Training & Video Tutorials

Step-by-step video walkthroughs and recorded webinars to help get the most out of HoneyBook

Marika Tabilio avatar MacKenzie Hughes avatar
34 articles in this collection
Written by Marika Tabilio and MacKenzie Hughes
On-Demand Webinars

Webinar: Introducing the new builder: Upgrade your client experience with smart files

This pre-recorded 1-hour webinar is your orientation to HoneyBook smart files, so you know exactly what to expect and how to get started.
MacKenzie Hughes avatar
Written by MacKenzie Hughes
Updated yesterday

HoneyBook Smart Files: Transforming Templates webinar

Learn how to elevate your templates with smart files in this 60-minute webinar recording
MacKenzie Hughes avatar
Written by MacKenzie Hughes
Updated over a week ago

HoneyBook HotSeat: Bring Your Process to Life with Smart Files

Learn how to streamline your client communications with smart files during this 60-minute live audit of a real member's account.
MacKenzie Hughes avatar
Written by MacKenzie Hughes
Updated over a week ago

HoneyBook Smart Files: How to Double Your Income with Our Latest Upgrades

Learn how Angie Minucci used the power of smart files to double her income in this 60-minute webinar recording
MacKenzie Hughes avatar
Written by MacKenzie Hughes
Updated over a week ago

HoneyBook Smart Files: Using Automations & Our Latest Upgrades to Streamline Your Clientflows

Learn how to combine the power of automations with smart files in this 60-minute webinar recording
MacKenzie Hughes avatar
Written by MacKenzie Hughes
Updated over a week ago

HoneyBook Smart Files: Rethinking Your Clientflows to Streamline Bookings

Learn how to build a hands-off (and even automated) booking process in this 60-minute webinar recording.
MacKenzie Hughes avatar
Written by MacKenzie Hughes
Updated over a week ago

HoneyBook Basics: Introduction to Your New Account [On-demand webinar]

Get an overview of all the features HoneyBook has to offer, as well as a deep dive into setting up your account and sending your first file
Marika Tabilio avatar
Written by Marika Tabilio
Updated over a week ago

Getting Time Back: how to streamline from start to finish [On-demand webinar]

Learn how to customize the HoneyBook Contact Form and set up Automations in this 60-minute webinar recording
Marika Tabilio avatar
Written by Marika Tabilio
Updated over a week ago
Getting Started & Account Set-up

Video Tutorial: Getting started with HoneyBook

A video overview of everything you need to get started in your new HoneyBook account
Marika Tabilio avatar
Written by Marika Tabilio
Updated over a week ago

Video Tutorial: Setting up your branding

A video walkthrough on uploading logos, brand imagery, colors, and your Gmail integration
Marika Tabilio avatar
Written by Marika Tabilio
Updated over a week ago

Video Tutorial: Adding a team member

A video walkthrough on inviting a team member to join your HoneyBook account
Marika Tabilio avatar
Written by Marika Tabilio
Updated over a week ago

Video Tutorial: Creating custom Project Types

A video walkthrough of how to add, edit, or remove Project Types
Marika Tabilio avatar
Written by Marika Tabilio
Updated over a week ago

Video Tutorial: Connecting your bank account to HoneyBook

A video walkthrough of how to add your bank account information to HoneyBook
Marika Tabilio avatar
Written by Marika Tabilio
Updated over a week ago

Video Tutorial: Connecting an "individual" bank account in HoneyBook

Marika Tabilio avatar
Written by Marika Tabilio
Updated over a week ago

Video Tutorial: Connecting a "sole proprietor" bank account in HoneyBook

Marika Tabilio avatar
Written by Marika Tabilio
Updated over a week ago

Video Tutorial: Connecting an "LLC-partnership-corp" bank account in HoneyBook

Marika Tabilio avatar
Written by Marika Tabilio
Updated over a week ago

Video Tutorial: Adding existing clients

A video walkthrough on importing your contacts to HoneyBook
Marika Tabilio avatar
Written by Marika Tabilio
Updated over a week ago

Video Tutorial: Understanding the Project Pipeline

A video walkthrough on managing your Projects via the Project Pipeline
Marika Tabilio avatar
Written by Marika Tabilio
Updated over a week ago

Video Tutorial: Sending an email through HoneyBook

Video walkthrough of how to send an email via the activity feed
Marika Tabilio avatar
Written by Marika Tabilio
Updated yesterday

Video Tutorial: Applying an Automation to a Project or Contact Form

A video walkthrough on connecting your Automations to HoneyBook Projects or Contact Form inquiries
Marika Tabilio avatar
Written by Marika Tabilio
Updated over a week ago

Video Tutorial: Customizing the Contact Form

A video walkthrough of creating and customizing a Contact Form in your HoneyBook account
Marika Tabilio avatar
Written by Marika Tabilio
Updated over a week ago

Video Tutorial: Creating new Session Types

A video walkthrough on creating Session Types to make managing your calendar easy—and make it easy for clients to schedule time with you!
Marika Tabilio avatar
Written by Marika Tabilio
Updated over a week ago

Video Tutorial: Using HoneyBook's Bookkeeping tool

A video walkthrough on the payment, expenses, and profit & loss data available in the Bookkeeping tool
Marika Tabilio avatar
Written by Marika Tabilio
Updated over a week ago

Video Tutorial: HoneyBook Reports overview

A video walkthrough of the lead data, booking data, and financial analytics available through HoneyBook's Reports tool
Marika Tabilio avatar
Written by Marika Tabilio
Updated over a week ago