HoneyBook

MacKenzie Hughes

Marika Tabilio

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

Training & Video Tutorials

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.

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

Learn how to elevate your templates with smart files in this 60-minute webinar recording

HoneyBook Smart Files: Transforming Templates

Learn how to streamline your client communications with smart files during this 60-minute live audit of a real member's account.

HoneyBook HotSeat: Bring Your Process to Life with Smart Files

Learn how to set up automations for your bookings in this 60-minute webinar recording

HoneyBook Smart Files: Automating Bookings

Learn how Angie Minucci used the power of smart files to double her income in this 60-minute webinar recording

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

Learn how to combine the power of automations with smart files in this 60-minute webinar recording

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

Learn how to build a hands-off (and even automated) booking process in this 60-minute webinar recording.

HoneyBook Smart Files: Rethinking Your Clientflows to Streamline Bookings

Learn how to set up your scheduler and use it to streamline your bookings in this 60-minute webinar recording

HoneyBook Smart Files: Using Scheduling to Streamline Bookings

Learn how to customize the HoneyBook Contact Form and set up Automations in this 60-minute webinar recording

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

On-Demand Webinars

Watch this 30 minute on-demand webinar to get a high level understanding of your new account.

HoneyBook Basics: Quick Start Guide

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

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

Watch this 30 minute on-demand webinar to get a high level understanding of your Automations tool in HoneyBook.

HoneyBook Basics: Streamlining with Automations

Everything you need to know to hit the ground running with HoneyBook as a Photographer

HoneyBook Basics: A Photographer's Guide to Your New Account

HoneyBook Basics

If you're in a trial, or just purchased membership, check out this 30 minute on-demand webinar to learn what HoneyBook is capable of!

Welcome Webinar: How to Navigate HoneyBook

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

Video Tutorial: Getting started with HoneyBook

A video walkthrough on uploading logos, brand imagery, colors, and your Gmail integration

Video Tutorial: Setting up your branding

A video walkthrough on inviting a team member to join your HoneyBook account

Video Tutorial: Adding a team member

A video walkthrough of how to add, edit, or remove Project Types

Video Tutorial: Creating custom Project Types

A video walkthrough of how to add your bank account information to HoneyBook

Video Tutorial: Connecting your bank account to HoneyBook

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

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

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

A video walkthrough on importing your contacts to HoneyBook

Video Tutorial: Adding existing clients

A video walkthrough on managing your Projects via the Project Pipeline

Video Tutorial: Understanding the Project Pipeline

Video walkthrough of how to send an email via the activity feed

Video Tutorial: Sending an email through HoneyBook

A video walkthrough on connecting your Automations to HoneyBook Projects or Contact Form inquiries

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

A video walkthrough of creating and customizing a Contact Form in your HoneyBook account

Video Tutorial: Customizing the Contact Form

A video walkthrough on creating Session Types to make managing your calendar easy—and make it easy for clients to schedule time with you!

Video Tutorial: Creating new Session Types

A video walkthrough on the payment, expenses, and profit & loss data available in the Bookkeeping tool

Video Tutorial: Using HoneyBook's Bookkeeping tool

A video walkthrough of the lead data, booking data, and financial analytics available through HoneyBook's Reports tool

Video Tutorial: HoneyBook Reports overview

Getting Started & Account Set-up

A video walkthrough on adding a Project to your HoneyBook Pipeline

Video Tutorial: Creating a new Project

A video walkthrough on adding dynamic Contract Fields to Contracts or Proposals

Video Tutorial: Adding Contract Fields

A video walkthrough on taking a signature or payment from a client in person

Video Tutorial: Booking a Project in Person

Video walkthrough on changing the sales tax rate in a HoneyBook file

Video Tutorial: Adjusting the tax rate in an Invoice or Proposal

A video walkthrough on customizing the payment schedule in Invoices or Proposals

Video Tutorial: Creating or editing a payment schedule

Video walkthrough on recording a payment you received in cash or check outside of HoneyBook

Video Tutorial: Manually marking a payment as "paid"

A video walkthrough on marking a payment as "paid" when the payment amount is different than listed in the payment schedule

Training & Video Tutorials

On-Demand Webinars

HoneyBook Basics

Getting Started & Account Set-up

Creating & Sending Files

Creating Templates