360Onboard
vs HoneyBook
Both platforms collect client information, sign agreements, and handle payments. Compare the rest of the relationship: getting account access, reviewing deliverables, and managing the work after booking.
The features,
side by side.
Capabilities across available plans. Open any row’s details for the scope and source.
| Your agency needs |  | HoneyBook |
|---|---|---|
| Questionnaires & intake | 360OnboardGuided questionnairesHow it worksCollect client answers in a flow alongside the other steps your agency needs. Explore this feature | HoneyBookSmart-file questionsDetails & sourceCollect answers in smart files alongside booking documents. Read HoneyBook’s documentation |
| Agreements & e-signatures | 360OnboardE-signature stepsHow it worksAdd an agreement to the onboarding flow and collect the client’s signature. Explore this feature | HoneyBookContracts & signatures |
| Client file uploads | 360OnboardFlows & client filesHow it worksRequest files during onboarding and keep shared deliverables in the client portal. Explore this feature | HoneyBookUpload blocksDetails & sourceRequest files through smart files and lead forms; file-type and size limits apply. Read HoneyBook’s documentation |
| Sell packaged services | 360OnboardOne-time & recurringHow it worksPublish service offers to selected clients or all clients. Connect the purchase to an invoice and a delivery template or playbook. Explore this feature | HoneyBookService selection |
| Platform-access requests | 360OnboardGoogle, Meta & moreHow it worksUse Google account connections and guided sharing steps for Meta, websites, storefronts, and other supported platforms. Availability and approval steps vary by provider. Explore this feature | HoneyBook—Not documentedDetails & sourceThe smart-file guide does not establish a provider-specific account-access catalog comparable to Google and guided Meta requests. Read HoneyBook’s documentation |
| Client portal | 360OnboardBranded for each clientHow it worksShare the client’s projects, files, conversations, services, and invoices in a branded portal. Portal availability and capacity depend on your plan. Explore this feature | HoneyBookClient portalDetails & sourceGive clients access to shared project information and files. Read HoneyBook’s documentation |
| Projects & tasks | 360OnboardTasks & milestonesHow it worksAssign work to your team or clients, organize projects, and request milestone approval. Explore this feature | HoneyBookProjects & tasksDetails & sourceManage projects and tasks; check the team and automation limits of your plan. Read HoneyBook’s documentation |
| Creative file reviews | 360OnboardImages, PDFs & videoHow it worksCollect annotations on supported images and PDFs, and timestamped feedback on video or audio. Keep comments with their original version. Explore this feature | HoneyBook—Not documentedDetails & sourceSmart files cover booking documents. They do not establish image, PDF, and timestamped video annotation. Read HoneyBook’s documentation |
| Website annotation | 360OnboardComments on the pageHow it worksPlace feedback on supported website review surfaces. Some websites block embedding or require a separate sign-in. Explore this feature | HoneyBook—Not documentedDetails & sourceA native website-annotation workflow was not established in the reviewed smart-file documentation. Read HoneyBook’s documentation |
| Invoices & payments | 360OnboardInside the client portalHow it worksCreate invoices, offer connected payment options, and record external payments with the client relationship. Explore this feature | HoneyBookInvoices & paymentsDetails & sourceInvoice clients and collect payments through HoneyBook. Read HoneyBook’s documentation |
| Recurring client billing | 360OnboardSubscriptions & invoicesHow it worksSell recurring services with supported auto-charge or auto-issue billing. Payment-provider setup and fees still apply. Explore this feature | HoneyBookRecurring invoicesDetails & sourceRecurring invoices can follow a chosen schedule and use the client’s service selections. Read HoneyBook’s documentation |
| External AI assistants · MCP | 360OnboardAcross the client workflowHow it worksConnect a compatible assistant to supported onboarding, response, task, message, file-review, meeting-note, service, and invoice actions. Tools follow account permissions. Explore this feature | HoneyBookHoneyBook connectorDetails & sourceLook up business information and perform supported changes, including projects and clients. Tool coverage has limits. Read HoneyBook’s documentation |
Documented capability↔ Different approach— Not established in the reviewed docs
“Not documented” does not mean unavailable. Confirm plan limits and any connected tools you need. Official sources reviewed October 15, 2026.
Bring the whole
client workflow together.
Choose 360Onboard when your agency needs onboarding, platform access, creative reviews, services, and billing around the same client.
See the complete workflowHoneyBook brings lead-to-booking work together through smart files, scheduling, contracts, and payments.
Explore HoneyBookTry the same client in both.
Sell a service, collect the client’s account access, review a campaign video, and prepare a follow-up through your AI assistant.
Create the request, assign the task, review the file, and check what your AI assistant can actually do.
Find the next request, submit feedback, and locate the service and invoice.
Check team seats, portals, response limits, AI usage, and any extra tools or processing fees.
A few useful distinctions.
Do both products support external AI assistants?+
Yes. HoneyBook has an MCP connector too. Compare the actual actions you want an assistant to take, especially messages, reviews, service offers, and billing.
What should I compare beyond the booking process?+
Try the work after the contract: request the client’s accounts, collect a revision, approve a milestone, and manage the next invoice. That is where your agency’s day-to-day needs become clear.
Can we move our existing client work over?+
Start with a sample client and map your agreements, files, active tasks, and billing. Confirm the setup or import needed before moving live work, and keep your existing records.
Considering another platform?
Compare the same features across the other tools on your shortlist.
