Projects are the building blocks that support HoneyBook's range of features. Within a project, you can create and send files, communicate with clients by email, track your time and tasks, and perform even more functions. As your business grows, you'll have the ability to add a large number of projects to accommodate your thriving success.
Before you begin
Consider customizing your project types, lead sources, and other project details fields to make sure they fit your brand.
From your home page, select + New > select New Project
Enter the project's details
You can skip any fields you aren't sure about, and can always update them later
Select Create Project
Add a participant to the project, either by selecting an existing one or creating a new one
If you create a new one, enter the client's details
The participants you add will receive all of the project's files and messages
Select Add
Your project is now active. From here, create and send files, email your client, invite team members to collaborate, and 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!