Training & Video Tutorials

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

42 articles in this collection
Written by Marika Tabilio

On-Demand Webinars

On-Demand Product Webinars

Follow along as our product experts walk you through everything from the HoneyBook basics to our more advanced tools

Written by Marika Tabilio
Updated over a week ago

HoneyBook Basics: making the most of your 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

Written by Marika Tabilio
Updated over a week ago

Boost your branding: how to stand out, save time, and increase sales [On-demand webinar]

Learn how to create and send Brochure files through HoneyBook and what your clients experience when you send

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 30-minute webinar recording

Written by Marika Tabilio
Updated over a week ago

Transitioning to HoneyBook: a guide to getting started [On-demand webinar]

Learn to transfer existing clients and materials to HoneyBook, and best practices for acquainting your clients with a new system

Written by Marika Tabilio
Updated over a week ago

HoneyBook Payment Processing: how to get a grip on your finances [On-demand webinar]

Learn about all elements of accepting and managing payments through HoneyBook in this 30-minute on-demand webinar

Written by Marika Tabilio
Updated over a week ago

Get Booked Fast: All About HoneyBook's New Contact Form

Learn how to customize and share HoneyBook's new Contact Form, showcasing your brand while still capturing leads!

Written by Marika Tabilio
Updated over a week ago

Getting Started & Account Set-up

Video Tutorial: Setting up your branding

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

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

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

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

Written by Marika Tabilio
Updated over a week ago

Video Tutorial: Adding existing clients

A video walkthrough on importing your contacts to HoneyBook

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

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

Written by Marika Tabilio
Updated over a week ago

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

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

Written by Marika Tabilio
Updated over a week ago

Video Tutorial: Creating a gift card

A video walkthrough on creating and managing gift cards in HoneyBook, so clients can buy now and redeem later!

Written by Marika Tabilio
Updated over a week ago

Video Tutorial: Using your HoneyBook Calendar

A video walkthrough on your HoneyBook calendar, including Google Calendar and Calendly integrations

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!

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

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

Written by Marika Tabilio
Updated over a week ago

Creating Templates

Video Tutorial: Creating a Package Template

A video walkthrough on how to group items or services into pricing packages

Written by Marika Tabilio
Updated over a week ago

Video Tutorial: Creating a Brochure Template

A video walkthrough of how to save your most-used Brochure formats as Templates

Written by Marika Tabilio
Updated over a week ago

Video Tutorial: Creating an Invoice Template

A video walkthrough of how to save your most-used Invoice formats as Templates

Written by Marika Tabilio
Updated over a week ago

Video Tutorial: Creating a Contract Template

A video walkthrough of how to save your most-used Contract formats and wording as Templates

Written by Marika Tabilio
Updated over a week ago

Video Tutorial: Creating a Questionnaire Template

A video walkthrough of creating templates for your most-used Questionnaire formats

Written by Marika Tabilio
Updated over a week ago

Video Tutorial: Creating an Automation

A video walkthrough on setting up Automations to apply to Projects

Written by Marika Tabilio
Updated over a week ago

Creating & Sending Files

Video Tutorial: Creating a new Project

A video walkthrough on adding a Project to your HoneyBook Pipeline

Written by Marika Tabilio
Updated over a week ago

Video Tutorial: Creating and Sending a Brochure

A video walkthrough of creating and sending a file that lays out your services and allows your client to select their favorites

Written by Marika Tabilio
Updated over a week ago

Video Tutorial: Creating and sending an Invoice

A video walkthrough of how to create and send a list of services and a payment schedule to your client

Written by Marika Tabilio
Updated over a week ago

Video Tutorial: Creating and sending a Proposal

A video walkthrough of creating and sending a file that combines a list of services, a payment schedule, and a service agreement

Written by Marika Tabilio
Updated over a week ago

Video Tutorial: Adding Contract Fields

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

Written by Marika Tabilio
Updated over a week ago

Video Tutorial: Booking a Project in Person

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

Written by Marika Tabilio
Updated over a week ago

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

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

Written by Marika Tabilio
Updated over a week ago

Video Tutorial: Creating or editing a payment schedule

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

Written by Marika Tabilio
Updated over a week ago

Video Tutorial: Your clients' experience when you send a Proposal

A video walkthrough of what your client sees when you send a bookable file

Written by Marika Tabilio
Updated over a week ago

Video Tutorial: Creating and sending a Questionnaire

A video walkthrough of how to create and send a set of questions to your clients

Written by Marika Tabilio
Updated over a week ago

Video Tutorial: A client-side view of using HoneyBook

A video walkthrough for clients whose vendors use HoneyBook to do business

Written by Marika Tabilio
Updated over a week ago

Video Tutorial: Editing a file that's already been sent

A video walkthrough of how to edit and resend a previously-sent Invoice, Contract, or Proposal

Written by Marika Tabilio
Updated over a week ago

Video Tutorial: Manually marking a payment as "paid"

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

Written by Marika Tabilio
Updated over a week ago

Video Tutorial: Marking payment as "paid" in a file you've already sent

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

Written by Marika Tabilio
Updated over a week ago

Video Tutorial: Issuing a refund

A video walkthrough on how to issue full or partial refunds through HoneyBook

Written by Marika Tabilio
Updated over a week ago