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 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

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.

Delete a project

How to tag your projects and contacts

Add your relationships from across your systems into HoneyBook to manage your opportunities and active projects from one place.

Import existing projects and leads into your account

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 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

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 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

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

Schedule a meeting 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

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.

Archived-Fix project details not appearing in your smart files

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

How to add and edit custom project fields

Project Details

Community

Academy

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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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Track the progress of all tickets related to your company.

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