Getting Started

Setting up your account to get started with HoneyBook

22 articles in this collection
Written by Marika Tabilio

Getting started with HoneyBook

Everything you need to know to hit the ground running with HoneyBook

Written by Marika Tabilio
Updated over a week ago

HoneyBook FAQ

Answers to your most burning HoneyBook questions

Written by Marika Tabilio
Updated over a week ago

Customizing your HoneyBook account

How to update your company and personal information

Written by Marika Tabilio
Updated over a week ago

Customizing lead sources

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

Written by Marika Tabilio
Updated over a week ago

Uploading your company logo and brand imagery

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

Written by Marika Tabilio
Updated over a week ago

Using your image and file Library

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

Written by Marika Tabilio
Updated over a week ago

Image sizing guidelines

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

Written by Marika Tabilio
Updated over a week ago

Creating and sending files in HoneyBook

How to send an Invoice, Contract, Proposal, Brochure, Questionnaire, or Timeline to your client

Written by Marika Tabilio
Updated over a week ago

Using Templates

Understanding the types of Templates that are available and how to create them

Written by Marika Tabilio
Updated over a week ago

How much does HoneyBook cost?

Understanding the price of a HoneyBook membership

Written by Marika Tabilio
Updated over a week ago

Are there any live training sessions or webinars I can attend?

Understanding what training is available to you when you're getting started with HoneyBook

Written by Marika Tabilio
Updated over a week ago

Available features on HoneyBook web and mobile apps

Comparing the available features on HoneyBook desktop web, mobile apps, and mobile web

Written by Marika Tabilio
Updated over a week ago

HoneyBook Glossary

An overview of HoneyBook's terminology and icons

Written by Marika Tabilio
Updated over a week ago

HoneyBook's free account migration service

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

Written by Marika Tabilio
Updated over a week ago

Coronavirus & your business

A compilation of resources to help you and your business navigate the coronavirus outbreak

Written by Marika Tabilio
Updated this week

Clients & Creatives

Clients & Creatives FAQ

All you need to know about adding contacts to your Contacts or Creatives lists

Written by Marika Tabilio
Updated over a week ago

Your clients' HoneyBook experience

How to customize and use the Client Portal, and what your clients experience when you communicate through HoneyBook

Written by Marika Tabilio
Updated over a week ago

Adding existing clients and files from another system into HoneyBook

How to transfer important information into your HoneyBook account

Written by Marika Tabilio
Updated over a week ago

Importing your Google contacts

How to pull contacts from your Gmail account into HoneyBook

Written by Marika Tabilio
Updated over a week ago

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

What your clients and fellow vendors experience when you add them to your HoneyBook Contacts or Creatives list

Written by Marika Tabilio
Updated over a week ago

Adding private notes on a contact

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

Written by Marika Tabilio
Updated over a week ago

Starring a Creative contact

What happens when you star a Creative contact

Written by Marika Tabilio
Updated over a week ago