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Getting Started
Getting Started
Learn how to move your business to HoneyBook—set up, import, invite, and get paid quickly
32 articles
Choose the best HoneyBook plan for your business
Ways to learn HoneyBook: Webinars, Academy, Community, and Pros
HoneyBook beginner’s glossary: Terms you should know
How to get help and contact HoneyBook Support
Getting started with HoneyBook
Manage a HoneyBook Pro’s access to your account
Account Settings and Personalization
Personalize your HoneyBook profile with branding assets
Automatically import your company branding
Set up your bank account to get paid through HoneyBook
Image sizing guidelines
Move Your Business to HoneyBook
Get help importing your business documents into HoneyBook
Connect your email address to your HoneyBook account
Sync your personal calendar with HoneyBook
Add a team member to your HoneyBook account
HoneyBook Integrations: Connect with popular small business tools
Getting Started with Projects, Templates, and Invoices
Create your first project
Beginner’s guide to invoicing in HoneyBook
Templates vs. Smart Files: What's the difference?
Create an email template
Getting Started Managing Client Relationships
Customize your lead sources
8 steps to get set up for CRM success
Managing clients in HoneyBook
Manage your leads in HoneyBook
Add your contacts, leads, and existing clients to HoneyBook
Getting Started with Contracts
Getting started with contracts
Elevate your clients’ e-signature experience
How to boost booking efficiency with automations
Home Page and Search Bar
Homepage and search bar FAQs
How to use the search bar
The homepage payments widgets
About your HoneyBook homepage
Navigate the Files tab