{"id":90986,"date":"2023-09-29T07:00:00","date_gmt":"2023-09-29T14:00:00","guid":{"rendered":"https:\/\/honeybook-blog.site.strattic.io\/?p=90986"},"modified":"2023-12-05T09:25:08","modified_gmt":"2023-12-05T17:25:08","slug":"honeybook-automations","status":"publish","type":"post","link":"https:\/\/hbb.dev.reliablepenguin.com\/blog\/honeybook-automations","title":{"rendered":"How to use HoneyBook automations to reduce workload and elevate your client experience"},"content":{"rendered":"\n<p class=\"has-text-align-center\"><em>Get started with HoneyBook automations to take repetitive work off of your plate and create scalable processes throughout your clientflow.&nbsp;<\/em><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1024\" height=\"793\" src=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/09\/honeybook-automations-1024x793.jpg\" alt=\"Man using HoneyBook automations\" class=\"wp-image-90988\" srcset=\"https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/09\/honeybook-automations-1024x793.jpg 1024w, https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/09\/honeybook-automations-300x232.jpg 300w, https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/09\/honeybook-automations-768x594.jpg 768w, https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/09\/honeybook-automations-1536x1189.jpg 1536w, https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/09\/honeybook-automations.jpg 2000w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>One of the biggest benefits of using HoneyBook is that you can manage all of your business processes in one place. That includes <a href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/honeybook-lead-capture\">capturing and managing leads<\/a>, selling your services, booking clients, communicating, and more.&nbsp;<\/p>\n\n\n\n<p>HoneyBook offers features to manage each step of your clientflow. Even better? The platform also has automations that enable you to tie each step in your process together to save time.\u00a0<\/p>\n\n\n\n<p>With <a href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/automations\">HoneyBook automations<\/a>, you can reduce your workload, stay organized, and work more efficiently so that it\u2019s easier to scale your business. Automations also ensure that your clients are given a consistent and smooth experience.&nbsp;<\/p>\n\n\n\n<p><strong>Explore more about <a class=\"wpil_keyword_link\" href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/honeybook-automations\" target=\"_blank\" rel=\"noopener\" title=\"HoneyBook automations\" data-wpil-keyword-link=\"linked\">HoneyBook automations<\/a>:&nbsp;<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"#admin\">Reduce manual, repetitive admin work<\/a><\/li>\n\n\n\n<li><a href=\"#sales\">Speed up your sales cycle<\/a><\/li>\n\n\n\n<li><a href=\"#client-experience\">Elevate your client experience for better, longer-lasting relationships<\/a><\/li>\n\n\n\n<li><a href=\"#on-track\">Keep projects and clients on track<\/a><\/li>\n\n\n\n<li><a href=\"#FAQ\">HoneyBook automations FAQs<\/a><\/li>\n\n\n\n<li><a href=\"#get-started\">Start automating key steps in your clientflow<\/a><\/li>\n<\/ul>\n\n\n\n<span id=\"admin\"><\/span>\n\n\n\n<h2 class=\"wp-block-heading\">Reduce manual, repetitive admin work<\/h2>\n\n\n\n<p>How much of your workload includes doing the same tasks over and over again? As you scale your business, there are more repetitive tasks to do. Since it\u2019s a growing pain, it\u2019s a great indication of business success, but it is still a pain. You might notice that repetitive tasks make up the majority of your work, while you have less time for strategy, creative thought, and planning.&nbsp;<\/p>\n\n\n\n<p>This is where HoneyBook automations can come in to help take that work off your plate. With more consistent processes and time to focus on goals, it\u2019s easier to grow and scale your business.&nbsp;<\/p>\n\n\n\n<p>Consider some of the tasks that you complete with every client.