HoneyBook for Wedding Planners: Streamline Your Business and Book More Couples

Managing a wedding business can be a whirlwind of inquiries, proposals, contracts, and payments. That’s where HoneyBook comes in! This platform is the ultimate all-in-one CRM for wedding businesses like yours. Since launching my business, I have used HoneyBook for my virtual assistant business. Here’s how I use HoneyBook to automate tasks, save time, and impress clients, helping me book more wedding pros and grow my business.

1. Inquiry Management & Scheduling:

• Ditch the email chaos! HoneyBook’s automated inquiry forms capture leads and automatically start projects.
• Trigger-based emails acknowledge inquiries, check availability, and schedule consultations instantly.
• Smart scheduling integrates with your calendar (like Google Calendar) to show available times and avoid conflicts.
• Client-friendly schedulers let couples choose their preferred meeting times, reducing back-and-forth emails.

2. Proposal, Contract & Invoice Magic:

• Say goodbye to clunky PDF proposals! HoneyBook’s customizable proposals showcase your packages, brand, and images.
• Automatic contracts and invoices based on chosen packages and payment plans save you tons of time.
• Electronic signatures and secure online payments.
• Client portals store contracts, invoices, payment dates, and wedding details in one place for easy access.

3. Automation & Workflows:

• Automated emails welcome new clients, send reminders, and collect reviews.
• Powerful workflows trigger actions based on events, like sending emails after proposal acceptance or payment reminders approaching due dates.
• Endless customization options let you automate anything and everything, from sending vendor contracts to requesting song lists.

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4. Client Portal & Communication:

• Branded client portals offer a secure space for couples to access contracts, invoices, and wedding planning resources.
• Share PDFs, links, and documents like your preferred vendor list, budget templates, and timelines.
• Two-way communication allows clients to ask questions and manage their details directly through the portal.

5. Income & Expense Tracking:

• Track all your sales and income in one place with easy-to-read reports.
• Connect HoneyBook to Quickbooks for seamless bookkeeping and financial management.
• Monitor your income goals and see how your business is performing month-to-month.

Ready to take your wedding business to the next level? Start your free HoneyBook trial today!

6. Affordability & Scalability:

• HoneyBook’s flat-rate pricing doesn’t increase with the number of clients, making it budget-friendly for small businesses.
• Upgrade seamlessly as your business grows, adding team members or additional business brands.

Follow Dana’s Desk on Instagram for more social media tips to book more weddings! If you need help getting your wedding business up and running, or want to improve your organic marketing strategy, we offer Admin Support + Pinterest management services for wedding professionals. This includes virtual assistance, Pinterest marketing and strategy, and workflow coaching! Inquire here for a custom proposal

Disclaimer: Some of the links on this page are affiliate links. That means, I get a small commission if you purchase through this link at no extra cost to you. However, I make it a point to only share tools and resources I truly love and use.