HoneyBook?

NOT REALLYA prototype of the interface is possible, but the durable product depends on difficult systems beyond the UI. Build a safer adjacent workflow instead.

BUILD FIRST

A non-sensitive or read-only version of the core experience
A manual review step wherever correctness or trust matters
A narrow companion tool that removes a real piece of work

LEAVE FOR LATER

Regulated decisions, payments, or irreversible actions
Claims of correctness, compliance, or uptime that the MVP cannot support
Sensitive integrations until security, support, and auditability are ready

RESEARCH NOTES

What this tool actually does.

Checked 2026-09-06

HoneyBook is an AI-powered client relationship and business management platform for freelancers, independent professionals, and creative service businesses. It centralizes client inquiries, CRM, task requests, proposals, contracts, invoices, payments, and client communication in one workflow-oriented system. Core capabilities include online invoicing with flexible payment terms (deposits, recurring, milestones, tips/add-ons), payment processing via card, bank transfer, Apple Pay, and Google Pay, automated payment reminders, a client portal, calendar/scheduling, professional templates, and automation for follow-ups, onboarding, and task reminders. It also provides basic reports, live lead forms, a mobile app, and HoneyBook AI features. HoneyBook markets itself as an all-in-one clientflow platform used by event planners, photographers, designers, and other service businesses to replace dis

SOURCES

RESEARCHED BUILD PROMPT

Give this to your coding agent.

Build a focused replacement for HoneyBook's core clientflow workflow, targeting independent service businesses (e.g., photographers, event planners, designers). The workflow: a freelancer captures a lead, converts it into a project, sends a proposal and e-signable contract, then creates invoices and collects payments, with client communication and tasks attached to each project. Requirements: a dashboard with a project pipeline; contact/CRM records; proposal and contract builders with reusable template fields; in-app e-signature capture; invoice generation supporting deposits, milestones, recurring billing, and automatic payment reminders; payment processing via Stripe (test mode mandatory); a client portal where clients view proposals, sign contracts, pay invoices, and send messages; automation rules for follow-ups and onboarding; an activity timeline per project; and basic revenue/outstanding reports. Technical: Next.js/React frontend, Node/Express or Supabase backend, PostgreSQL, Stripe API, a self-built in-app signing flow (not a third-party legally binding service), and a cron/scheduler for reminders and invoice scheduling. Do not copy HoneyBook's brand, logo, or exact UI; create original styling and naming. Out of scope: native mobile apps, tax or accounting reports, lead-source attribution, team roles/permissions beyond owner and staff, calendar booking, and any AI assistant features. Deliver a README with setup steps, Stripe webhook configuration, environment variables, and explicit limitations (single-tenant, no production payment security review, signatures are in-app but not legally binding, and no PCI compliance in demo mode).

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