My Workflow

Understanding the Project Pipeline

Easily keep track of each Project's status in HoneyBook

Written by Marika Tabilio
Updated over a week ago

Customizing your Pipeline stages

Add Project statuses that fit your business needs

Written by Marika Tabilio
Updated over a week ago

Bulk updating Project stages

How to move, delete, or archive multiple Projects at once

Written by Marika Tabilio
Updated over a week ago

Understanding Workspaces

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

Written by Marika Tabilio
Updated over a week ago

Adding a new Project

How to add a Project to your HoneyBook Pipeline

Written by Marika Tabilio
Updated over a week ago

Manually adding a new Inquiry

How to manually add a new Inquiry to your Project Pipeline

Written by Marika Tabilio
Updated over a week ago

Creating a related Workspace

How to create a new Workspace within a Project

Written by Marika Tabilio
Updated over a week ago

Adding a participant to a Project or Workspace

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

Written by Marika Tabilio
Updated over a week ago

Who receives emails in a Project or Workspace?

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

Written by Marika Tabilio
Updated over a week ago

Editing a contact's information

How to update a client's contact details

Written by Marika Tabilio
Updated over a week ago

Removing a participant from a Workspace

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

Written by Marika Tabilio
Updated over a week ago

Understanding and using the Tasks tool

How to manage your task list in HoneyBook

Written by Marika Tabilio
Updated over a week ago

Adding a task

How to add a task to a specific Project or your main task list

Written by Marika Tabilio
Updated over a week ago

Deleting a task

How to remove a task from a Project or your task list

Written by Marika Tabilio
Updated over a week ago

Using the time tracker

How to track and automatically calculate billable hours

Written by Marika Tabilio
Updated over a week ago

What to do when a client reschedules

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

Written by Marika Tabilio
Updated over a week ago

Tools to help with client rescheduling

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

Written by Marika Tabilio
Updated over a week ago

What to do when a client cancels

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

Written by Marika Tabilio
Updated over a week ago

Deleting a Workspace

How to remove a Workspace from a Project

Written by Marika Tabilio
Updated over a week ago

Deleting or archiving a Project

How to remove an individual Project from your Pipeline

Written by Marika Tabilio
Updated over a week ago

Workflow FAQ and Set Up Guide

How to set up automated Workflows in HoneyBook

Written by Marika Tabilio
Updated over a week ago

Why is my Workflow not working?

How to troubleshoot if a HoneyBook Workflow isn't functioning as expected

Written by Marika Tabilio
Updated over a week ago

Using the HoneyBook Contact Form

How to create and customize the HoneyBook Contact Form to automatically collect Inquiries

Written by Marika Tabilio
Updated over a week ago

Assigning Project Types to Contact Form submissions

How to ensure that every Inquiry received through your Contact Form has a Project Type assigned

Written by Marika Tabilio
Updated over a week ago

Converting to the new Contact Form builder

How to convert to the new Contact Form builder—and what to expect when you convert!

Written by Marika Tabilio
Updated over a week ago

Understanding Google Spam Protection

Understanding how Google's Spam Protection works with your HoneyBook Contact Form

Written by Marika Tabilio
Updated over a week ago

Customizing the HoneyBook Contact Form

How to create and customize a Contact Form in your HoneyBook account

Written by Marika Tabilio
Updated over a week ago

Deleting a Contact Form

Removing a Contact Form from use on your website and HoneyBook

Written by Marika Tabilio
Updated over a week ago

Using multiple Contact Forms

How many Contact Forms you can create, and how to work with multiple Contact Forms

Written by Marika Tabilio
Updated over a week ago

Embedding your Contact Form

How to install your Contact Form on some of the most commonly used websites

Written by Marika Tabilio
Updated over a week ago

Sharing your Contact Form via a Direct Link

How to share your beautifully-crafted Contact Form—with no embedding required

Written by Marika Tabilio
Updated over a week ago

Adding your Direct Link to Linktree

How to use your Linktree to collect leads right into HoneyBook

Written by Marika Tabilio
Updated over a week ago

Installing the HoneyBook Contact Form on a GoDaddy website

How to embed your Contact Form onto a GoDaddy site

Written by Marika Tabilio
Updated over a week ago

Installing the HoneyBook Contact Form on a Pixieset website

How to embed your Contact Form onto a Pixieset site

Written by Marika Tabilio
Updated over a week ago

Installing the HoneyBook Contact Form on a Showit website

How to embed your Contact Form onto a Showit site

Written by Marika Tabilio
Updated over a week ago

Installing the HoneyBook Contact Form on a Squarespace website

How to embed your Contact Form onto a Squarespace site

Written by Marika Tabilio
Updated over a week ago

Installing the HoneyBook Contact Form on a Weebly website

How to embed your Contact Form onto a Weebly site

Written by Marika Tabilio
Updated over a week ago

Installing the HoneyBook Contact Form on a Wix website

How to embed your Contact Form onto a Wix site

Written by Marika Tabilio
Updated over a week ago

Installing the HoneyBook Contact Form on a WordPress website

How to embed your Contact Form onto a WordPress site

Written by Marika Tabilio
Updated over a week ago

Installing the HoneyBook Contact Form on a Zenfolio website

How to embed your Contact Form onto a Zenfolio site

Written by Marika Tabilio
Updated over a week ago

Can I use Contact Forms on different websites with different URLs?

Using your Contact Form on multiple sites

Written by Marika Tabilio
Updated over a week ago