Welcome to HoneyBook! We’re so excited to have you on board.
Whether you’re a seasoned pro or completely new to the world of online invoicing and project management, HoneyBook has tons of tools to help make your life (and your clients’!) easier. Plus, we have tons of tools to make those tools easy to learn. There are a few key steps to get acquainted with the platform and set up for success, which we’ll cover below.
Prefer to watch instead of read? Check out the quick overview below, or settle in for a more thorough video walkthrough with a HoneyBook product expert! For live trainings, be sure to sign up for one of our weekly orientation webinars here.
By the end of this article, you’ll know how to:
Your account look a little different? You might have a different version of files!
Step 1: Customize your settings
Your settings are where you’ll go to make changes to your account and company details—they’re the behind-the-scenes hub that keeps everything customized and secure. You’ll notice that some areas are already filled in with information you added when signing up.
HoneyBook settings include a ton of options to build out your account, but we’d recommend getting started with the following:
Step 2: Connect your bank account
Linking a bank account to HoneyBook is simple and secure, and it’s a key step to getting paid.
Once you’ve added a bank account and owner details, we’ll send the funds directly to that account any time a client pays!
Step 3: Add your contacts
Don’t have any contact details? Not to worry, you can always add clients as you go!
Step 4: Customize your templates
Templates allow you to save your commonly-used content and layouts and pull them into future projects with just a few clicks! They’re one of the greatest efficiencies HoneyBook has to offer. Plus, we know customization is key, which is why templates are easy to edit to fit your exact needs.
There are many different template types available, such as non-booking smart file templates to gather and share details (questionnaires and services), booking smart file templates to collect signatures and get paid (contracts and invoices), plus emails, contact forms, and more.
HoneyBook Tip: Does the term “smart file” sound new to you? You can learn more about them here!
To access your templates, click Tools > My Templates.
You’ll notice that we’ve already added in a number of sample templates to get you started—feel free to build off of these and customize to your liking. (And, if you’ve used our complimentary account migration service, those will be here, too.)
You can also check out the smart files Templates Gallery for ideas or quick places to start!
Or, if you’d prefer, you can always start a template from scratch by clicking Create New.
However you choose to work on a template, the sky’s the limit with what you can create. Here’s more on:
Step 5: Create a project
Project workspaces are powerful tools for organization and communication. The first step to booking a job is creating a project—you’ll need one to share smart files, email your client directly, upload documents, track your time and tasks, and more.
Think of projects like folders—they house all of the details and communication related to a specific project or event.
Creating a new project will prompt you to add in the project details and a client participant.
Once created, you can get started sending messages and smart files to the project participants!
Step 6: Share a booking file
Smart files allow you to create a seamless experience for your clients based on your business process, so that everything from the initial inquiry, to kick-off questionnaires, document sign-offs, service selection, contracting, invoicing, getting paid, and more can work together effortlessly. If you’ve already set up your templates (step 4), sending a smart file will be a breeze! A booking file includes a contract, invoice, or both, so you can get signatures and payment from a client all in one place.
There are several different ways to share a smart file with a client, but remember that you’ll always need to add a file to a project first.
If you already have a project and wish to share a smart file with the participants, you can get started by accessing the project, then clicking Create New.
From here, you’ll be prompted to select a template or create a Custom Smart File, make edits, then send the file out.
If you’re working in the templates builder and wish to share the smart file with a client, select Use Template at the top of your screen.
From here, you’ll be prompted to create a new project or add your smart file to an existing one, make any edits, then send the file out.
Once you’ve sent your smart file, you can rest easy knowing your client will be able to easily complete any next steps within it!
HoneyBook Tip: Want the practice, but not yet ready to send a smart file to a client? You can send yourself a test file! When it comes time to book a client, you’ll be an expert on the process.
Checked these steps off your to-do list? Here are some higher-level tools to explore next:
Project pipeline: learn where all your projects live, how to customize stages in your process, how we automatically track stages, and more!
Integrations: learn more about what other programs you can connect to your HoneyBook account to make life easier
Contact form: use this powerful lead capture tool to get client information funneled directly into HoneyBook
Scheduling: set up sessions and allow your leads and clients to book time with you
Team members: invite members of your team to have their own logins to your HoneyBook account
Other helpful resources:
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!