&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">How to use HoneyBook automations for admin tasks:<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Pre\/post meeting tasks<\/strong> &#8211; Add an automation to any HoneyBook lead form to schedule with clients then follow up automatically. Send your agenda or other files, like an info-gathering questionnaire, before a meeting or session. After the session, you can also trigger an automation to send a recap email that includes next steps.&nbsp;<\/li>\n\n\n\n<li><strong>Scheduling<\/strong> &#8211; Automate an email that includes your <a class=\"wpil_keyword_link\" href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/meeting-scheduler\" target=\"_blank\" rel=\"noopener\" title=\"meeting scheduler\" data-wpil-keyword-link=\"linked\">meeting scheduler<\/a> so that you can get time on the calendar with clients, whether you schedule after they inquire, book, or any other action.&nbsp;<\/li>\n\n\n\n<li><strong>Booking <\/strong>&#8211;<strong> <\/strong>Immediately send a booking file when you know your client is ready. You can send an individual contract followed by an invoice, or combine them all together in one file. Automate the process as soon as someone inquires or when another action is complete, like filling out a questionnaire.&nbsp;<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><a href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/app\/automations\"><img decoding=\"async\" width=\"768\" height=\"1024\" src=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/09\/Scheduling-booking-768x1024.png\" alt=\"HoneyBook automation for scheduling and booking\" class=\"wp-image-90991\" srcset=\"https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/09\/Scheduling-booking-768x1024.png 768w, https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/09\/Scheduling-booking-225x300.png 225w, https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/09\/Scheduling-booking-1152x1536.png 1152w, https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/09\/Scheduling-booking.png 1500w\" sizes=\"(max-width: 768px) 100vw, 768px\" \/><\/a><figcaption class=\"wp-element-caption\">HoneyBook automation for scheduling and booking<\/figcaption><\/figure>\n\n\n\n<div class=\"wp-block-ugb-container ugb-container cta-pro-tip ugb-0041221 ugb-container--v2 ugb-container--design-basic ugb-main-block\"><style>.ugb-0041221-wrapper.ugb-container__wrapper{padding-top:0 !important;padding-bottom:0 !important}.ugb-0041221-wrapper > .ugb-container__side{padding-top:35px !important;padding-bottom:35px !important}@media screen and (min-width:768px){.ugb-0041221.ugb-container{padding-top:0px !important}}<\/style><div class=\"ugb-inner-block\"><div class=\"ugb-block-content\"><div class=\"ugb-container__wrapper ugb-0041221-wrapper\"><div class=\"ugb-container__side\"><div class=\"ugb-container__content-wrapper ugb-0041221-content-wrapper\">\n<div class=\"wp-block-ugb-columns ugb-columns ugb-c9eef97 ugb-columns--design-plain ugb-columns--columns-2 ugb-main-block\"><style>.ugb-c9eef97 > .ugb-inner-block > .ugb-block-content > .ugb-columns__item{grid-template-columns:0.20fr 1.80fr !important}<\/style><div class=\"ugb-inner-block\"><div class=\"ugb-block-content\"><div class=\"ugb-columns__item ugb-c9eef97-content-wrapper\">\n<div class=\"wp-block-ugb-column ugb-column ugb-381f79f ugb-column--design-plain ugb-main-block\"><div class=\"ugb-inner-block\"><div class=\"ugb-block-content\"><div class=\"ugb-column__item ugb-381f79f-column-wrapper\"><div class=\"ugb-column__content-wrapper\">\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/03\/asset-4.svg\" alt=\"\" class=\"wp-image-83436\"\/><\/figure>\n<\/div><\/div><\/div><\/div><\/div>\n\n\n\n<div class=\"wp-block-ugb-column ugb-column ugb-97eb796 ugb-column--design-plain ugb-main-block\"><div class=\"ugb-inner-block\"><div class=\"ugb-block-content\"><div class=\"ugb-column__item ugb-97eb796-column-wrapper\"><div class=\"ugb-column__content-wrapper\">\n<h4 class=\"wp-block-heading\"><strong>Pro tip<\/strong> <\/h4>\n\n\n\n<p>For easy setup, build your email and file templates first so that it\u2019s simple to create the automation and immediately add the content you need. For instance, create a general thank you email template and then apply it to any new automation.