HoneyBook

Defining the terms HoneyBook uses for workflows.

Glossary: Workflows

Learn about lead and contact forms, automations, emails, and tasks in HoneyBook

Workflows

Everything you need to know about building a lead form and how to make a lead form into your own

Create and customize a lead form

Manage link preview, automation, and submission settings for your lead form

Configure a lead form's settings

How to add a digital product to a lead form, so leads can get access to the link once they pay

Add digital products to lead forms

All about publishing and sharing lead forms; plus how to publish changes to, or deactivate, a live form

Publish or deactivate a lead form

How to activate an automation via lead form submission

Connect lead forms and automations

Answers to commonly asked questions around how lead forms work and how to sell digital products on HoneyBook.

Lead form functionality and digital product FAQs

Lead Forms

How to create a form for leads to answer questions and schedule a call, with no back-and-forth

Make a lead form for introductory calls

How to create a lead form that captures and qualifies potential clients

Make a lead form for new inquiries

How to create a form that allows anyone to buy your digital products (like ebooks).

Make a lead form to sell digital products

How to use lead forms to promote your brand and schedule potential clients to be speakers.

Make a lead form for speaking engagements

How to create a form that allows anyone to book time to power through focused projects

Make a lead form for VIP days

Create a lead form that lets clients schedule, sign a contract, pay, and book a mini session in one step

Make a lead form for mini sessions

How to create a lead form that allows anyone to select services, schedule, and pay, all in one place

Make a lead form for instant booking

How to create a lead form for instant scheduling & payment

Make a lead form for one-time consultations

Use Cases for Lead Forms

Get your lead forms onto your business’s website by embedding it.

How to embed a lead form on your business's site

Get your lead forms onto your Squarespace website by embedding it.

How to embed a lead form on a Squarespace website

Get your lead forms onto your Wix website by embedding it.

How to embed a lead form on a Wix website

Embed Lead Forms in Your Website

How to create, edit, and publish a contact form

How to create a contact form

Answers to frequently-asked questions about contact forms

FAQ: Contact forms

How to copy and share your contact form's direct link

How to share your contact form through a direct link

How to ask for client pronouns in your contact form and questionnaires, and how to add your own to your email signature

How to ask for and share pronouns

What to do if your contact form isn't showing up on your Squarespace website

Why is the contact form not appearing on my Squarespace site?

Contact Forms

All about adding your HoneyBook contact form to your Weebly site

How to embed your contact form on a Weebly website

All about adding your HoneyBook contact form to your WordPress site

How to embed your contact form on a WordPress.org website

All about adding your HoneyBook contact form to your Pixieset site

How to embed your contact form on a Pixieset website

All about adding your HoneyBook contact form to your GoDaddy site

How to embed your contact form on a GoDaddy website

All about adding your HoneyBook contact form to your Showit site

How to embed your contact form on a Showit website

All about adding your HoneyBook contact form to your Zenfolio site

How to embed your contact form on a Zenfolio website

All about adding your HoneyBook contact form to your Wix site

How to embed your contact form on a Wix website

All about adding your HoneyBook contact form to your Squarespace site

How to embed your contact form on a Squarespace website

Instructions for embedding your contact form

How to embed your contact form on your business website

Embed Contact Forms in Your Website

How to use HoneyBook's tools to source and share success stories.

Gather and share testimonials

Automations

All about creating and activating an automation

How to create an automation

Learn about every trigger, action, wait, and condition available in HoneyBook Automations 2.0 — and when to use each one

HoneyBook Automations 2.0: Triggers, actions, waits, and conditions

How to use the Activity tab to keep track of your active automations

How to keep track of automation runs

Answers to frequently-asked questions about automations

FAQ: Automations

How to branch your automations with if/then logic

Add conditional logic to your automations

Steps to take if your automation isn't running in projects

What to do if your automation isn't triggering

What you need to know about Automations 2.0

Getting started guide: Automations 2.0

All about configuring an automation with a manual trigger, and how to manually start it in a project

How to manually trigger an automation in a project

All about building this logic in the new automations builder

How to automatically trigger actions leading up to a project date

How to run a test automation to preview the client experience

Run a test automation

What projects will have this type, and what it means for your automations

Understanding the "Other" project type in your automations

How to automatically create a new project in HoneyBook when someone schedules a meeting in Acuity

Use Acuity in your automations

Learn about using the AI automations builder to create workflows for your business by chatting with HoneyBook’s AI.

