Much like your business, HoneyBook runs on projects—they're the foundation on which we build our castle of awesome features. Within a project, you can create and send files, email your client directly, track your time and tasks, and more. And when business is booming, you're going to need to add a whole lot of them.
To create a new project:
Before you get started:
You can (and should!) customize your project types, lead sources, and other project details fields to make sure they fit your brand.
1. From your HoneyBook home page, hover over the + New button in the top right corner of the screen.
2. Select New Project from the menu.
3. Enter your project details: name, type, date, lead source, time zone, etc. Don't worry if you don't know them all yet, or if they change later!
4. Click Create Project.
5. Add a participant to the project: you'll be prompted to either create a new client or select an existing one. If creating a new client, enter their name, email address, and any other details.
📚 Tip
Participants are the contacts who will receive all files and other communication sent within the project.
6. Click Add.
Your project is now active! You can now create and send files, email your client, invite team members to collaborate, and more.
Want to learn more?
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!