HoneyBook

How to start a project so you can begin working with clients.

How to start working with a client

Set dates for your projects so that they can appear in your calendar.

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 project notes

Use the mobile app to take project notes

Simplify your project pipeline by hiding projects from it, and learn how to find hidden projects.

Hide a project from your pipeline

How to archive projects you're done with to keep your pipeline organized.

What to do with completed projects

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

Un-archive a project

How to use the app to create or edit projects.

Start or edit projects with the app

Answers to commonly asked questions around projects in HoneyBook.

Project management FAQs

How to permanently delete projects from your account

How to delete a project

Projects

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

Add clients, 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 someone 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

Answers to commonly asked questions around the clients, collaborators, and team members involved in projects.

Project participant FAQs

Project Participants

Get to know what's going on in your projects, from client activity to notifications about scheduling.

Review project notifications and activity

Use the project activity feed to contact your clients by sending them a message.

Email clients in a project

Find out which types of email messages will appear in your project.

What emails will appear in a project

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 you send in a project.

Project messaging and activity FAQs

Project Activity

Hide messages from certain clients or team members by creating related workspaces.

Limit what clients and team members can see in projects

See how to schedule or delete sessions from within a project.

Manage meetings from within a project

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

Use the app to access related workspaces

Remove related workspaces from a project when you no longer need to limit communications to specific project participants.

Delete a related project workspace without deleting the entire project

Answers to commonly asked questions around the project workspace in HoneyBook.

Project workspace FAQs

Project Workspace

Set the details of a project to track dates, availability, and the location of the project.

Set project details

Manually set a project as Free or Busy for session scheduling availability.

Set your availability for a project date

What you should do if you notice that project details (like dates) aren’t correctly pulling into your smart files.