Training & Video Tutorials

HoneyBook Courses

Learn at your own pace with our HoneyBook Courses!

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

Learn how to customize the HoneyBook Contact Form and set up automated Workflows in this 30-minute webinar recording

Written by Marika Tabilio
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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
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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
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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
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Video Tutorial: Setting up your branding

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

Written by Marika Tabilio
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Video Tutorial: Adding a team member

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

Written by Marika Tabilio
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Video Tutorial: Creating custom Project Types

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

Written by Marika Tabilio
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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
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Video Tutorial: Adding existing clients

A video walkthrough on importing your contacts to HoneyBook

Written by Marika Tabilio
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Video Tutorial: Understanding the Project Pipeline

A video walkthrough on managing your Projects via the Project Pipeline

Written by Marika Tabilio
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Video Tutorial: Sending an email through HoneyBook

Video walkthrough of how to send an email via the Activity Feed

Written by Marika Tabilio
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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

Written by Marika Tabilio
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Video Tutorial: Customizing the Contact Form

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

Written by Marika Tabilio
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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
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Video Tutorial: Using your HoneyBook Calendar

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

Written by Marika Tabilio
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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
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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
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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
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Video Tutorial: Creating a Package Template

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

Written by Marika Tabilio
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Video Tutorial: Creating a Brochure Template

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

Written by Marika Tabilio
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Video Tutorial: Creating an Invoice Template

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

Written by Marika Tabilio
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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
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Video Tutorial: Creating a Questionnaire Template

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

Written by Marika Tabilio
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Video Tutorial: Creating a Workflow

A video walkthrough on setting up automated Workflows to apply to Projects

Written by Marika Tabilio
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Video Tutorial: Creating a new Project

A video walkthrough on adding a Project to your HoneyBook Pipeline

Written by Marika Tabilio
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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
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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
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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
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Video Tutorial: Adding Contract Fields

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

Written by Marika Tabilio
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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
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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
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Video Tutorial: Creating or editing a payment schedule

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

Written by Marika Tabilio
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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
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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
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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
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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
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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
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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
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Video Tutorial: Issuing a refund

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

Written by Marika Tabilio
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HoneyBook 101: Learning the HoneyBook Basics

This course will walk you through the HoneyBook basics: from account setup to client communication to getting paid!

Written by Marika Tabilio
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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

Written by Marika Tabilio
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HB 101, Lesson 1.2: HoneyBook terminology & file types

HoneyBook 101 — Lesson 1: Getting Oriented — Section 2

Written by Marika Tabilio
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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

Written by Marika Tabilio
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HB 101, Lesson 1.3: Account Navigation

HoneyBook 101 — Lesson 1: Getting Oriented — Section 3

Written by Marika Tabilio
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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

Written by Marika Tabilio
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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

Written by Marika Tabilio
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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

Written by Marika Tabilio
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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

Written by Marika Tabilio
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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

Written by Marika Tabilio
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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

Written by Marika Tabilio
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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

Written by Marika Tabilio
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HB 101, Lesson 5.1: Creating & sending Proposals

HoneyBook 101 — Lesson 5: Sending Files & Managing Payments — Section 1

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

HoneyBook 101 — Lesson 5: Sending Files & Managing Payments — Section 2

Written by Marika Tabilio
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HB 101, Lesson 5.3: Managing payment changes & refunds

HoneyBook 101 — Lesson 5: Sending Files & Managing Payments — Section 3

Written by Marika Tabilio
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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

Written by Marika Tabilio
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Growing Your Business, Lesson 1.1: Building blocks: Package & email Templates

Growing Your Business — Lesson 1: Setting Up for Business Growth — Section 1

Written by Marika Tabilio
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Growing Your Business, Lesson 1.2: Showcase your services with Brochure Templates

Growing Your Business — Lesson 1: Setting Up for Business Growth — Section 2

Written by Marika Tabilio
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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

Written by Marika Tabilio
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Growing Your Business, Lesson 1.4: Uploading your branding & assets

Growing Your Business — Lesson 1: Setting Up for Business Growth — Section 4

Written by Marika Tabilio
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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

Written by Marika Tabilio
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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

Written by Marika Tabilio
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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

Written by Marika Tabilio
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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

Written by Marika Tabilio
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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

Written by Marika Tabilio
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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

Written by Marika Tabilio
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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

Written by Marika Tabilio
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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

Written by Marika Tabilio
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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

Written by Marika Tabilio
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Making Better Business Decisions with HoneyBook

HoneyBook's guide to making better decisions for your business

Written by Marika Tabilio
Updated over a week ago