HoneyBook

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.

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 can help with setup, and you can also complete some onboarding steps on mobile, including connecting Gmail

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

- 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 can help with setup, and you can also complete some onboarding steps on mobile, including connecting Gmail
- 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.

<a href="https://www.honeybook.com/signup" rel="nofollow noopener noreferrer" target="_blank">Start your free trial</a>

<a href="https://help.honeybook.com/en/articles/10753575-choose-the-best-honeybook-plan-for-your-business">Choose the right HoneyBook plan for your business</a> ​

- <a href="https://www.honeybook.com/signup" rel="nofollow noopener noreferrer" target="_blank">Start your free trial</a>
- <a href="https://help.honeybook.com/en/articles/10753575-choose-the-best-honeybook-plan-for-your-business">Choose the right HoneyBook plan for your business</a> ​

<a href="https://help.honeybook.com/en/articles/9242203-add-your-contacts-leads-and-existing-clients-to-honeybook">Import your client information</a>

<a href="https://help.honeybook.com/en/articles/5628882-get-help-importing-your-business-documents-into-honeybook">Import your existing contracts, questionnaires, and more</a>

Connect your <a href="https://help.honeybook.com/en/articles/2308785-connect-your-email-address-to-your-honeybook-account">email</a> and <a href="https://help.honeybook.com/en/articles/2209101-sync-your-personal-calendar-with-honeybook">calendar</a>

<a href="https://help.honeybook.com/en/articles/2209114-add-a-team-member-to-your-honeybook-account">Add your team or employees</a>

- <a href="https://help.honeybook.com/en/articles/9242203-add-your-contacts-leads-and-existing-clients-to-honeybook">Import your client information</a>
- <a href="https://help.honeybook.com/en/articles/5628882-get-help-importing-your-business-documents-into-honeybook">Import your existing contracts, questionnaires, and more</a>
- Connect your <a href="https://help.honeybook.com/en/articles/2308785-connect-your-email-address-to-your-honeybook-account">email</a> and <a href="https://help.honeybook.com/en/articles/2209101-sync-your-personal-calendar-with-honeybook">calendar</a>
- <a href="https://help.honeybook.com/en/articles/2209114-add-a-team-member-to-your-honeybook-account">Add your team or employees</a>

Review the <a href="https://help.honeybook.com/en/articles/2641806-honeybook-beginner-s-glossary-terms-you-should-know">Beginner’s Glossary</a>

Read up on <a href="https://help.honeybook.com/en/articles/9055367-8-steps-to-get-set-up-for-crm-success">8 steps to take for CRM success</a>

- Review the <a href="https://help.honeybook.com/en/articles/2641806-honeybook-beginner-s-glossary-terms-you-should-know">Beginner’s Glossary</a>
- Read up on <a href="https://help.honeybook.com/en/articles/9055367-8-steps-to-get-set-up-for-crm-success">8 steps to take for CRM success</a>

<a href="https://help.honeybook.com/en/articles/7934304-automatically-import-your-company-branding">Add your company logo and brand imagery</a>

<a href="https://help.honeybook.com/en/articles/11072609-honeybook-integrations-connect-with-popular-small-business-tools">Set up integrations</a>

<a href="https://help.honeybook.com/en/articles/2463528-how-to-customize-your-pipeline">Set up and customize your pipeline</a> ​

- <a href="https://help.honeybook.com/en/articles/7934304-automatically-import-your-company-branding">Add your company logo and brand imagery</a>
- <a href="https://help.honeybook.com/en/articles/11072609-honeybook-integrations-connect-with-popular-small-business-tools">Set up integrations</a>
- <a href="https://help.honeybook.com/en/articles/2463528-how-to-customize-your-pipeline">Set up and customize your pipeline</a> ​

Learn about <a href="https://help.honeybook.com/en/articles/5189729-add-customize-and-share-invoices-in-honeybook">invoicing</a> and <a href="https://help.honeybook.com/en/articles/9509257-beginner-s-guide-to-creating-contracts">contracts</a>

<a href="https://help.honeybook.com/en/articles/6613606-start-automating-your-booking-process-in-honeybook">Start automating your booking process</a> ​

- Learn about <a href="https://help.honeybook.com/en/articles/5189729-add-customize-and-share-invoices-in-honeybook">invoicing</a> and <a href="https://help.honeybook.com/en/articles/9509257-beginner-s-guide-to-creating-contracts">contracts</a>
- <a href="https://help.honeybook.com/en/articles/6613606-start-automating-your-booking-process-in-honeybook">Start automating your booking process</a> ​

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

Getting started checklist

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

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Getting started checklist

Set up your account

Migrate your business to HoneyBook

Learn how HoneyBook works

Personalize your account

Start managing client relationships