HoneyBook 101, Lesson 1: Getting Oriented
Section 3:  
Account Navigation



Not knowing how to get where you want to go slows you down, and nobody’s got time for that! Here’s a quick rundown of where to find what in your HoneyBook account.


Your HoneyBook dashboard is where you’ll be dropped when you log into HoneyBook, and it’s meant to give you a quick overview of that’s going on in your account that day.

Each section of your dashboard—Projects, Calendar, Tasks, Bookkeeping, and Reports—will provide shortcuts to recent activity that you might want to take a look at, such as new Inquiries in your Pipeline, Projects with new activity (like a signature added or a payment made), or things going in in your calendar and task list.


You’ll also notice a few other icons and menus on this home page—here’s what’s available!



Search icon:
top left corner. Search for Projects, files, or contacts.

Projects tab: top navigation bar. Brings you to your full list of Projects in the context of your Project Pipeline.

Tools tab: top navigation bar. Allows you to access a multitude of tools, including:

  • Templates
  • Bookkeeping
  • Calendar
  • Reports
  • Tasks 
  • Contact Form
  • Image & file library
  • Workflows
  • Batch emails


Contacts tab:
top navigation bar. Where all your Contacts are added and stored.

+ New icon: top right corner. Allows you to quickly create a new contact, Invoice, or Project

$ icon: top right corner. Easy access to your referral code and earnings dashboard!

Bell icon: top right corner. Adjust your notification settings and review any notification activity.

Profile picture/avatar: top right corner. Allows access to your personal account settings, company settings, and any additional companies you’ve created under the umbrella of your main account.



Heyo—you made it through Lesson 1! In Lesson 2, Building Your Account Settings, we’ll review the basics of account settings, both for you individually and for your company as a whole!









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!

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