Training & Video Tutorials

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 yesterday

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

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 yesterday

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

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

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