Getting started with a new platform can be daunting—especially if you’re already working with clients that you now need to transition! In this recently-recorded webinar, we will review best practices for setting up and using your account with existing (and new!) clients, how to acquaint your clients with the new system, and what their experience with HoneyBook will be like.

In this 25-minute demo, we’ll cover:

  • Setting your account up for success with file & email Templates, client & contact uploads, and more
  • Transferring clients you’re currently working with into HoneyBook—even when you’re midway through a project! 
  • Best practices for acquainting clients with HoneyBook
  • What your clients experience

Prefer written walkthroughs? We got you. Learn more about transferring existing clients and files here, setting up Templates here, and our free account setup service here.

Interested in our other webinars? Check them all out here!

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!

Got 2 extra minutes? Let us know how the webinar was with this super quick survey—any feedback you have helps us improve our resources and better serve you in the future!

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