<\/p>\n<\/div><\/div><\/div><\/div><\/div>\n<\/div><\/div><\/div><\/div>\n<\/div><\/div><\/div><\/div><\/div><\/div>\n\n\n\n<span id=\"sales\"><\/span>\n\n\n\n<h2 class=\"wp-block-heading\">Speed up your sales cycle<\/h2>\n\n\n\n<p>When it comes to selling your services, there should be the least amount of friction possible before conversion. With HoneyBook, it\u2019s possible to provide potential clients with all the information they need, qualify them on your end, and book\u2013all in one step!<\/p>\n\n\n\n<p>When capturing leads through HoneyBook, use the <a href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/honeybook-lead-forms\">lead forms<\/a> feature to have clients complete some booking steps upfront. Include an intake questionnaire, service selection, invoice, payment, and scheduling all within your form, and link it from any of your public channels.&nbsp;<\/p>\n\n\n\n<p>If you don\u2019t want to include everything up front, you can still use automations to speed up your sales cycle with less manual work.&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">How to use HoneyBook automations in your sales process:<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Thank you emails<\/strong> &#8211; Start with the basics and automate a thank you email every time someone inquires with you.<\/li>\n\n\n\n<li><strong>Follow-up<\/strong> &#8211; Set an automated task reminder to follow up with a client a few days after their inquiry. By doing so, you can ensure you\u2019re following through with inquiries in a timely manner.&nbsp;<\/li>\n\n\n\n<li><strong>Lead qualification <\/strong>&#8211; Qualify your leads in a more private and personalized way. Automate specific questionnaires to clients as soon as they fill out your contact form\u2014you can tailor these to the services they\u2019re interested in by asking that question in your contact form. Though you can include questions in your HoneyBook contact form or lead form, this helps you dive deeper with new leads to understand if there\u2019s a good fit.&nbsp;<\/li>\n\n\n\n<li><strong>Discovery<\/strong> &#8211; Automate an email that includes your scheduler so you can immediately schedule a <a class=\"wpil_keyword_link\" href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/discovery-call\" target=\"_blank\" rel=\"noopener\" title=\"discovery call\" data-wpil-keyword-link=\"linked\">discovery call<\/a> when someone inquires.<\/li>\n\n\n\n<li><strong>Service selection<\/strong> &#8211; Take it a step further and automate a more robust <a class=\"wpil_keyword_link\" href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/sales-brochure\" target=\"_blank\" rel=\"noopener\" title=\"sales brochure\" data-wpil-keyword-link=\"linked\">sales brochure<\/a> that includes an intake questionnaire and service selection\u2014you may want to automate this right after you\u2019ve received their inquiry or wait until you\u2019ve completed a discovery call and have more information.<\/li>\n\n\n\n<li><strong>Booking<\/strong> &#8211; If you don\u2019t want to offer instant booking via a lead form, you can wait until you receive an inquiry, then automate an all-in-one booking file to send to your client.&nbsp;<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><a href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/app\/automations\"><img decoding=\"async\" width=\"768\" height=\"1024\" src=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/09\/Sales-process-768x1024.png\" alt=\"Example of an automated sales process in HoneyBook\" class=\"wp-image-90993\" srcset=\"https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/09\/Sales-process-768x1024.png 768w, https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/09\/Sales-process-225x300.png 225w, https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/09\/Sales-process-1152x1536.png 1152w, https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/09\/Sales-process.png 1500w\" sizes=\"(max-width: 768px) 100vw, 768px\" \/><\/a><figcaption class=\"wp-element-caption\">Example of an automated sales process in HoneyBook<\/figcaption><\/figure>\n\n\n\n<span id=\"client-experience\"><\/span>\n\n\n\n<h2 class=\"wp-block-heading\">Elevate your client experience for better, longer-lasting relationships<\/h2>\n\n\n\n<p>Put yourself in your client\u2019s shoes. If you\u2019re receiving inconsistent replies, waiting a long time to get a response, and not sure where your project stands, it can be really frustrating.