Projects are the building blocks that support HoneyBook's range of features. Within a project, you can create and send files, communicate with clients by email, track your time and tasks, and perform even more functions. For example, a project could be called "Betsy's Wedding."
From your home page, select + NEW in your top navigation menu > select Project
Enter the project's details
Project name and date are required
You can skip any other fields you aren't sure about, and can always update them later
Select Create Project
Add a participant to the project, either by selecting an existing one or creating a new one
If you create a new one, enter the client's details
Select Add
Your project is now active! From here, you can now:
Invite team members to collaborate
And more
๐ Tip
Once you've created your project, learn how to navigate it here.
Still have questions? Feel free to send us a message by clicking the Question Mark icon on any HoneyBook page. Our team is always happy to help!