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Create a Luxury Booking Experience Using Honeybook

Starting a virtual assistant business is one of the easiest ways to earn money in the online industry. It requires almost no cash to get started, and there is no shortage of potential clients! 

Each type of online business or online niche needs someone to help support their business. Virtual assistants are in high demand, but if you have been working as a VA for a while, you know that nabbing higher-paying clients can be slightly trickier. 

When working with a virtual assistant business, these higher-paying clients want a luxury experience. If they trust you to run elements of their online business, clients want to know that you are experienced and capable enough to handle it. The things that help with that? Solid branding, seamless booking, pain-free onboarding, and strong client communication. 

Where can you find all those things? HoneyBook! It’s the client management system I personally use (and my virtual assistant does, too), and I love it because it makes it easy to run my business as an on-the-go mom.

Not only is HoneyBook simple to use, but it can also be used to curate a luxury booking experience for your virtual assistant business. If you want to land those higher-paying clients that crave a high-end client experience, it’s worth investing in Honeybook.

Keep reading to learn about what HoneyBook is, how you can customize it for your brand, and my favorite tips and tricks for using the platform.

It’s HoneyBook’s 10-Year Anniversary sale this May! Try HoneyBook for 60% off the first year.

(Note, this is an affiliate link, which means I may earn a small commission should you choose to sign up). 

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What is HoneyBook?

HoneyBook is a client management system. So if you have clients, you need to communicate with them, send them contracts and invoices, and schedule meetings with them. Instead of piecemealing together twenty different websites to do all those tasks, HoneyBook handles them from one central location. 

Think of all the mental space you currently use to remember all the onboarding items you need to complete for each client. Wouldn’t it be nice to clear up the space in your brain that keeps track of all that and let HoneyBook do it all for you?? 

Virtual assistants using HoneyBook know that this is the easiest AND best way for you to upgrade your virtual assistant business from “beginner” to “polished and professional.”

With HoneyBook, you can:

  • Use the scheduler to make appointments with clients
  • Send invoices, contracts, and proposals
  • Create automation that makes your onboarding process seamless
  • Utilize email templates and SmartFiles to gather testimonials or send forms

With all of your client communication routed through HoneyBook, your client will experience a seamless onboarding process and client experience. As a virtual assistant, you know that making your clients’ lives easier is always the priority, and HoneyBook is one way you can do that. Your client will thank you for it!

The HoneyBook user interface is extremely user-friendly. Everything you need is right there on the front page once you log in. You will get a snapshot of your:

  • Projects
  • Payments
  • Tasks
  • Calendar
  • Financial Report

Clicking on the Project workspace will take you to a list of all your clients. From there, you can access everything you have accumulated or collected for their particular contract. If you’d like to customize a template or create automation, you can do those things from the home screen by clicking “Tools” at the top of the page. 

Interested in HoneyBook, but want to explore other client management systems?

I totally get it! Before deciding on HoneyBook, virtual assistants and other businesses should take a look around at what else is out there! Check out this post I wrote comparing two major client management systems: ​​Honeybook vs. Dubsado – Which Is Better For Your Online Business? I was using Dubsado before HoneyBook – so I definitely have an opinion on the two!

Customizing Your HoneyBook Account to Your Brand

One of the things I love most about HoneyBook is how easy it is to customize everything (yes, I truly mean everything!) to your brand. After you create an account, you can add your logo, brand colors, and brand fonts to every email, form, or template you create. 

  • Want your logo on your contract? Done!
  • Want your scheduler to be in your brand colors? Easy as 1-2-3!
  • Want your proposals to include your brand photography? Drop and drag ‘em in there!

Customizing HoneyBook for your virtual assistant business is a straightforward and uncomplicated way to make your clients feel like they are dealing with a capable, professional, and qualified professional. Impress your clients from the start by showing them that you can take care of their business just as well as you take care of your own!

Does your virtual assistant business typically work in packages? If so, HoneyBook is the right choice for you! You can easily create package templates that structure your pricing with your services by using SmartFiles (what HoneyBook calls your customer-facing documents) or templates. 

Once these files are created, you can quickly build custom service packages for clients and add them to proposals or contracts. It saves a lot of time, and still looks tailor-made for each client. Plus, you can SmartFiles to look very on-brand! (Learn more about creating package templates from this HoneyBook article.)

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Use SmartFiles to Automate a Luxury Booking Experience

As I said earlier, SmartFiles are just what HoneyBook calls all your customer-facing documents. Think: contracts, invoices, proposals, etc. 

But in my experience and from chatting with others in the industry, Virtual assistants using HoneyBook love the contact form! 

