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Effortless Client Onboarding

Effortless Client Onboarding

Regular price $18.75 USD
Regular price $25.00 USD Sale price $18.75 USD
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This course will be released May 1, 2024. Pre-order now to save 20%!

In this course, you will learn how to onboard your clients with ease!

You’ll discover how to…

  • Send invoices and accept payments online (HoneyBook)
  • Send and sign contracts (HoneyBook)
  • Create a calendar so clients and other contacts can book appointments with you (HoneyBook)
  • Create questionnaires to send to clients (HoneyBook and Google Forms)
  • Manage and share files with your clients (Google Drive)
* If you already have a method to receive payments and send contracts that is not through HoneyBook, this course may not be for you.

What's Included

3 course modules (hosted in a MemberVault portal) with video lessons and walkthroughs, text lessons, and workbooks and guides.

Module 1: The Foundation of Client Onboarding

  • Lesson A: Overview of the Onboarding Process

Module 2: Setting Up HoneyBook

  • Lesson A: Account Setup and Settings
  • Lesson B: Your Calendar

Module 3: Create the Automation

  • Lesson A: Outline the Process
  • Lesson B: Create the Automation

Refund Policy

We’re confident that the courses you purchase will be exactly what you expect but in case you aren’t satisfied for any reason, we will refund your purchase within 7 days.


If you have trouble accessing the course materials, email us at

This is a do-it-yourself course. If you need one-on-one support, you can book a private call with us. Email us at

View full details
  • Prerequisites

    None! You don't need any tech set up before implementing what you learn in this course.

  • Tech Tools We Teach

    • HoneyBook
    • Google Forms
    • Google Drive

    You are welcome to attempt to use any equivalent tools to implement what we teach. We don't guarantee it will work exactly the way it would if you used the tools listed above.