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