HoneyBook

How to start a new project, add your client, and set project dates — including multiple dates — so everything shows up on your HoneyBook calendar

Start a project and set project dates

To keep your workload manageable and your deliverables on time without burning out, learn which projects you should prioritize.

Tips to pick which projects to work on

Record meeting notes, jot down important pieces of info, and keep track of any inspiration that comes to you.

How to take and manage project notes

Use the mobile app to take project notes

Manually add inquiries to your pipeline so you can track leads.

Add existing clients into HoneyBook

Keep your project pipeline organized by hiding projects when needed and learn how to find hidden projects

Hide a project from your pipeline

Learn how to archive completed HoneyBook projects and track them using archive reason and dates

How to archive a project

Move your projects from an archived state back into your active pipeline

Unarchive a project

How to permanently delete projects from your account

Delete a project

How to tag projects and contacts in HoneyBook

Learn how to import a spreadsheet of leads and clients into your HoneyBook pipeline — including how to map fields, select sheets, and let AI handle column detection

Import leads and clients into your pipeline in HoneyBook

Projects

Get your contacts, collaborators, and team members into the project workspace so they receive messages and files.

Add contacts, collaborators, or team members to a project

Learn what the different project roles can do in the workspace.

What permissions clients, collaborators, and team members have in projects

Take a participant off a project so they stop getting messages or files for that project.

Remove someone from a project

Find out how to add, edit, and remove clients, collaborators, or team members from a project using the mobile app.

Use the app to add or remove people from projects

Project Participants

How to send a message to your clients through the project's activity feed

Email clients in a project

Find out which email messages will appear in your project workspace's activity feed.

What emails appear in projects

Find out message statuses to learn whether a message was delivered and opened.

Get the status of your messages

Answers to frequently-asked questions about messages reminder emails, deleting messages, and checking message statuses.

Project messaging and activity FAQs

Project Activity

How to create related workspaces to hide messages and/or files from certain clients.

Limit what clients can see in projects

Learn how to schedule a 1:1 meeting from a HoneyBook project, choose a session type, notify clients, and understand team member visibility

Schedule a 1:1 meeting from a project in HoneyBook

Swap between related workspaces from the app to stay up to date on a project.

Use the app to access related workspaces

Learn how to attach links to a project that you can share with your clients and collaborators.

Add bookmarks to your project workspace

All about what's included in a HoneyBook project

Navigate a project

Learn how to create branded photo galleries in HoneyBook, organize and upload photos, customize your gallery's design, and share delivered work with clients

Create and share photo galleries in HoneyBook

Create, design, and share spatial layouts with your clients, all inside HoneyBook.

Using Floor Plans in HoneyBook

Project Workspace

Set project names, types, and dates in HoneyBook. You can also customize default names for new inquiries from forms and schedulers.

Set and customize project details

Learn how to manage your HoneyBook calendar and set project dates as Free or Busy, including the default settings and preferences

Set your availability for project dates in HoneyBook

What custom project fields are, and how to use them to store project details

Add and edit custom project fields

Project Details

Community

Blog

Independent Business Podcast

Pros Marketplace

Free File Setup

Connect with the Community

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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