HoneyBook

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

Getting started with HoneyBook

How you'll work with an Onboarding Specialist to get set up for success in HoneyBook

All about the Onboarding Specialist services

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

An overview of HoneyBook's terminology and icons

HoneyBook glossary

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?

MacKenzie Hughes

Elli Neeld

Marika Tabilio

Setting up your account to get started with HoneyBook

Getting Started

How to update your company and personal information

Customizing your HoneyBook account

Add your business logo, colors, images, and other assets to your HoneyBook account for easy access

Uploading your company logo and brand imagery

Upload all of your frequently used images and files to an easy-to-access gallery in HoneyBook

Using your image and file library

Best practices for sizing images in your HoneyBook files and more!

Image sizing guidelines

Add or edit your lead sources to fit your brand and track your inquiries

Customizing lead sources

Setting up your account

How to find, create, save, and use templates of your smart files

All about smart templates

Navigating and understanding the contents of your home page dashboard

Your HoneyBook home page

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

Using keyboard shortcuts in HoneyBook

Understanding the basics

What your clients see when they click the client portal link and log in to the portal

Your clients' experience with the client portal

How to personalize and share your client portal

Customizing and sharing your client portal login

How to transfer important information into your HoneyBook account

Adding existing clients and files from another system into HoneyBook

How to pull contacts from your Gmail account into HoneyBook

Importing your Google contacts

What your clients and fellow vendors experience when you add them to HoneyBook

When I add a contact, will it send them a notification?

Keep track of your thoughts regarding events or clients with private notes

Adding private notes on a contact

What happens when you star a Creative contact

Starring a Creative contact

Clients & Creatives

Find answers and get help from Intercom Support and Community Experts

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