Average Ratings 16 Ratings

Total
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Average Ratings 0 Ratings

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Description

HoneyBook makes it easy for independent business owners to communicate with customers and clients, manage projects, and get paid—all in one place. With the help from our business management software, you can automate your busy work and stay on top of all your to-dos, saving time and money so you can grow your business. Its like your own personal assistant. With their proposals, invoices, contracts, payments, and scheduling at your fingertips, HoneyBook gives you everything you need to give clients an unforgettable experience.

Description

Merba offers a sophisticated client management solution tailored for independent service providers, integrating booking systems, client and service records, quotes, invoices, payments, follow-ups, and relevant local market insights into a single system controlled by the owner. The platform employs Guardian Intelligence to analyze this data, providing insights into changes, their significance, anticipated value and effort, as well as recommended actions for the owner to consider. Unlike traditional models, Merba utilizes clear CAD subscription fees and does not impose standard booking commissions. Furthermore, businesses have the flexibility to include e-transfer details on their invoices or leverage their own connected Stripe account for processing card payments, enhancing their financial operations. This comprehensive approach empowers service providers to streamline their processes and improve client interactions effectively.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

No images available

Integrations

AWeber Yes 
AppointmentCore Yes 
Calendly Yes 
CoSchedule Yes 
Drip Yes 
Google Contacts Yes 
Google Drive Yes 
Great Question Yes 
HubSpot CRM Yes 
Mailchimp Yes 
Microsoft 365 Yes 
Process Street Yes 
Square Payroll Yes 
TeamOhana Yes 
Thryv Yes 
Trello Yes 
WordPress Yes 
Wufoo Yes 
Xero Yes 
Zapier Yes 

Integrations

AWeber No 
AppointmentCore No 
Calendly No 
CoSchedule No 
Drip No 
Google Contacts No 
Google Drive No 
Great Question No 
HubSpot CRM No 
Mailchimp No 
Microsoft 365 No 
Process Street No 
Square Payroll No 
TeamOhana No 
Thryv No 
Trello No 
WordPress No 
Wufoo No 
Xero No 
Zapier No 

Pricing Details

$19 monthly ($16 annually)
Try our Starter plan for $19/mo, or $16/yr.

Features included in starter plan:

Unlimited clients and projects
Invoices and payments
Proposals and contracts
Calendar
All professional templates
Client portal
Basic reports
Free Trial Yes 
Free Version No 

Pricing Details

Free; paid from $15/mo CAD
Free Trial No 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

HoneyBook

Founded

2013

Country

United States

Website

www.honeybook.com

Vendor Details

Company Name

Merba Corp.

Country

Canada

Website

merba.app

Product Features

Appointment Scheduling

Appointment Reminders Yes 
Automated Scheduling Yes 
Calendar Sync Yes 
Client Database No 
Group Scheduling No 
Mobile Access No 
Multi-Location No 
Online Booking Yes 
Online Payments Yes 
Recurring Appointments Yes 
Room Booking Management No 

Billing and Invoicing

Billing Portal Yes 
Contact Database Yes 
Contingency Billing No 
Customer Portal Yes 
Customizable Invoices Yes 
Dunning Management No 
Hourly Billing Yes 
Invoice History Yes 
Mobile Payments Yes 
Multi-Currency No 
Online Invoicing Yes 
Online Payments Yes 
Payment Processing Yes 
Project Billing Yes 
Recurring/Subscription Billing Yes 
Service Ticket Billing No 
Tax Calculator Yes 

Bookkeeping

Accounts Payable No 
Accounts Receivable No 
Bank Reconciliation No 
Billing & Invoicing Yes 
Cash Management No 
Collections No 
Expense Tracking Yes 
Fixed Asset Management Yes 
General Ledger No 
Payroll No 
Revenue Recognition Yes 
Spend Management No 
Tax Management No 

Business Management

Billing & Invoicing Yes 
CRM Yes 
Employee Management No 
Financial Management No 
Inventory Management No 
Marketing Management No 
Order Management No 
Point of Sale (POS) No 
Project Management No 
Purchasing No 
Scheduling No 
Time & Expense Tracking No 
Training Management No 
Vendor Management No 

Business Process Management

Access Controls / Permissions No 
Alerts / Notifications No 
Business Process Automation No 
Business Rules Management No 
Collaboration No 
Process Change Tracking No 
Process Mapping No 
Process Modeling & Design No 
Visual Workflow Management No 

Coaching

Appointment Scheduling No 
Billing & Invoicing No 
Business Coaching No 
Client Management No 
Goal Setting / Tracking No 
Life Coaching No 
Mentor/Coach Matching No 
Program Management No 
Progress Tracking No 
Sport Coaching No 

Contract Management

Buy Side (Suppliers) No 
Completion Tracking Yes 
Compliance Tracking No 
Contract Lifecycle Management No 
Electronic Signature Yes 
Full Text Search No 
Government Contracts No 
Pre-built Templates Yes 
Sell Side (Customers) No 
Specialty Contracts No 
Version Control Yes 
Workflow Management Yes 

