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Create your first project

Learn the basics of creating your very first project in HoneyBook

Updated today

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."

How to create your first project

  1. From your home page, select + NEW in your top navigation menu > select Project

  2. Enter the project's details

    • You can skip any fields you aren't sure about, and can always update them later

  3. Select Create Project

  4. 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

    • The participants you add will receive all of the project's files and messages

  5. Select Add

Your project is now active! From here, create and send files, email your client, invite team members to collaborate, and more.