All Collections
My Workflow
Understanding process-building, projects, workspaces, contact forms, and automations in HoneyBook



Adding a new project
Manually adding a new inquiry
Understanding and using project dates
Finding your projects in HoneyBook
Organizing and prioritizing your projects
Understanding and customizing the project pipeline
Bulk updating projects through the project pipeline
Understanding workspaces
Creating and searching for a related workspace
Adding a participant to a project
Understanding project participant roles
Who receives emails in a project or workspace?
Editing a contact's information
Removing a participant from a Workspace
Using the time tracker on Desktop and the Mobile App
Tools to help with client rescheduling
What to do when a client reschedules
What to do when a client cancels
Deleting a workspace
Deleting or archiving a project
Un-archiving a project
What are automations?
Automating the booking process
Understanding priority lead insights
Understanding automation actions & triggers
Automations set-up guide
Activating an automation via contact form submission
Activating an automation manually in a project
Editing or removing activated automations
Why is my automation not working?
Using the HoneyBook contact form
What's the difference between smart files and automations?
Assigning project types to contact form submissions
Understanding Google Spam Protection
Deleting a Contact Form
Using multiple contact forms
Embedding your contact form
Sharing your contact form via a direct link
Adding your Direct Link to Linktree
Installing the HoneyBook Contact Form on a GoDaddy website
Installing the HoneyBook Contact Form on a Pixieset website
Installing the HoneyBook Contact Form on a Showit website
Installing the HoneyBook Contact Form on a Squarespace website
Installing the HoneyBook Contact Form on a Weebly website
Installing the HoneyBook Contact Form on a Wix website
Installing the HoneyBook Contact Form on a WordPress website
Installing the HoneyBook Contact Form on a Zenfolio website
Can I use Contact Forms on different websites with different URLs?