HoneyBook

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

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

HoneyBook's free file transformation service

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

Terms for Getting Started

Get trained on how to use your new HoneyBook account by getting a walkthrough with a product expert.

Get live training with a HoneyBook webinar

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

Navigate the Files tab

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

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 sources

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.

Use keyboard shortcuts in HoneyBook

Understanding the Basics

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

Create your first invoice

Learn what goes into creating a professional invoice on HoneyBook

HoneyBook Basics: How to Create and Send a Professional Invoice

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

Set up late fees

How to allow your clients to add gratuity to their payments.

Let clients add a tip

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

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

Manage your leads in HoneyBook

Getting Started Managing Client Relationships

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

Getting started with contracts

Make your contract experience as seamless as possible for your clients so they feel comfortable working with you.

Elevate your clients’ e-signature experience

Send invoices and contracts to your clients using automations so you spend less time doing the admin work and more time doing the fun stuff.

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.