&nbsp;<\/p>\n\n\n\n<p>Of course, everyone gets busy, but that\u2019s why automations can help you make sure no communications slip through the cracks. With some simple setup, you can ensure you\u2019re providing a standardized experience for every client.&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">How to use HoneyBook automations within your client communication:<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Thank you emails <\/strong>&#8211; Automate thank you emails when leads or inquiries reach out so you\u2019re the first business getting back to them.<\/li>\n\n\n\n<li><strong>Confirmations<\/strong> &#8211; Automate confirmation emails after actions like scheduling a call, booking, and paying an invoice. Use canned <a href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/confirmation-email-templates\">confirmation emails<\/a> to make setup easy!<\/li>\n\n\n\n<li><strong>Check-ins<\/strong> &#8211; Automate check-in emails throughout a project so you always provide status updates to your clients.&nbsp;<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><a href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/app\/automations\"><img loading=\"lazy\" decoding=\"async\" width=\"768\" height=\"1024\" src=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/09\/Communication-flow-768x1024.png\" alt=\"Example of a communication automation in HoneyBook\" class=\"wp-image-90995\" srcset=\"https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/09\/Communication-flow-768x1024.png 768w, https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/09\/Communication-flow-225x300.png 225w, https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/09\/Communication-flow-1152x1536.png 1152w, https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/09\/Communication-flow.png 1500w\" sizes=\"(max-width: 768px) 100vw, 768px\" \/><\/a><figcaption class=\"wp-element-caption\">Example of a communication automation in HoneyBook<\/figcaption><\/figure>\n\n\n\n<p>The beauty of HoneyBook automations is that they\u2019re customizable to your needs. You can build the workflows that make the most sense for individual inquiry forms or specific service offerings.&nbsp;<\/p>\n\n\n\n<p>Plus, you don\u2019t have to sacrifice personalization. You can always set your automations to approve before sending so you have your eyes on every communication that goes out\u2014you just save time without having to write them from scratch.&nbsp;<\/p>\n\n\n\n<span id=\"on-track\"><\/span>\n\n\n\n<h2 class=\"wp-block-heading\">Keep projects and clients on track&nbsp;<\/h2>\n\n\n\n<p>Just like emails can slip through the cracks, different project tasks can as well. You might be juggling multiple clients at the same time or working on long-term projects where it\u2019s easy to forget your own deadlines.&nbsp;<\/p>\n\n\n\n<p>This is where HoneyBook automations can help with project management. Within any automation, you can trigger a notification to remind you or a team member to complete an action at key milestones.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">How to use HoneyBook automations for task and project management:<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Due dates <\/strong>&#8211; When your contract is signed and your project officially kicks off, you can schedule reminders for due dates you\u2019ve promised your clients and ensure you never miss a deliverable.<\/li>\n\n\n\n<li><strong>Task reminders<\/strong> &#8211; Automate task reminders so you know when it\u2019s time to set up a call, check something off your to-do list, or reach out manually to your clients.<\/li>\n\n\n\n<li><strong>Onboarding<\/strong> &#8211; Automate your onboarding experience by sending a welcome packet as soon as your client signs and pays.<\/li>\n\n\n\n<li><strong>Offboarding<\/strong> &#8211; Automate your offboarding experience by sending a project closure file that includes a project summary, a request for testimonial, or details about your referral program (if relevant).