Training & Video Tutorials

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

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80 articles in this collection
Written by Marika Tabilio
Getting Started & Account Set-up

Video Tutorial: Setting up your branding

A video walkthrough on uploading logos, brand imagery, colors, and your Gmail integration
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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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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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Updated over a week ago

Video Tutorial: Adding existing clients

A video walkthrough on importing your contacts to HoneyBook
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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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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 a Workflow to a Project or Contact Form

A video walkthrough on connecting your Workflow Templates to HoneyBook Projects or Contact Form inquiries
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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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Updated over a week ago

Video Tutorial: Using your HoneyBook Calendar

A video walkthrough on your HoneyBook calendar, including Google Calendar and Calendly integrations
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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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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
Creating & Sending Files

Video Tutorial: Creating a new Project

A video walkthrough on adding a Project to your HoneyBook Pipeline
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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
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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
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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
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Updated over a week ago

Video Tutorial: Adding Contract Fields

A video walkthrough on adding dynamic Contract Fields to Contracts or Proposals
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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
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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
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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
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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
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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
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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
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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
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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
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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
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Updated over a week ago

Video Tutorial: Issuing a refund

A video walkthrough on how to issue full or partial refunds through HoneyBook
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Written by Marika Tabilio
Updated over a week ago
HoneyBook 101

HoneyBook 101: Learning the HoneyBook Basics

This course will walk you through the HoneyBook basics: from account setup to client communication to getting paid!
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HB 101, Lesson 1.1: What is HoneyBook? Is it right for me?

HoneyBook 101 — Lesson 1: Getting Oriented — Section 1
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HB 101, Lesson 1.2: HoneyBook terminology & file types

HoneyBook 101 — Lesson 1: Getting Oriented — Section 2
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HB 101, Lesson 2.1: Setting up your personal and company account settings

HoneyBook 101 — Lesson 2: Building Your Account Settings — Section 1
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HB 101, Lesson 1.3: Account Navigation

HoneyBook 101 — Lesson 1: Getting Oriented — Section 3
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HB 101, Lesson 2.2: Setting up your bank account information

HoneyBook 101 — Lesson 2: Building Your Account Settings — Section 2
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HB 101, Lesson 2.3: Using the image and file library

HoneyBook 101 — Lesson 2: Building Your Account Settings — Section 3
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HB 101, Lesson 2.4: Uploading and managing contacts

HoneyBook 101 — Lesson 2: Building Your Account Settings — Section 4
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HB 101, Lesson 3.1: What are Templates?

HoneyBook 101 — Lesson 3: Setting Up for Success with Templates — Section 1
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HB 101, Lesson 3.2: Building Package, Invoice, and Contract Templates

HoneyBook 101 — Lesson 3: Setting Up for Success with Templates — Section 2
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HB 101, Lesson 3.3: HoneyBook's complimentary account setup service

HoneyBook 101 — Lesson 3: Setting Up for Success with Templates — Section 3
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HB 101, Lesson 4.1: What are Projects, Workspaces, and the Project Pipeline?

HoneyBook 101 — Lesson 4: Understanding Projects, Workspaces, and the Pipeline — Section 1
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HB 101, Lesson 4.2: Customizing Project Pipeline stages

HoneyBook 101 — Lesson 4: Understanding Projects, Workspaces, and the Pipeline — Section 2
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HB 101, Lesson 4.3: Creating a Project & navigating the Project Workspace

HoneyBook 101 — Lesson 4: Understanding Projects, Workspaces, and the Pipeline — Section 3
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Updated over a week ago

HB 101, Lesson 5.1: Creating & sending Proposals

HoneyBook 101 — Lesson 5: Sending Files & Managing Payments — Section 1
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Updated over a week ago

HB 101, Lesson 5.2: Accepting payments in (and out of!) HoneyBook

HoneyBook 101 — Lesson 5: Sending Files & Managing Payments — Section 2
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Updated over a week ago

