HoneyBook

9 simple steps to get your new account set up for success

Getting started with HoneyBook

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

HoneyBook's free file transformation service

Answers to your most burning HoneyBook questions

HoneyBook FAQ

A glossary of terms HoneyBook uses for getting started on the platform.

Terms for Getting Started

Understanding what training is available to you when you're getting started with HoneyBook

Are there any live training sessions or webinars I can attend?

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 your 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 source options

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

Setting Up Your Account

Speed things up! Command + K to search, Shift + N to create a project, and more!

Using keyboard shortcuts in HoneyBook

Understanding the Basics

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

Creating your first invoice

Learn what goes into creating a professional invoice on HoneyBook

HoneyBook Basics: How to Create and Send a Professional Invoice

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

How to set up late fees

How to allow your clients the option to add a tip to their payments

How to let clients add a tip to your invoices

Get definitions for the terms used when creating, sharing, and working with invoices

Invoice glossary and terminology

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

How to 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

Managing leads in HoneyBook

Getting Started Managing Client Relationships

How to create and share your first contract

Getting started with contracts

Steps you can take to create a seamless contracting flow

How to elevate your clients’ e-signature experience

All about sending contracts and invoices to your clients through automations

How to boost booking efficiency with automations

Getting Started with Contracts

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

Home page and search bar FAQs

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

How to use the search bar

Learn how to read your home page's payments widget, and get a summary of this month's payments and payment statuses.

The home page payments widget

Get an overview of the contents in your home page, from managing leads and your calendar, to checking project activity, notes, and payments.