Welcome to HoneyBook!
To ensure a smooth transition, here's the 9 essential steps to set up your account for success. Try to find an afternoon to complete these steps, so you can confidently communicate with and book clients afterward. Let's get started!
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Configure your account's settings
This will allow your branding to be front and center when you communicate with clients.
These are the categories of your work and what services you offer
Creating custom project types allows you to organize your clients and jobs in HoneyBook, and supercharge your automationsï»ż
Make sure we know where to send your funds when you get paid through HoneyBook
Create and customize file templates
Templates are the pre-saved versions of your filesâtheyâre one of the greatest efficiencies HoneyBook has to offer
Whenever you need to share a file with a client, you can start with a template, make any project-specific edits, then quickly send it out
To access your templates, select Templates > select File templates from the top navigation menu
Youâll notice a handful of sample templates to get you started. Feel free to build off of these and customize to your liking (if youâve used the complimentary file transformation service, those will be here too)
Check out the Template Gallery for ideas or quick places to start
Start a template from scratch by select Create New at the top of the My Templates screen
Add your existing client info
The contact form is a widget that can be customized and embedded on your company website, allowing you to gather information from potential clientsâname, contact info, what theyâre interested in booking you for, and more
Don't forget to include the project type question from the suggested question list with all of the new categories you created earlier
Set up your contact form to pull leads straight from your website into HoneyBook as projects, so you don't have to manually add every single job
If you don't have a website, share your contact form direct link via SMS, social media, or anywhere else you get inquiries from instead
Quickly sync your existing list of clients and their information via a CSV import or Google
Finish setup and start a project
The first step to communicating with a client is adding a project
Projects contain all of the files, communication, and other details related to a job
To make sure youâre confident in the client experience, send yourself a test smart file before you debut it to a client
Consider sending a test bookable smart file, so youâre familiar with how clients sign and pay.
Now, you can confidently send invoices, collect e-signatures and payments, and even operate your business on-the-go using the mobile app. Out of all of the tools discussed above, the most-loved feature is the âcha-chingâ notification when payments roll in!
More help
Hire expert help: HoneyBook Pros are trusted professionals that can provide personalized help with setup, template design, and more
Connect with the Community: Join conversations, provide expertise, and get help from your fellow members on HoneyBook's Community
Smart files: Learn about all of the time-saving, client-wowing features you can use with HoneyBookâs version of online business files
Integrations: More about what other programs you can connect to your HoneyBook account to make life easier
Project pipeline: Learn where all your projects live, how to customize stages in your process, how we automatically track stages, and more
Automations: Set up automations to automate tasks, share emails, and send files (even contracts and invoices) in your projects' lifecycles
Scheduling: Create 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
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!