As you make your way down the home page, you’ll have the different sections keeping you up-to-date with the latest info. Your newest leads, latest messages, most recent project activity, and more can all be accessed from your home page.

This page also holds shortcuts to the parts and activities of your account that you’ll likely use the most, like building invoices and contracts, scheduling meetings, and setting up lead forms.

The first bar you’ll see once you complete your account setup checklist holds an overview of your most important business items. Within this section, you can view:

Your New leads section holds all the leads you haven’t yet responded to that came in from a contact form or were manually added to a project. These can come from lead forms, contact forms, or can be manually created from a project you’ve started on. Once you send the lead a message, archive the lead, or an automation rule responds to the lead, they’ll leave this collection.

Select a new lead to open up the activity feed of the project workspace for that lead. You can also quickly create a new lead form by selecting + Lead form near the top of the section. To see all your new leads, select Got o inquiries > at the bottom of the section.

Your Calendar section contains your upcoming project and calendar events (like scheduled meetings) including integrated calendars. Only meetings from your calendar and projects you’re a participant in will appear here (and won’t contain, for example, any team member’s meetings).

Select a meeting to open up your calendar and view the session’s details. You can also create a new meeting by selecting + Meeting near the top of the section. If you want to see your whole calendar, select Go to calendar > at the bottom of the section.

Below your Overview and next to your Calendar are your Quick actions. Three of these quick actions will appear for everyone. The last one is unique to your account.

Your Activity section holds the most recent notifications for projects you’re a participant in.

This section will include notifications for when:

Selecting most activity notifications will open up the project workspace that the activity came from—with the exception of file update notifications. Selecting a file update notification will open up the file summary.

You can create a new project by selecting + Project near the top of the section. If you want to view your active projects, select Go to active projects > at the bottom of the section.

Your Inbox section shows the most recent unread messages from your projects. These can come from either collaborators or clients, and you can select a message to open up the project workspace that the message came from.

Select a message to open up the project workspace that the message came from. Messages that aren’t tied to a project will not appear here. You can view all your unread messages by selecting Show more > at the bottom of the section.

You can also mark all as read to clear your Inbox.

Here's how messages can be marked as read:

Your Tasks section has tasks assigned to you that are open as well as tasks assigned to team members that are participants in the same projects as you. If you have any automation tasks that require your approval, these will also appear in this section.

Create new tasks by selecting + Task near the top of the section. You can also view more tasks by selecting Show more > at the bottom of the section.

Your Notes section shows your most recently created notes and gives you the option to create more.

Review existing notes by selecting them. Manage notes (edit them, duplicate them, or delete them) by hovering over the note. Create new notes by selecting + Note at the top of the section. If you create a new note, decide whether it should be filed as a project note or a client note.

Your Templates section shows the smart file templates you use the most.

Create a new smart file template by selecting + Template near the top of the section. You can also view all your templates by selecting Go to templates > at the bottom of the section.

Your Payments section holds info about your expected payments for the current month. These amounts are calculated after taxes and discounts were deducted and tips were added. This section breaks down:

Your overdue payments are added up, and you can view a breakdown of your payments according to what state they’re in.

Create a new invoice by selecting + Invoice near the top of the section. You can also view all your payments by selecting Go to payments > at the bottom of the section. Get a detailed breakdown of this section if you have any more questions about what info it holds.

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!