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My Workflow
Understanding process-building, projects, workspaces, contact forms, and automations in HoneyBook
55 articles in this collection
Written by
Marika Tabilio,
Elli Neeld,
and
MacKenzie Hughes
Projects & workspaces
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 this week
Understanding and using project dates
How to consider using project dates with your business and the impact it will have in different areas of your account.
Written by
MacKenzie Hughes
Updated over a week ago
Finding your projects in HoneyBook
How to locate a project workspace using the search tool or your project pipeline
Written by
Marika Tabilio
Updated this week
Organizing and prioritizing your projects
Best practices for using your HoneyBook pipeline, filters, and stages to stay organized, so nothing slips through the cracks
Written by
MacKenzie Hughes
Updated over a week ago
Understanding and customizing the project pipeline
All about pipeline stages and how to customize the pipeline to fit your business's needs
Written by
Marika Tabilio
Updated this week
Bulk updating projects through the project pipeline
How to move, delete, archive, or send an email to multiple projects at once via your project pipeline
Written by
Marika Tabilio
Updated this week
Understanding workspaces
Answering the age-old question: what is a workspace in HoneyBook?
Written by
Marika Tabilio
Updated over a week ago
Creating and searching for a related workspace
How to create or search for a workspace within a project
Written by
Marika Tabilio
Updated over a week ago
Adding a participant to a project
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 this week
Understanding project participant roles
All about the different capabilities of client, collaborator, and team member participants
Written by
Elli Neeld
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
Using the time tracker on Desktop and the Mobile App
How to track time on desktop and the mobile app's stopwatch feature so you can automatically calculate billable hours
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 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
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 this week
Un-archiving a project
How to move a project from an archived state to an active project stage
Written by
Marika Tabilio
Updated over a week ago
Contact forms & automations
What are automations?
Understanding what automations are, how they're activated, and how to use them!
Written by
Marika Tabilio
Updated over a week ago
Automating the booking process
How to send contracts and invoices to your clients through automations
Written by
Elli Neeld
Updated over a week ago
Understanding the HoneyBook contact form's hot prospect & fantastic lead notifications
How the contact form can help you quickly qualify valuable leads for your business
Written by
Elli Neeld
Updated over a week ago
Understanding automation actions & triggers
Understanding what's possible when setting up your automation actions & triggers
Written by
Marika Tabilio
Updated over a week ago
Automations set-up guide
How to set up automations in HoneyBook
Written by
Marika Tabilio
Updated over a week ago
Activating an automation via contact form submission
How to automatically activate an automation when a contact form inquiry is received
Written by
Marika Tabilio
Updated over a week ago
Activating an automation manually in a project
How to manually activate an automation by applying it to an individual project
Written by
Marika Tabilio
Updated over a week ago
Editing or removing activated automations
How to edit or remove an automation that is currently running in a project
Written by
Marika Tabilio
Updated over a week ago
Why is my automation not working?
How to troubleshoot if a HoneyBook automation 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
What's the difference between smart files and automations?
Understanding the differences between smart files, automations, and how to use the two together
Written by
Elli Neeld
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
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 / sharing your contact form
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
Process-building
Translating your process into HoneyBook
Use this guide to easily match your external processes to HoneyBook's tools
Written by
MacKenzie Hughes
Updated over a week ago
Managing leads in HoneyBook
All about how to source, capture, nurture, and convert leads
Written by
Elli Neeld
Updated yesterday
Gathering and sharing testimonials
How to use HoneyBook's tools to source and share success stories
Written by
Elli Neeld
Updated this week
Tasks
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
Understanding and using the tasks tool
How to manage your task list in HoneyBook
Written by
Marika Tabilio
Updated over a week ago