<\/li>\n<\/ul>\n\n\n\n<div class=\"wp-block-ugb-container ugb-container cta-pro-tip ugb-d2e54ca ugb-container--v2 ugb-container--design-basic ugb-main-block\"><style>.ugb-d2e54ca-wrapper.ugb-container__wrapper{padding-top:0 !important;padding-bottom:0 !important}.ugb-d2e54ca-wrapper > .ugb-container__side{padding-top:35px !important;padding-bottom:35px !important}@media screen and (min-width:768px){.ugb-d2e54ca.ugb-container{padding-top:0px !important}}<\/style><div class=\"ugb-inner-block\"><div class=\"ugb-block-content\"><div class=\"ugb-container__wrapper ugb-d2e54ca-wrapper\"><div class=\"ugb-container__side\"><div class=\"ugb-container__content-wrapper ugb-d2e54ca-content-wrapper\">\n<div class=\"wp-block-ugb-columns ugb-columns ugb-9f07459 ugb-columns--design-plain ugb-columns--columns-2 ugb-main-block\"><style>.ugb-9f07459 > .ugb-inner-block > .ugb-block-content > .ugb-columns__item{grid-template-columns:0.20fr 1.80fr !important}<\/style><div class=\"ugb-inner-block\"><div class=\"ugb-block-content\"><div class=\"ugb-columns__item ugb-9f07459-content-wrapper\">\n<div class=\"wp-block-ugb-column ugb-column ugb-89b733a ugb-column--design-plain ugb-main-block\"><div class=\"ugb-inner-block\"><div class=\"ugb-block-content\"><div class=\"ugb-column__item ugb-89b733a-column-wrapper\"><div class=\"ugb-column__content-wrapper\">\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/03\/asset-4.svg\" alt=\"\" class=\"wp-image-83436\"\/><\/figure>\n<\/div><\/div><\/div><\/div><\/div>\n\n\n\n<div class=\"wp-block-ugb-column ugb-column ugb-2026351 ugb-column--design-plain ugb-main-block\"><div class=\"ugb-inner-block\"><div class=\"ugb-block-content\"><div class=\"ugb-column__item ugb-2026351-column-wrapper\"><div class=\"ugb-column__content-wrapper\">\n<h4 class=\"wp-block-heading\"><strong>Pro tip<\/strong> <\/h4>\n\n\n\n<p>If you\u2019re working with team members, you can <a href=\"https:\/\/help.honeybook.com\/en\/articles\/2638291-understanding-and-using-the-tasks-tool\">manually assign tasks<\/a> over to another team member at any time.<\/p>\n<\/div><\/div><\/div><\/div><\/div>\n<\/div><\/div><\/div><\/div>\n<\/div><\/div><\/div><\/div><\/div><\/div>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><a href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/app\/automations\"><img loading=\"lazy\" decoding=\"async\" width=\"768\" height=\"1024\" src=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/09\/Onboarding-and-task-management-768x1024.png\" alt=\"Example of onboarding and task management in HoneyBook\" class=\"wp-image-90994\" srcset=\"https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/09\/Onboarding-and-task-management-768x1024.png 768w, https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/09\/Onboarding-and-task-management-225x300.png 225w, https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/09\/Onboarding-and-task-management-1152x1536.png 1152w, https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/09\/Onboarding-and-task-management.png 1500w\" sizes=\"(max-width: 768px) 100vw, 768px\" \/><\/a><figcaption class=\"wp-element-caption\">Example of onboarding and task management in HoneyBook<\/figcaption><\/figure>\n\n\n\n<span id=\"FAQ\"><\/span>\n\n\n\n<h2 class=\"wp-block-heading\">HoneyBook automations FAQ<\/h2>\n\n\n\n<p>Still curious how it all works? We\u2019ve answered some of your most common questions.&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">How do I get started with HoneyBook automations?<\/h3>\n\n\n\n<p>To make the setup process as simple as possible, consider using <a href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/workflow-mapping\">workflow mapping<\/a> to understand the different steps you already use. There\u2019s no limit to the number of steps you can add in an automation, so it\u2019s easy to translate your process into the builder.&nbsp;<\/p>\n\n\n\n<p>Once you know which steps you want to automate, set up the HoneyBook file templates and email templates that you know you\u2019ll need in your automations, like your thank you emails, invoices, contracts, welcome packets, and more.