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Getting Started
Getting Started
Set up your account and get started with HoneyBook
25 articles
Getting started with HoneyBook
HoneyBook's free file transformation service
Terms for Getting Started
Get live training with a HoneyBook webinar
Navigate the Files tab
Setting Up Your Account
Set your company logo and brand imagery
Image sizing guidelines
Customize your lead source options
Set up your account to get paid
Understanding the Basics
Use keyboard shortcuts in HoneyBook
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
8 steps to get set up for CRM success
Managing clients in HoneyBook
Manage your leads in 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
Home page and search bar FAQs
How to use the search bar
The home page payments widget
About your HoneyBook home page