The contact form collects lead information for your virtual assistant business so you can follow up with your potential clients.

You can customize the colors, fonts, and imagery on the contact form, but you can also personalize all of the questions to you and your business. 

  • Do you want to know a client’s budget before you meet with them? Add it to the contact form! 
  • Do you want to know a potential client’s Instagram handle? Create a space for it! 
  • Curious about how they found you? Make it a required question!

Once your contact form is complete, add automation to make your booking experience run smoothly. Virtual assistants using HoneyBook can create an automation that sends potential clients your scheduler once they have submitted your contact form – that way, you have their information before you meet with them for your virtual assistant business. 

Curious about how SmartFiles for contracts and invoices work?

Setting these up is just as easy as customizing your contact form. You can bundle your service package, contract, and invoice into one SmartFile called a proposal. I love this because it can be so frustrating and time-consuming to send a custom package, wait for client approval, then send a contract, wait for the client to sign it and send it back, and then send an invoice and wait for it to be paid. 

With HoneyBook, virtual assistants can send all those things simultaneously. If the client approves, they can sign the contract and pay the first invoice, which will all be saved automatically in their project workspace. 

Even better? You don’t need actually to remember to send invoices out to clients each month – they can all be automated by you! Set it up once and save your mental energy for the things that really matter – like client tasks and other business-building activities.

The possibilities with automation in HoneyBook are almost endless. In HoneyBook, virtual assistants have the option to automate any of the processes that are normal for business. You can automate emails to be sent, meeting reminders, and invoices.

My favorite part of automation? I love that I can automate an internal task list for me once a client has completed a form or signed a contract. This internal task list ensures nothing ever slips through the cracks for my business.

With a solid workflow in Honeybook, your client will move through the booking and onboarding process seamlessly. After experiencing your luxury booking experience, your clients will feel confident using you to uplevel their businesses. 

Ready to sign up for HoneyBook? Use my affiliate link for the month of May and get 60% off HoneyBook for your first year!

(Note, this is an affiliate link, which means I may earn a small commission should you choose to sign up). 

Get 60% off your first year of HoneyBook

HoneyBook Tips and Best Practices for Growing Your VA Business

HoneyBook can seem really overwhelming at first. It’s a robust site that can do A LOT of things. Don’t stress – you don’t need to set up everything initially. I would recommend starting small and getting these three things handled first:

  1. Your contact form – Customize this for your virtual assistant business and make sure to include all the questions you want potential clients to answer before they meet with you.
  2. Automate your scheduler with your contact form – Doing this will make sure no clients slip through the cracks! And your potential clients will love how quickly they can book an appointment with you. (Watch this video tutorial by HoneyBook for more details on the scheduler.)
  3. Create your package templates – When it’s time to create your first proposal SmartFile you will be glad you have these built!

The HoneyBook blog has a great post about effectively managing your clients throughout your working relationship using their systems. My favorite piece of advice they give is to set up solid client onboarding and offboarding procedures. These really make your clients feel taken care of, and having the entire process automated will let you focus on other things. 

My clients have always told me how much they love my communication style. And my “style” isn’t anything special – it’s truly just keeping them updated on their projects and letting them know if I need anything! Your clients don’t want to pay you and never hear from you again. They want a relationship.

In fact, Upwork says that virtual assistants are in such high demand because they tend to offer exceptional customer service. Luckily, HoneyBook saves all your communication within the client’s project, so you can easily go back and reference it if you need to. It makes sending messages a breeze!

HoneyBook is not perfect. It has glitches just like everything else in the world does, but a place where HoneyBook truly shines is its customer service department.

If your virtual assistant business is using HoneyBook and runs into trouble, you can hop onto their live chat tool and one of their representatives will talk you through any issue you are having. They have a troubleshooting section packed with articles addressing any question you might have. I love using HoneyBook because I know that if I encounter an error or problem, I will be able to solve it using one of the website’s help functions. 

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How to Use HoneyBook for your Virtual Assistant Business

HoneyBook Virtual Assistants Give Clients Custom, Luxury Experiences 

If you’re ready for your virtual assistant business to get business from high-ticket clients, it’s time to start using HoneyBook. 

HoneyBook allows you to customize all your SmartFiles, templates, and client communication. It creates a painless booking, onboarding, and communication system for you to use with your clients. The automation and workflows take all the mental work and stress out of keeping up with projects, invoicing, and sending files. 

With HoneyBook, you can make your life as a business owner so much easier – what are you waiting for?!

Sign up now to get 60% off HoneyBook for your first year!

(Note, this is an affiliate link, which means I may earn a small commission should you choose to sign up). 

Get 60% off your first year of HoneyBook