&nbsp;<\/p>\n\n\n\n<p>To trigger your automations to start, you can either <a href=\"https:\/\/help.honeybook.com\/en\/articles\/8204056-connecting-lead-forms-and-automations\">activate them via a lead form<\/a> or <a href=\"https:\/\/help.honeybook.com\/en\/articles\/5473490-activating-an-automation-via-contact-form-submission\">contact form<\/a>, or <a href=\"https:\/\/help.honeybook.com\/en\/articles\/5473492-activating-an-automation-manually-in-a-project\">manually apply them to a project<\/a>. By activating through a lead form or contact form, you can start from the moment you receive an inquiry.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">What triggers are available in HoneyBook automations?<\/h3>\n\n\n\n<p>In HoneyBook, you can use these <a href=\"https:\/\/help.honeybook.com\/en\/articles\/4239073-understanding-automation-actions-triggers#h_57d7bfd8cf\">triggers<\/a> and any timeline of minutes, hours, days, and weeks to set up your automation:&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>After automation is activated (Someone inquires through a lead form or contact connected to the automation, or the automation is manually applied to the project.)<\/li>\n\n\n\n<li>After project date<\/li>\n\n\n\n<li>After project end date<\/li>\n\n\n\n<li>After project is completed<\/li>\n\n\n\n<li>After contract is signed<\/li>\n\n\n\n<li>After questionnaire is completed<\/li>\n\n\n\n<li>After smart file is completed<\/li>\n\n\n\n<li>After all signatures are signed<\/li>\n\n\n\n<li>After first payment<\/li>\n\n\n\n<li>After invoice paid in full<\/li>\n\n\n\n<li>After session is scheduled<\/li>\n\n\n\n<li>After sessions starts<\/li>\n\n\n\n<li>After sessions ends<\/li>\n\n\n\n<li>Before project date<\/li>\n\n\n\n<li>Before project end date&nbsp;<\/li>\n\n\n\n<li>Before session starts<\/li>\n\n\n\n<li>Before session ends<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Can you segment your automations for different types of leads and clients?<\/h3>\n\n\n\n<p>Yes, you can use HoneyBook automations to create a sequence of actions with your specific types of leads and clients.&nbsp;<\/p>\n\n\n\n<p>With leads who inquire through your contact form, just be sure you ask your clients what type of service or project they\u2019re interested in. If you include this question, you can create an automation associated with each project type you offer. Then when that project type is selected, it\u2019ll trigger the unique automation you\u2019ve built.&nbsp;<\/p>\n\n\n\n<p>With lead forms, you can segment by each form and create a unique automation for each one. For instance, you may have a lead form you link to your social profiles that has a specific automation, vs. a lead form you link from your website.&nbsp;<\/p>\n\n\n\n<p>You can also build automations specific to the clients you\u2019re already working with. Just <a href=\"https:\/\/help.honeybook.com\/en\/articles\/2209041-automations-set-up-guide\">build the automation you need<\/a>, then apply it to that project.&nbsp;<\/p>\n\n\n\n<span id=\"get-started\"><\/span>\n\n\n\n<h2 class=\"wp-block-heading\">Start automating key steps in your clientflow<\/h2>\n\n\n\n<p>Ready to save time and improve your client experience? Get started with HoneyBook automations and translate your workflows into a streamlined process that takes work off of your plate.&nbsp;<\/p>\n\n\n\t\t<div data-elementor-type=\"section\" data-elementor-id=\"87865\" class=\"elementor elementor-87865\" data-elementor-post-type=\"elementor_library\">\n\t\t\t<div class=\"elementor-element elementor-element-2237b60 e-con-full cta_click e-flex e-con e-parent\" data-id=\"2237b60\" data-element_type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;,&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t<div class=\"elementor-element elementor-element-a763669 e-con-full e-flex e-con e-child\" data-id=\"a763669\" data-element_type=\"container\" data-settings=\"{&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-acab07b elementor-widget elementor-widget-image\" data-id=\"acab07b\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"403\" height=\"646\" src=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/07\/cta-1-img.png\" class=\"attachment-medium_large size-medium_large wp-image-87866\" alt=\"\" srcset=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/07\/cta-1-img.png 403w, https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/07\/cta-1-img-187x300.png 