CRM

Calendar/Reminder System Yes 
Call Logging No 
Document Storage No 
Email Marketing Yes 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals Yes 
Segmentation No 
Social Media Integration Yes 
Task Management Yes 
Territory Management No 

Customer Experience

Action Management No 
Analytics No 
Customer Segmentation No 
Dashboard No 
Feedback Management No 
Knowledge Management No 
Multi-Channel Collection No 
Sentiment Analysis No 
Survey Management No 
Text Analysis No 
Trend Analysis No 

Customer Satisfaction

360 Degree Feedback No 
Analytics No 
Call Reporting No 
Complaint Monitoring No 
Feedback Collection No 
Survey Management No 

Event Booking

Attendee Management No 
Confirmation/Reminders No 
Discount/Coupon Management No 
Event Calendar No 
Marketing Management No 
Online Payments No 
Online Registration No 
Social Media Promotion No 
Wait List Management No 
Website Management No 

Event Management

Attendee Management No 
Badge Management No 
Conferences / Conventions No 
Exhibit / Vendor Management No 
Gamification No 
Room Block Management No 
Social Media Promotion No 
Sponsorship Management No 
Surveys & Feedback No 
Ticketing No 
Volunteer Management No 
Weddings / Parties No 

Florist

Automated Card Printing No 
Customer Account Profiles Yes 
Delivery Tracking No 
Order Management Yes 
Production Tracking No 
Stem Counting No 

Payment Processing

ACH Check Transactions Yes 
Bitcoin Compatible No 
Debit Card Support Yes 
Gift Card Management No 
Mobile Payments Yes 
Online Payments Yes 
POS Transactions No 
Receipt Printing Yes 
Recurring Billing Yes 
Signature Capture Yes 

Personal Trainer

Appointment Scheduling No 
Assessments No 
Attendance Tracking No 
Billing & Invoicing No 
Certification Tracking No 
Client Management No 
Commission Management No 
Exercise Library No 
Fitness Assessments No 
Fitness Plan No 
Nutrition Program No 
Online Store No 
Payment Processing No 
Wellness Plans No 
eCommerce No 

Photography Studio

Appointment Scheduling Yes 
Billing & Invoicing Yes 
Client Management No 
Contract Management No 
Event Management No 
Marketing Management No 
Order Management No 
Project Management No 
Proposal Management No 

Project Management

Agile Methodologies No 
Budget Management No 
Client Portal Yes 
Collaboration Tools Yes 
Cost-to-Completion Tracking No 
Customizable Templates Yes 
Gantt Charts No 
Idea Management No 
Kanban Board No 
Milestone Tracking No 
Portfolio Management No 
Resource Management No 
Time & Expense Tracking Yes 
Traditional Methodologies No 

Proposal Management

Automatic Formatting No 
Calendar Management Yes 
Collaboration Yes 
Contact Management Yes 
Content Repository Yes 
Document Management Yes 
Electronic Signature Yes 
Knowledge Library No 
Pipeline Management Yes 
RFP Management No 
Requirements Management No 
Revision Management No 
Task Management No 
Templates Yes 
Version Control Yes 

Scheduling

Alerts/Notifications No 
Appointment Scheduling No 
Automated Scheduling No 
Calendar Management Yes 
Class Scheduling No 
Employee Scheduling No 
Facility Scheduling No 
Group Scheduling No 
Interview Scheduling No 
Meeting Room Booking No 
Multi-Location No 
Online Scheduling No 
Payment Processing No 
Real-time Scheduling No 
Reservations No 
Resource Scheduling No 
Room Booking Management Yes 

Tutoring

Appointment Scheduling No 
Attendance Tracking No 
Automatic Grading No 
Billing & Invoicing No 
Client Management No 
Electronic Assignments & Tests No 
Employee Management No 
Learning Plans No 
Lesson Notes No 
Online Classes No 
Online Payments No 
Parent / Student Portal No 
Progress Reports No 

Venue Management

Attendee Management No 
Billing & Invoicing Yes 
Contract Management Yes 
Customer Management Yes 
Event Management Yes 
Food & Beverage Management No 
Multi-Facility Yes 
Reservations Management Yes 
Resource Booking No 
Sales Management Yes 
Staff Management No 

Workflow Management

Access Controls/Permissions Yes 
Approval Process Control Yes 
Business Process Automation Yes 
Calendar Management Yes 
Compliance Tracking No 
Configurable Workflow Yes 
Customizable Dashboard Yes 
Document Management Yes 
Forms Management Yes 
Graphical Workflow Editor No 
Mobile Access Yes 
No-Code No 
Task Management Yes 
Third Party Integrations Yes 
Workflow Configuration Yes 

Yoga Studio

Class Scheduling No 
Facility Scheduling No 
Inventory Management No 
Member Management No 
Online Payments No 
Staff Management No 

Product Features

Appointment Scheduling

Appointment Reminders No 
Automated Scheduling No 
Calendar Sync No 
Client Database No 
Group Scheduling No 
Mobile Access No 
Multi-Location No 
Online Booking No 
Online Payments No 
Recurring Appointments No 
Room Booking Management No 

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