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Getting Started
Getting Started
Setting up your account to get started with HoneyBook
20 articles in this collection
Written by
Marika Tabilio,
Elli Neeld,
and
MacKenzie Hughes
Getting started with HoneyBook
9 simple steps to get your new account set up for success
Written by
MacKenzie Hughes
Updated over a week ago
HoneyBook's free account migration service
We'll help you get started by transferring your existing contracts, pricing, and questionnaires into HoneyBook for you!
Written by
Marika Tabilio
Updated over a week ago
HoneyBook FAQ
Answers to your most burning HoneyBook questions
Written by
Marika Tabilio
Updated over a week ago
HoneyBook glossary
An overview of HoneyBook's terminology and icons
Written by
Marika Tabilio
Updated over a week ago
Are there any live training sessions or webinars I can attend?
Understanding what training is available to you when you're getting started with HoneyBook
Written by
Marika Tabilio
Updated over a week ago
Setting up your account
Customizing your HoneyBook account
How to update your company and personal information
Written by
Marika Tabilio
Updated over a week ago
Uploading your company logo and brand imagery
Add your business logo, colors, images, and other assets to your HoneyBook account for easy access
Written by
Marika Tabilio
Updated over a week ago
Using your image and file library
Upload all of your frequently used images and files to an easy-to-access gallery in HoneyBook
Written by
Marika Tabilio
Updated over a week ago
Image sizing guidelines
Best practices for sizing images in your HoneyBook files and more!
Written by
Marika Tabilio
Updated over a week ago
Customizing lead sources
Add or edit your lead sources to fit your brand and track your inquiries
Written by
Marika Tabilio
Updated over a week ago
Understanding the basics
All about smart templates
How to find, create, save, and use templates of your smart files
Written by
Elli Neeld
Updated over a week ago
Your HoneyBook home page
Navigating and understanding the contents of your home page dashboard
Written by
Marika Tabilio
Updated over a week ago
Using keyboard shortcuts in HoneyBook
Speed things up! Command + K to search, Shift + N to create a project, and more!
Written by
Marika Tabilio
Updated over a week ago
Clients & Creatives
Your clients' experience with the client portal
What your clients see when they click the client portal link and log in to the portal
Written by
Elli Neeld
Updated over a week ago
Customizing and sharing your client portal login
How to personalize and share your client portal
Written by
MacKenzie Hughes
Updated over a week ago
Adding existing clients and files from another system into HoneyBook
How to transfer important information into your HoneyBook account
Written by
Marika Tabilio
Updated over a week ago
Importing your Google contacts
How to pull contacts from your Gmail account into HoneyBook
Written by
Marika Tabilio
Updated over a week ago
When I add a contact, will it send them a notification?
What your clients and fellow vendors experience when you add them to HoneyBook
Written by
Marika Tabilio
Updated over a week ago
Adding private notes on a contact
Keep track of your thoughts regarding events or clients with private notes
Written by
Marika Tabilio
Updated over a week ago
Starring a Creative contact
What happens when you star a Creative contact
Written by
Marika Tabilio
Updated over a week ago