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
32 articles in this collection
Written by Marika Tabilio and MacKenzie Hughes
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
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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
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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
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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
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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
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Written by Marika Tabilio
Updated over a week ago

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

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Written by Marika Tabilio
Updated over a week ago

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

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Written by Marika Tabilio
Updated over a week ago

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

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Written by Marika Tabilio
Updated over a week ago

Video Tutorial: Adding existing clients

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