187w\" sizes=\"(max-width: 403px) 100vw, 403px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-711ec11 e-con-full e-flex e-con e-child\" data-id=\"711ec11\" data-element_type=\"container\" data-settings=\"{&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-1504169 elementor-widget elementor-widget-heading\" data-id=\"1504169\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<span class=\"elementor-heading-title elementor-size-default\">More time for fun<\/span>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-9ea6184 elementor-widget elementor-widget-text-editor\" data-id=\"9ea6184\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">Automate your repetitive tasks and admin work with HoneyBook automations.<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-6939b6e elementor-widget elementor-widget-button\" data-id=\"6939b6e\" data-element_type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/signup\" target=\"_blank\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Get started<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\n","protected":false},"excerpt":{"rendered":"<p>Get started with HoneyBook automations to take repetitive work off of your plate and create scalable processes throughout your clientflow.&nbsp; One of the biggest benefits of using HoneyBook is that you can manage all of your business processes in one place. That includes capturing and managing leads, selling your services, booking clients, communicating, and more.&nbsp; [&hellip;]<\/p>\n","protected":false},"author":213,"featured_media":90988,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[454,545],"tags":[341,475,74,336],"class_list":["post-90986","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-honeybook-how-tos","category-mobile-app","tag-automation","tag-business-processes","tag-honeybook","tag-workflow"],"acf":[],"featured_image_urls_v2":{"full":["https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/09\/honeybook-automations.jpg",2000,1548,false],"thumbnail":["https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/09\/honeybook-automations-150x150.jpg",150,150,true],"medium":["https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/09\/honeybook-automations-300x232.jpg",300,232,true],"medium_large":["https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/09\/honeybook-automations-768x594.jpg",768,594,true],"large":["https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/09\/honeybook-automations-1024x793.jpg",1024,793,true],"1536x1536":["https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/09\/honeybook-automations-1536x1189.jpg",1536,1189,true],"2048x2048":["https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/09\/honeybook-automations.jpg",2000,1548,false]},"post_excerpt_stackable_v2":"<p>Get started with HoneyBook automations to take repetitive work off of your plate and create scalable processes throughout your clientflow.&nbsp; One of the biggest benefits of using HoneyBook is that you can manage all of your business processes in one place. That includes capturing and managing leads, selling your services, booking clients, communicating, and more.&nbsp; HoneyBook offers features to manage each step of your clientflow. Even better? The platform also has automations that enable you to tie each step in your process together to save time.\u00a0 With HoneyBook automations, you can reduce your workload, stay organized, and work more efficiently&hellip;<\/p>\n","category_list_v2":"<a href=\"https:\/\/hbb.dev.reliablepenguin.com\/blog\/category\/honeybook-how-tos\" rel=\"category tag\">HoneyBook how to's<\/a>, <a href=\"https:\/\/hbb.dev.reliablepenguin.com\/blog\/category\/mobile-app\" rel=\"category tag\">Mobile App<\/a>","author_info_v2":{"name":"HoneyBook","url":"https:\/\/hbb.dev.reliablepenguin.com\/blog\/author\/honeybook"},"comments_num_v2":"0 comments","yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How to Use HoneyBook Automations<\/title>\n<meta name=\"description\" content=\"Learn how to use HoneyBook automations to save time and present a more consistent client experience with less work.\" \/>\n<meta name=\"robots\" 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