HB 101, Lesson 5.3: Managing payment changes & refunds

HoneyBook 101 — Lesson 5: Sending Files & Managing Payments — Section 3
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Updated over a week ago
Growing Your Business

Growing Your Business with HoneyBook

This course will walk you through the elements of HoneyBook that are best suited to help you scale your business and book clients faster
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Updated over a week ago

Growing Your Business, Lesson 1.1: Building blocks: Package & email Templates

Growing Your Business — Lesson 1: Setting Up for Business Growth — Section 1
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Updated over a week ago

Growing Your Business, Lesson 1.2: Showcase your services with Brochure Templates

Growing Your Business — Lesson 1: Setting Up for Business Growth — Section 2
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Updated over a week ago

Growing Your Business, Lesson 1.3: Get booked fast with Invoice, Contract, & Proposal Templates

Growing Your Business — Lesson 1: Setting Up for Business Growth — Section 3
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Updated over a week ago

Growing Your Business, Lesson 1.4: Uploading your branding & assets

Growing Your Business — Lesson 1: Setting Up for Business Growth — Section 4
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Growing Your Business, Lesson 1.5: Customizing lead sources & Project types

Growing Your Business — Lesson 1: Setting Up for Business Growth — Section 5
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Growing Your Business, Lesson 1.6: Adding your bank account info

Growing Your Business — Lesson 1: Setting Up for Business Growth — Section 6
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Growing Your Business, Lesson 2.1: Understanding & creating Projects

Growing Your Business — Lesson 2: Projects & Files to Get You Booked — Section 1
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Growing Your Business, Lesson 2.2: Understanding & creating Brochures

Growing Your Business — Lesson 2: Projects & Files to Get You Booked — Section 2
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Growing Your Business, Lesson 2.3: Creating & sending Proposals

Growing Your Business — Lesson 2: Projects & Files to Get You Booked — Section 3
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Growing Your Business, Lesson 2.4: Your clients’ HoneyBook experience

Growing Your Business — Lesson 2: Projects & Files to Get You Booked — Section 4
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Growing Your Business, Lesson 2.5: Your clients’ experience with files

Growing Your Business — Lesson 2: Projects & Files to Get You Booked — Section 5
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Growing Your Business, Lesson 3.1: Understanding Contact Forms & Workflows

Growing Your Business — Lesson 3: Contact Forms & Automations to Scale — Section 1
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Growing Your Business, Lesson 3.2: Creating and using Contact Forms

Growing Your Business — Lesson 3: Contact Forms & Automations to Scale — Section 2
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Growing Your Business, Lesson 3.3: Embedding and/or sharing your Contact Forms

Growing Your Business — Lesson 3: Contact Forms & Automations to Scale — Section 3
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Growing Your Business, Lesson 3.4: Understanding & Creating Workflows

Growing Your Business — Lesson 3: Contact Forms & Automations to Scale — Section 4
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Growing Your Business, Lesson 3.5: Applying or automating Workflows

Growing Your Business — Lesson 3: Contact Forms & Automations to Scale — Section 5
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Growing Your Business, Lesson 3.6: More automations

Growing Your Business — Lesson 3: Contact Forms & Automations to Scale — Section 6
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Growing Your Business, Lesson 4.1: Reports in HoneyBook

Growing Your Business — Lesson 4: Tracking Your Growth — Section 1
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Growing Your Business, Lesson 4.2: Bookkeeping in HoneyBook

Growing Your Business — Lesson 4: Tracking Your Growth — Section 2
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Growing Your Business, Lesson 4.3: Integrating with Quickbooks

Growing Your Business — Lesson 4: Tracking Your Growth — Section 3
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Growing Your Business, Lesson 4.4: HoneyBook payments and your taxes

Growing Your Business — Lesson 4: Tracking Your Growth — Section 4
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Written by Marika Tabilio
Updated over a week ago