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Getting started checklist

Just joined HoneyBook? This checklist walks you through the essential setup steps to get started smoothly.

Updated yesterday

We made this checklist for you to use when setting up your business with HoneyBook. Each step will help you optimize and enhance your HoneyBook experience.

📚 Tip

Our live class, How to set up your business, will cover the key company settings, templates, and tools you need to confidently send your first booking file.

You’ll need a few things to get started:

  • 1 - 2 hours to get your account set up just the way you want it

  • An email address that you use for your business

  • A desktop computer or laptop (we recommend setting up your account on the web, not through our mobile app)

  • If you already have business software that you use, gather your docs, branding, and anything else you want to migrate to HoneyBook.

Now, you’re ready to start! Let’s go.

Set up your account

Migrate your business to HoneyBook

Learn how HoneyBook works

Personalize your account

Start managing client relationships

🧩 Save time with automation
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Stop doing the busywork—let HoneyBook handle it for you. Learn how automations and AI can take repetitive tasks off your plate so you can focus on what you love: working with clients.