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Training & Video Tutorials
Training & Video Tutorials
Step-by-step video walkthroughs and recorded webinars to help get the most out of HoneyBook
35 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.
Written by
MacKenzie Hughes
Updated over a week ago
HoneyBook Smart Files: Transforming Templates webinar
Learn how to elevate your templates with smart files in this 60-minute webinar recording
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.
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
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
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.
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
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
Written by
Marika Tabilio
Updated over a week ago
HoneyBook Basics
HoneyBook Basics: Quick Start Guide
Watch this 30 minute on-demand webinar to get a high level understanding of your new account.
Written by
MacKenzie Hughes
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
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
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: Connecting an "individual" bank account in HoneyBook
Written by
Marika Tabilio
Updated over a week ago
Video Tutorial: Connecting a "sole proprietor" bank account in HoneyBook
Written by
Marika Tabilio
Updated over a week ago
Video Tutorial: Connecting an "LLC-partnership-corp" bank account in 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 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 & 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: 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: 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
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 an Automation
A video walkthrough on setting up Automations to apply to Projects
Written by
Marika Tabilio
Updated over a week ago