.
Onboard new clients
Make great first impressions by triggering a pre-set welcome experience right after clients sign your contract.
Keep projects on track
Provide a friendly nudge when any step of your process is running behind schedule.
Prepare for key project dates
Automate check-ins, meetings, or files that help clients feel prepared leading up to a deadline or event date.
Create processes that
run themselves.
Build automations with AI
Simply describe what you want, and let HoneyBook AI turn that into a ready-to-use workflow in minutes. Easier said. And done.
Set contextual triggers
Create triggers for any step of your process so when clients take action, automations can take it from there.
Layer in logic
Set rules that adapt to any situation so clients get the right experience at the right moment.
Automate across platforms
Get your favorite tools talking and pass information between apps and platforms to keep work flowing.
Don't stop there.
HoneyBook does a lot, because so do you. Keep exploring how HoneyBook can help your business thrive.
Automations FAQs
How do I create a HoneyBook automation?
There are a few components to HoneyBook automations:
- Each automation starts with one trigger. A trigger is the event that causes the automation to start running.
- Then, add the first action. An action is something that happens when the automation runs.
- Then, based on your personal process, you have the option to add waits, additional actions, and conditions.
- A wait is a wait time or delay between the automation trigger and first action, or an automation action and the following action.
- A condition allows you to branch your automation to different steps, based on if a criteria is met.
- You can then preview and activate your automation.
What automation triggers are available through HoneyBook?
Automations can be triggered by various events, such as new inquiries, scheduling changes (sessions scheduled, started, or ended), file actions (viewed or completed), bookings (contracts signed, payments made), and project milestones (start, end, marked complete).
What is conditional logic and how does it work?
Conditional logic allows your workflow to adapt based on specific situations. For example, you can set up an automation that only sends a follow-up email if a client hasn't signed a contract within three days.
Can I edit automated emails before they're sent?
Yes, you can edit emails before they are sent within an automation.
What membership plan includes HoneyBook automations?
Automations are included in the Essentials and Premium plans. See our full pricing plans
