My Workflow

Understanding Projects, Workspaces, Contact Forms, and Automations in HoneyBook

Marika Tabilio avatar MacKenzie Hughes avatar
53 articles in this collection
Written by Marika Tabilio and MacKenzie Hughes
Projects & Workspaces

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.
MacKenzie Hughes avatar
Written by MacKenzie Hughes
Updated over a week ago

Understanding the Project Pipeline

Easily keep track of each Project's status in HoneyBook
Marika Tabilio avatar
Written by Marika Tabilio
Updated over a week ago

Customizing your Pipeline stages

Add Project statuses that fit your business needs
Marika Tabilio avatar
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
Marika Tabilio avatar
Written by Marika Tabilio
Updated over a week ago

Understanding Workspaces

Answering the age-old question: what is a Workspace in HoneyBook?
Marika Tabilio avatar
Written by Marika Tabilio
Updated over a week ago

Adding a new project

How to add a project to your HoneyBook pipeline
Marika Tabilio avatar
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
Marika Tabilio avatar
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.
Marika Tabilio avatar
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
Marika Tabilio avatar
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
Marika Tabilio avatar
Written by Marika Tabilio
Updated over a week ago

Editing a contact's information

How to update a client's contact details
Marika Tabilio avatar
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
Marika Tabilio avatar
Written by Marika Tabilio
Updated over a week ago

Understanding and using the Tasks tool

How to manage your task list in HoneyBook
Marika Tabilio avatar
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
Marika Tabilio avatar
Written by Marika Tabilio
Updated over a week ago

Deleting a task

How to remove a task from a Project or your task list
Marika Tabilio avatar
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
Marika Tabilio avatar
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
Marika Tabilio avatar
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
Marika Tabilio avatar
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
Marika Tabilio avatar
Written by Marika Tabilio
Updated over a week ago

Deleting a Workspace

How to remove a Workspace from a Project
Marika Tabilio avatar
Written by Marika Tabilio
Updated over a week ago

Deleting or archiving a Project

How to remove an individual Project from your Pipeline
Marika Tabilio avatar
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
Marika Tabilio avatar
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!
Marika Tabilio avatar
Written by Marika Tabilio
Updated over a week ago

Understanding Automation Actions & Triggers

Understanding what's possible when setting up your Automation Actions & Triggers
Marika Tabilio avatar
Written by Marika Tabilio
Updated over a week ago

Automations Set-Up Guide

How to set up Automations in HoneyBook
Marika Tabilio avatar
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
Marika Tabilio avatar
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
Marika Tabilio avatar
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
Marika Tabilio avatar
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
Marika Tabilio avatar
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
Marika Tabilio avatar
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
Marika Tabilio avatar
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!
Marika Tabilio avatar
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
Marika Tabilio avatar
Written by Marika Tabilio
Updated over a week ago

Deleting a Contact Form

Removing a Contact Form from use on your website and HoneyBook
Marika Tabilio avatar
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
Marika Tabilio avatar
Written by Marika Tabilio
Updated yesterday
Embedding / sharing your Contact Form

Embedding your Contact Form

How to install your Contact Form on some of the most commonly used websites
Marika Tabilio avatar
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
Marika Tabilio avatar
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
Marika Tabilio avatar
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
Marika Tabilio avatar
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
Marika Tabilio avatar
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
Marika Tabilio avatar
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
Marika Tabilio avatar
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
Marika Tabilio avatar
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
Marika Tabilio avatar
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
Marika Tabilio avatar
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
Marika Tabilio avatar
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
Marika Tabilio avatar
Written by Marika Tabilio
Updated over a week ago