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Connect with the Community
The Academy
English
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English
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Getting Started
Getting Started
Set up your account and get started with HoneyBook
30 articles
Getting started with HoneyBook
HoneyBook's free file transformation service
HoneyBook FAQ
HoneyBook glossary
Are there any live training sessions or webinars I can attend?
Setting Up Your Account
Customizing your HoneyBook account
Uploading your company logo and brand imagery
Using your image and file Library
Image sizing guidelines
Customizing lead sources
Set up your account to get paid
Understanding the Basics
Your HoneyBook home page
Using keyboard shortcuts in HoneyBook
The home page payments widget
Getting Started with Invoices
Creating your first invoice
HoneyBook Basics: How to Create and Send a Professional Invoice
How to set up late fees
How to let clients add a tip to your invoices
Invoice glossary and terminology
How to add a discount to an invoice
Getting Started Managing Client Relationships
8 steps to get set up for CRM success
Managing clients in HoneyBook
Managing leads in HoneyBook
Getting Started with Contracts
Getting started with contracts
How to elevate your clients’ e-signature experience
How to boost booking efficiency with automations
Clients & Creatives
Adding existing clients and files from another system into HoneyBook
When I add a contact, will it send them a notification?
Adding private notes on a contact
Starring a preferred vendor