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Getting Started
Getting Started
Setting up your account to get started with HoneyBook
23 articles in this collection
Written by
Marika Tabilio
and
MacKenzie Hughes
Getting started with HoneyBook
Everything you need to know to hit the ground running with HoneyBook
Written by
MacKenzie Hughes
Updated over a week ago
HoneyBook FAQ
Answers to your most burning HoneyBook questions
Written by
Marika Tabilio
Updated over a week ago
Customizing your HoneyBook account
How to update your company and personal information
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
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 Custom Domains with HoneyBook
Learning the value of white labeling your client facing URLs, the technical language of domains, and how to use Custom Domains in HoneyBook.
Written by
MacKenzie Hughes
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
Creating and sending files in HoneyBook
How to send an Invoice, Contract, Proposal, Brochure, Questionnaire, or Timeline to your client
Written by
Marika Tabilio
Updated over a week ago
Using Templates
Understanding the types of Templates that are available and how to create them
Written by
Marika Tabilio
Updated over a week ago
How much does HoneyBook cost?
Understanding the price of a HoneyBook membership
Written by
MacKenzie Hughes
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
Available features on HoneyBook web and mobile apps
Comparing the available features on HoneyBook desktop web, mobile apps, and mobile web
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
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
Coronavirus & your business
A compilation of resources to help you and your business navigate the coronavirus outbreak
Written by
Marika Tabilio
Updated over a week ago
Clients & Creatives
Clients & Creatives FAQ
All you need to know about adding contacts to your Contacts or Creatives lists
Written by
Marika Tabilio
Updated over a week ago
Your clients' HoneyBook experience
How to personalize the login screen for the Client Portal, your custom URL sharing options, and your client’s experience using HoneyBook.
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 your HoneyBook Contacts or Creatives list
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