HoneyBook

Ways to learn HoneyBook

New to HoneyBook? This glossary helps new users understand tools, features, and common terms.

HoneyBook beginner’s glossary: Terms you should know

Learn how to reach our HoneyBook Support team by chat or email, or use our 24/7 support bot for quick answers anytime

Contact HoneyBook Support and get help

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

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

Just joined HoneyBook? This checklist walks you through the essential setup steps to get started smoothly.

Getting started checklist

Why HoneyBook isn't compliant with HIPAA and what tools you should check with to find out if they're HIPAA compliant.

HIPAA compliance and HoneyBook

Learn how to move your business to HoneyBook—set up, import, invite, and get paid quickly

Getting Started

All about the homepage and how you can customize it to meet your needs

About your HoneyBook homepage

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

How to use the search bar

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

Navigate the Files tab

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

Keyboard shortcuts in HoneyBook

Homepage and Navigation

Add your logo, brand imagery, and profile photo in HoneyBook to create a professional, on-brand client experience

Personalize your HoneyBook profile with branding assets

How to use the brand import tool to brand your HoneyBook account instantly

Automatically import your company branding

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

Manage your company info, branding, and preferences to personalize your HoneyBook account.

Account Settings and Personalization

Easily upload and convert your business documents into HoneyBook using our free file transformation service

Get help importing your business documents into HoneyBook

Sync your email with HoneyBook so messages and files come from your business email automatically

Connect your email address to your HoneyBook account

Connect your Google, Apple, or Outlook calendar to HoneyBook to keep track of bookings, meetings, and projects—all in one place

Sync your personal calendar with HoneyBook

Set up your team for success—invite members to collaborate, assign roles, and manage projects together in HoneyBook

Add a team member to your HoneyBook account

Integrate tools you already use, like Quickbooks and Flodesk, with your HoneyBook account

HoneyBook Integrations: Connect with popular small business tools

Learn how to add individual contacts or import a list of contacts, leads, and existing clients into HoneyBook from Google Contacts or a spreadsheet

Add and import contacts in HoneyBook

Learn how to move your documents and team into HoneyBook to get your business up and running fast.

Move Your Business to HoneyBook

Learn the basics of creating your very first project in HoneyBook

Create your first project

Learn more about these two HoneyBook tools.

Templates vs. Smart Files: What's the difference?

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

Beginner's guide to creating contracts

Get Started with Projects, Templates, and Invoices

Track where your leads are coming from by customizing your lead sources.

Customize your lead sources

How to start growing your client relationships in HoneyBook

8 steps to get set up for CRM success

Manage clients in HoneyBook—organize projects, communicate easily, and send automated referral requests to grow your business

Manage your client relationships in HoneyBook

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

Manage your leads in HoneyBook

Automatically send invoices and contracts to your clients so you spend less time doing admin work.

Start automating your booking process in HoneyBook

Make your contract experience as seamless as possible for your clients.

Elevate your clients’ e-signature experience

Start Managing Client Relationships

Community

Blog

Independent Business Podcast

Pros Marketplace

Free File Setup

Connect with the Community

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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