Use the AI automations builder

Automations 2.0

Manage your to-do list for tasks that aren't tied to a project, and use the status and assignee filters to control what you see on your “Task management” page

Manage tasks that aren't related to projects in HoneyBook

How to access your task list, add tasks, and receive notifications for tasks through the iOS and Android apps

Add tasks using the mobile app

Answers to commonly asked questions around tasks in HoneyBook.

FAQ: Tasks

Work efficiently with your clients and collaborators by assigning them tasks and reminders in the project workspace

Assign tasks in a project

Tasks

How to customize what projects show in your pipeline

Navigate, sort by, and filter projects in your pipeline

Learn how to set up and manage your HoneyBook pipeline — including stages, custom views, automations, and the project table — to match your business process

Customize your pipeline in HoneyBook

How to reschedule a project

Three steps to update a cancelled project in HoneyBook

What to do when a client cancels

Learn how to use bulk actions in HoneyBook to move, delete, archive, tag, email, or update multiple projects at once

Bulk actions in HoneyBook: Update multiple projects at once

Troubleshooting if you receive an error message bulk updating projects

What to do if you can't bulk update projects

Easily manage your leads with HoneyBook’s automated monthly cleanup. Review inactive leads, archive with context, and track conversion trends—all from your pipeline.

Keep your pipeline clean with automated monthly cleanups

Manage HoneyBook projects with the Kanban board. Drag and drop project cards by stage, customize card details, and track your pipeline visually

Manage your projects visually with Kanban

Pipeline

Get your business set up in HoneyBook and create a repeatable flow of work with process mapping.

Set up your business process in HoneyBook

Answers to commonly asked questions around mapping your services, building a process map, and adding steps to your process.

FAQ: Process mapping

Process Mapping

All about how to install and use HoneyBook Extend

How to use the HoneyBook Chrome extension for Gmail

Chrome Extension

Learn how email sending, routing, visibility, notifications, multi-company behavior, and domain authentication work across HoneyBook

Master email communication in HoneyBook

Learn how to send emails in HoneyBook, choose your sender, manage recipients, and track delivery status across devices

Send emails in HoneyBook

Learn how to create and customize reusable email templates and a custom email signature in HoneyBook — and how to embed images, add attachments, and use smart fields to personalize…

Create and customize email templates and signatures in HoneyBook

Learn how to schedule emails or smart files in HoneyBook and add meeting slots so clients can book sessions right from your emails

Schedule emails and add meeting slots in HoneyBook

Learn how HoneyBook email tracking works, why statuses may be inaccurate, and how to fix emails showing the wrong client name

Understand HoneyBook email status tracking and common issues

Learn how to prevent HoneyBook emails from going to spam by improving reputation, optimizing content, and checking domain health

Prevent HoneyBook emails from going to spam

Learn how to set up DKIM, SPF, and DMARC records with your domain provider to improve HoneyBook email deliverability

Set up DKIM, SPF, and DMARC records to improve HoneyBook email deliverability

Learn how to use the HoneyBook domain tester to find and fix SPF or DKIM errors that impact email deliverability

Use the HoneyBook domain tester to fix SPF and DKIM errors

Learn how to fix the “SPF record not found” error in HoneyBook by adding an SPF record in your domain provider’s DNS settings

Fix the “SPF record not found” error in HoneyBook

Learn how to fix the “Invalid SPF record syntax” error in HoneyBook by correcting your SPF record in your domain provider’s DNS

Fix the “Invalid SPF record syntax” error in HoneyBook

Learn how to fix the “Unknown SPF issue” error in HoneyBook by reviewing and updating your SPF record in your domain provider’s DNS

Fix the “Unknown SPF issue” error in HoneyBook

Learn how to fix the “Invalid DKIM” error in HoneyBook by updating your DKIM record through your email and domain provider settings

Fix the “Invalid DKIM” error in HoneyBook

Learn how to fix the “DKIM not signed” error in HoneyBook by enabling and adding DKIM records in your email and domain provider settings

Fix the “DKIM not signed” error in HoneyBook

Everything you need to manage email in HoneyBook—sending messages, tracking delivery, using multiple companies, and fixing SPF, DKIM, and DMARC issues. Learn how emails appear in projects, who receives notifications, and how to keep your messages out of spam.

Emails

The key differences in the functionalities and use cases for forms and files

Understanding the differences between lead forms, contact forms, and smart files

More on Workflows

Community

Blog

Independent Business Podcast

Pros Marketplace

Free File Setup

Connect with the Community

Find answers and get help from Intercom Support and Community Experts

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