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Getting Started
Getting Started
Set up your account and get started with HoneyBook
26 articles
Getting started with HoneyBook
HoneyBook's free file transformation service
HoneyBook FAQ
Terms for Getting Started
Are there any live training sessions or webinars I can attend?
Setting Up Your Account
Set your company logo and brand imagery
Image sizing guidelines
Customize your lead source options
Set up your account to get paid
Understanding the Basics
Using keyboard shortcuts in HoneyBook
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
Home Page and Search Bar
Home page and search bar FAQs
How to use the search bar
The home page payments widget
About your HoneyBook home page