Video Tutorial: Getting started with HoneyBook

A video overview of everything you need to get started in your new HoneyBook account

Updated over a week ago

Welcome to HoneyBook! Ready to get started?

In this video, we'll discuss how HoneyBook works and how it can fit into your business, including:

  • How new inquiries and clients become HoneyBook projects

  • What projects are and how to manage them

  • Sending client-facing smart files like invoices, contracts, and more

  • Overview of your client's experience with those files

  • File templates and the Template Gallery

  • Advanced tools and features

This video references smart files, our newest file experience offering more power and customization than ever. Click here to learn more about smart files and add them to your account!

Prefer a written walkthrough? We got you—check it out here!

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!

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