Help Center | HoneyBook

Getting Started

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

35 articles

Choose the best HoneyBook plan for your business

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

HoneyBook beginner’s glossary: Terms you should know

How to get help and contact HoneyBook Support

Getting started with HoneyBook

Manage a HoneyBook Pro’s access to your account

Getting started checklist

HIPAA compliance and HoneyBook

Account Settings and Personalization

Personalize your HoneyBook profile with branding assets

Automatically import your company branding

Set up your bank account to get paid through HoneyBook

Image sizing guidelines

Move Your Business to HoneyBook

Get help importing your business documents into HoneyBook

Connect your email address to your HoneyBook account

Sync your personal calendar with HoneyBook

Add a team member to your HoneyBook account

HoneyBook Integrations: Connect with popular small business tools

Add your contacts, leads, and existing clients to HoneyBook

Get Started with Projects, Templates, and Invoices

Create your first project

Beginner’s guide to invoicing in HoneyBook

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

Create an email template

Beginner's guide to creating contracts

Start Managing Client Relationships

Customize your lead sources

8 steps to get set up for CRM success

Manage your client relationships in HoneyBook

Manage your leads in HoneyBook

Start automating your booking process in HoneyBook

Elevate your clients’ e-signature experience