HoneyBook

Set yourself up for success by setting up your account to get started using HoneyBook's platform to manage your business.

Getting started with HoneyBook

Compare pricing plan tiers and choose the one that fits your business needs.

Choose the right HoneyBook plan for your business

Level up your HoneyBook skills with our webinars, Academy walkthroughs, and Community discussions.

Learn how to use HoneyBook with webinars, Academy, Community, and Pros

A guide to some of the most common terms you’ll see while using HoneyBook.

Beginner's Glossary

How to get help

Set up your account and get started with HoneyBook

Getting Started

Add your business logo, colors, images, and other assets to your HoneyBook account so they can be used in your company files and materials

Set company logo and brand imagery

Use the right size for your images so they don't stretch, compress, clip, or don't fill up the entire image field.

Image sizing guidelines

Adjust your lead source options to best describe where they're coming from, and learn where they appear in your projects.

Customize your lead sources

Get your HoneyBook account set up to get paid, learn about tracking your payments, and find out what you should do next.

Set up your account to get paid

We'll help you get started by transferring your existing contracts, pricing, and questionnaires into HoneyBook for you!

HoneyBook's free file transformation service

How to manage a Pro's access to your account during and after your work with them.

Manage a HoneyBook Pro’s access to your account

Setting Up Your Account

Command + K to search, Shift + N to create a project, and more

Keyboard shortcuts in HoneyBook

Understanding the Basics

Get your first invoice up and running so you can start collecting payments.

Create your first invoice

Learn what goes into creating a professional invoice on HoneyBook

HoneyBook Basics: How to Create and Send a Professional Invoice

How to add a late fee to payments and how late fees help you get paid on time.

Set up late fees

How to allow your clients to add gratuity to their payments.

Let clients add a tip

How to discount a dollar amount or percentage of the invoice subtotal.

Add a discount to an invoice

Getting Started with Invoices

How to start growing your client relationships in HoneyBook

8 steps to get set up for CRM success

All about how to manage and grow your client relationships

Managing clients in HoneyBook

All about how to source, capture, nurture, and convert leads

Manage your leads in HoneyBook

Getting Started Managing Client Relationships

Create and share your first contract so you can get going on your first project in HoneyBook.

Getting started with contracts

Make your contract experience as seamless as possible for your clients so they feel comfortable working with you.

Elevate your clients’ e-signature experience

Send invoices and contracts to your clients using automations so you spend less time doing the admin work and more time doing the fun stuff.

How to boost booking efficiency with automations

Getting Started with Contracts

Answers to commonly asked questions around the homepage's features and how the search bar works.

Homepage and search bar FAQs

Search for projects, files, and contacts from the navigation menu.

How to use the search bar

Learn how to read the homepage's two payments widgets to get a summary of this month's payments and payment statuses.

The homepage payments widgets

Get an overview of the homepage and how you can customize it to meet your needs.

About your HoneyBook homepage

What you can expect to get from the Files tab and what info you'll find in it.

Navigate the Files tab

Home Page and Search Bar

Community

Academy

Webinars

Blog

Independent Business Podcast

Pros Marketplace

Free File Setup

Connect with the Community

The Academy

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company.

Tickets portal.

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