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Project Management
Learn about the project management tools available to you to track time, get notified, and lead successful projects
67 articles
Terms for Project Management
How to start working with a client
Set project dates
Tips to pick which projects to work on
How to take and manage project notes
Use the mobile app to take project notes
Add existing clients into HoneyBook
Hide a project from your pipeline
What to do with completed projects
Un-archive a project
Start or edit projects with the app
Project management FAQs
Delete a project
How to tag your projects and contacts
Import leads to your pipeline
About the HoneyBook Calendar
Sync your external calendar to HoneyBook
What syncs with your calendar integration
Fix a project not showing on your calendar
Sync your mobile calendar to HoneyBook
Fix a time zone issue
Change your calendar colors
Calendar FAQs
How to block time on your calendar
Use Google Meet through your calendar
Troubleshoot Scheduler issues
Share a scheduling link
How clients schedule sessions
Create a new session type
About scheduling
The different ways to share a session for scheduling
Scheduling FAQs
Schedule a meeting from the mobile app
Edit, delete, or duplicate a session
How the HoneyBook Scheduler compares to Calendly
Use priority lead notifications to qualify leads
Use the AI writing assistant for your emails
Use the AI meeting assistant for meeting notes
Use AI project recaps for meeting prep
What to do if you're not receiving priority lead notifications
AI Assistant FAQs
AI Assistant: Designed to protect your privacy
Use AI-generated notes for project prep
Import lead and project suggestions from your Gmail account