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
Review the Beginner’s Glossary
Check out the HoneyBook Academy for classes that may interest you
Read up on 8 steps to take for CRM success
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.