We know getting started with a new system can be overwhelming — learning all new terminology, platform navigation, icons — and then you still have to run your business! To make like a little easier, we've broken down some common terms and icons you might find as you're getting to know HoneyBook.
Images or documents created outside of HoneyBook that can be included in emails to clients. Attachments can be added to your document Library for easy access, or uploaded on the fly whenever you see the paper clip icon. Documents you create in HoneyBook are not considered attachments. More on attaching files here.
Automations allow you to automate (duh) tasks in your Project's lifecycle, automatically sending out emails or certain document types at the cadence of your choice — so you don't have to remember to. They can be automatically triggered via the Contact Form, or applied individually to Projects.
Mail merge, mass email; call it what you will! Batch Emails allow you to send one email to a group of contacts, but ensures that each email delivered to each contact individually. More on Batch Emails here.
More Project-focused than batch emails, bulk emails allow you to select who your email goes to by letting you choose up to 100 Projects at once; then, all participants in the selected Projects will receive the communication, and the emails will be tracked in the Activity Feeds of each selected Project. More on bulk emails here.
A document that you've created directly in HoneyBook to send to your client. HoneyBook file types include Invoices, Contracts, Proposals, Brochures, Questionnaires, and Timelines. More on what each file type does here.
The first stage a Project can be in. When a Project is in this stage, it has been created — either manually by you, or automatically via a Contact Form you've installed — but no other action has been taken. As soon as you send your first email or file, your Project will more to the next stage.
Your Library allows you to store images or documents (JPG, PNG, PDF, CSV, XLSX, etc.) directly in HoneyBook. Once they're in your Library, you can easily access them to attach to emails or build your HoneyBook files. More on building out your Library here.
A group of items that are commonly sold or priced together. Once you've created your Package Templates, you can add them to your HoneyBook Files in one fell swoop, rather than needing to add every item individually. More on building pricing Packages here.
This is your all-in-one booking file! It combines an Invoice and Contract into one, so your client can make their first payment and provide an electronic signature in one fell swoop. When you send a Proposal, you do NOT need to send an individual Invoice or Contract.
These are the contacts that you add to your Projects — likely your client(s), but they could also be vendors you're working on the Project with. All participants within a Workspace will receive all communication — emails and files — that are created and sent within that Workspace.
Your Project Pipeline represents the lifecycle of your Projects, and give you a bird's eye view of where all your Projects stand. It's made up of various stages that your Projects will move their way through.
A generic term in the real world, but a foundational element of HoneyBook — they are the containers that hold everything related to a particular job/event/project. When you receive a new lead, you will always begin by creating a Project, as all emails and files will need to be sent from within Projects.
These represent where your Project is in its lifecycle, and help you track its progress. For example, all Project will begin in the Inquiry stage, and then will move their way through the following stages based on actions you or your clients have taken.
Templates allow you to create the framework for files, email messaging, or pricing packages that you may use frequently. When you create Templates, you can quickly drop them into communications with your clients (instead of needing to redo / copy and paste the same stuff over and over!). From there, you can make any edits you need without affecting the original Template.
When you create a Project, you automatically create a Workspace — it's where you'll manage all your client communications and other Project-related tasks. A Project can, however, contain multiple Workspaces. Each Workspace can contain a totally unique set of participants, files, payments, and communication threads via the Activity Feed.
A clickable menu — there's more under there!
Allows you to drag-and-drop to rearrange items.
Used to duplicate/make a copy.
File drawer tab
Clickable to open additional options/menus.
Click to customize!
Click to edit.
Opens your Image Library, or allows you to upload an image on the fly.
Plus (+) button
Add an item, service, section, etc.
Settings / preferences for the section you're viewing.
Trash can icon
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!