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My Workflow
Understanding Projects, Workspaces, Contact Forms, and Workflows in HoneyBook
48 articles in this collection
Written by
Marika Tabilio
Projects & Workspaces
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 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 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 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 over a week ago
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 & Workflows
Workflow FAQ and Set Up Guide
How to set up automated Workflows in HoneyBook
Written by
Marika Tabilio
Updated over a week ago
Understanding Workflow Triggers
Understanding what's possible when setting up your Workflow Triggers
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
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
Gift Cards
Understanding & creating gift cards in HoneyBook
How to create and manage gift cards in HoneyBook, so clients can buy now and redeem later!
Written by
Marika Tabilio
Updated over a week ago
Understanding gift card regulations, and creating your terms & conditions
Understanding the laws around selling gift cards, and how to use them to create your gift card terms & conditions
Written by
Marika Tabilio
Updated over a week ago
Promoting gift cards to your clients
How to entice your clients to purchase gift cards in an authentic way
Written by
Marika Tabilio
Updated over a week ago
Sharing & tracking the status of your gift cards
How and where to share the gift cards you create in HoneyBook, and how to track the status of cards that people are interested in!
Written by
Marika Tabilio
Updated over a week ago
Your clients’ experience buying and redeeming gift cards
Understanding how your leads & clients find and purchase gift cards for your business, and how they can redeem them in the future
Written by
Marika Tabilio
Updated over a week ago
Deactivating a gift card
How to deactivate a gift card you've created and shared
Written by
Marika Tabilio
Updated over a week ago