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:
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.
6. Click Add.
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!