HoneyBook

Compare HoneyBook plans and choose the one that fits your business and feature needs and budget

Choose the best HoneyBook plan for your business

Explore HoneyBook's learning tools, from webinars to Academy walkthroughs and Community discussions

Ways to learn HoneyBook: Webinars, Academy, Community, and Pros

New to HoneyBook? This glossary helps new users understand tools, features, and common terms.

HoneyBook beginner’s glossary: Terms you should know

Find out how to get support through chat or email.

How to get help and contact HoneyBook Support

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

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

Just joined HoneyBook? This checklist walks you through the essential setup steps to get started smoothly.

Getting started checklist

Why HoneyBook isn't compliant with HIPAA and what tools you should check with to find out if they're HIPAA compliant.

HIPAA compliance and HoneyBook

Learn how to move your business to HoneyBook—set up, import, invite, and get paid quickly

Getting Started

Get an overview of the homepage and how you can customize it to meet your needs.

About your HoneyBook homepage

Learn how to read the homepage's two payments widgets to get a summary of this month's payments and payment statuses.

The homepage payments widgets

Search for projects, files, and contacts from the navigation menu.

How to use the search bar

Answers to commonly asked questions around the homepage's features and how the search bar works.

Homepage and search bar FAQs

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

Navigate the Files tab

Command + K to search, Shift + N to create a project, and more

Keyboard shortcuts in HoneyBook

Homepage and Navigation

Add your logo, brand imagery, and profile photo in HoneyBook to create a professional, on-brand client experience

Personalize your HoneyBook profile with branding assets

How to use the brand import tool to brand your HoneyBook account instantly

Automatically import your company branding

Set up your bank account in HoneyBook to start receiving payments quickly and securely from your clients

Set up your bank account to get paid through HoneyBook

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

Manage your company info, branding, and preferences to personalize your HoneyBook account.

Account Settings and Personalization

Easily upload and convert your business documents into HoneyBook using our free file transformation service

Get help importing your business documents into HoneyBook

Sync your email with HoneyBook so messages and files come from your business email automatically

Connect your email address to your HoneyBook account

Connect your Google, Apple, or Outlook calendar to HoneyBook to keep track of bookings, meetings, and projects—all in one place

Sync your personal calendar with HoneyBook

Set up your team for success—invite members to collaborate, assign roles, and manage projects together in HoneyBook

Add a team member to your HoneyBook account

Integrate tools you already use, like Quickbooks and Flodesk, with your HoneyBook account

HoneyBook Integrations: Connect with popular small business tools

Learn how to import your contacts into your HoneyBook account.

Add your contacts, leads, and existing clients to HoneyBook

Learn how to move your documents and team into HoneyBook to get your business up and running fast.

Move Your Business to HoneyBook

Learn the basics of creating your very first project in HoneyBook

Create your first project

Learn how to create and send your first invoice in HoneyBook—this guide walks you through one easy way to get started.

Beginner’s guide to invoicing in HoneyBook

Learn more about these two HoneyBook tools.

Templates vs. Smart Files: What's the difference?

Save time on communications by creating frequently-used email templates

Create an email template

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

Beginner's guide to creating contracts

Get Started with Projects, Templates, and Invoices

Track where your leads are coming from by customizing your lead sources.

Customize your lead sources

How to start growing your client relationships in HoneyBook

8 steps to get set up for CRM success

Learn how to manage clients in HoneyBook, from sending messages to staying organized across projects and communication.

Manage your client relationships in HoneyBook

All about how to source, capture, nurture, and convert leads

Manage your leads in HoneyBook

Automatically send invoices and contracts to your clients so you spend less time doing the admin work.

Start automating your booking process in HoneyBook

Make your contract experience as seamless as possible for your clients.

Elevate your clients’ e-signature experience

Start Managing Client Relationships

Community

Academy

Webinars

Blog

Independent Business Podcast

Pros Marketplace

Free File Setup

Connect with the Community

The Academy

Find answers and get help from Intercom Support and Community Experts

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