Training & Video Tutorials

HoneyBook Courses

Learn at your own pace with our HoneyBook Courses!

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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

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HB 101: HoneyBook Orientation 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

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HB 102: Brochure Creation & Client-Side Experience

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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HB 102: Contact Forms & Workflows Webinar

Learn how to customize the HoneyBook Contact Form and set up automated Workflows in this 20-minute webinar recording

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HB 102: Transitioning Your Business to HoneyBook

Learn to transfer existing clients and materials to HoneyBook, and best practices for acquainting your clients with a new system

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HB 102: Managing Payments in HoneyBook

Learn about all elements of accepting and managing payments through HoneyBook

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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!

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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

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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

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Video Tutorial: Understanding the Project Pipeline

A video walkthrough on managing your Projects via the Project Pipeline

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Video Tutorial: Sending an email through HoneyBook

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

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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: Using your HoneyBook Calendar

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

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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!

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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

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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

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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

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Video Tutorial: Creating a Questionnaire Template

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

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Video Tutorial: Creating a Workflow Template

A video walkthrough on setting up automated Workflow Templates 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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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Video Tutorial: Issuing a refund

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

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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!

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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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HB 101, Lesson 5.1: Creating & sending Proposals

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

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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

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HB 101, Lesson 5.3: Managing payment changes & refunds

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

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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

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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

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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

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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

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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

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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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Making Better Business Decisions with HoneyBook

HoneyBook's January guide to making better decisions for your business

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