HoneyBook

How to add a project to your HoneyBook pipeline

Adding a new project

How to manually add a new inquiry to your project pipeline

Manually adding a new inquiry

How to consider using project dates with your business and the impact it will have in different areas of your account.

Understanding and using project dates

How to locate a project workspace using the search tool or your project pipeline

Finding your projects in HoneyBook

Best practices for using your HoneyBook pipeline, filters, and stages to stay organized, so nothing slips through the cracks

Organizing and prioritizing your projects

All about pipeline stages and how to customize the pipeline to fit your business's needs

Understanding and customizing the project pipeline

How to move, delete, archive, or send an email to multiple projects at once via your project pipeline

Bulk updating projects through the project pipeline

Answering the age-old question: what is a workspace in HoneyBook?

Understanding workspaces

How to create or search for a workspace within a project

Creating and searching for a related workspace

What happens when you add a participant's email address to a project or workspace—and how to do it

Adding a participant to a project

All about the different capabilities of client, collaborator, and team member participants

Understanding project participant roles

Understanding who will be notified when there is activity within a project or on a file

Who receives emails in a project or workspace?

Editing a contact's information

How to remove someone as a participant from a Project or Workspace

Removing a participant from a Workspace

How to track time on desktop and the mobile app's stopwatch feature so you can automatically calculate billable hours

Using the time tracker on Desktop and the Mobile App

A list of HoneyBook tools that might be helpful when managing rescheduled Projects

Tools to help with client rescheduling

Here's what to do in HoneyBook when a client needs to reschedule their project

What to do when a client reschedules

Here's what to do in HoneyBook when a client cancels their project

What to do when a client cancels

Deleting a workspace

How to remove an individual project from your pipeline

Deleting or archiving a project

How to move a project from an archived state to an active project stage

Un-archiving a project

Marika Tabilio

MacKenzie Hughes

Elli Neeld

Projects & workspaces

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