Help Center | HoneyBook

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Getting Started

Getting Started

Set up your account and get started with HoneyBook

33 articles

Choose the right HoneyBook plan for your business

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

Beginner's glossary

How to get help and contact HoneyBook Support

Getting started with HoneyBook

Account Settings and Personalization

Add your company logo, brand imagery, and profile photo

Automatically import your company branding

How to get paid in HoneyBook (bank setup guide)

Image sizing guidelines

Manage a HoneyBook Pro’s access to your account

Move Your Business to HoneyBook

Import your business's existing documents, brochures, questionnaires, and more

Connect your email address to HoneyBook

Connect your personal calendar to HoneyBook

Add a team member to your company in HoneyBook

HoneyBook Integrations: Connect with popular small business tools

Getting Started with Invoices

Create your first invoice

HoneyBook Basics: How to Create and Send a Professional Invoice

Set up late fees

Let clients add a tip

Add a discount to an invoice

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