# Help Center | HoneyBook

> Find advice and answers to help you get the most out of HoneyBook.

## Getting Started

- [Ways to learn HoneyBook](https://help.honeybook.com/en/articles/2612050-ways-to-learn-honeybook.md): Explore HoneyBook's learning tools
- [HoneyBook beginner’s glossary: Terms you should know](https://help.honeybook.com/en/articles/2641806-honeybook-beginner-s-glossary-terms-you-should-know.md): New to HoneyBook? This glossary helps new users understand tools, features, and common terms.
- [Contact HoneyBook Support and get help](https://help.honeybook.com/en/articles/10753109-contact-honeybook-support-and-get-help.md): Learn how to reach our HoneyBook Support team by chat or email, or use our 24/7 support bot for quick answers anytime
- [Getting started with HoneyBook](https://help.honeybook.com/en/articles/5800967-getting-started-with-honeybook.md): Set yourself up for success by setting up your account to get started using HoneyBook's platform to manage your business.
- [Manage a HoneyBook Pro’s access to your account](https://help.honeybook.com/en/articles/6824640-manage-a-honeybook-pro-s-access-to-your-account.md): How to manage a Pro's access to your account during and after your work with them
- [Getting started checklist](https://help.honeybook.com/en/articles/11253377-getting-started-checklist.md): Just joined HoneyBook? This checklist walks you through the essential setup steps to get started smoothly.
- [HIPAA compliance and HoneyBook](https://help.honeybook.com/en/articles/8474713-hipaa-compliance-and-honeybook.md): Why HoneyBook isn't compliant with HIPAA and what tools you should check with to find out if they're HIPAA compliant.
- [Personalize your HoneyBook profile with branding assets](https://help.honeybook.com/en/articles/2209122-personalize-your-honeybook-profile-with-branding-assets.md): Add your logo, brand imagery, and profile photo in HoneyBook to create a professional, on-brand client experience
- [Automatically import your company branding](https://help.honeybook.com/en/articles/7934304-automatically-import-your-company-branding.md): How to use the brand import tool to brand your HoneyBook account instantly
- [Image sizing guidelines](https://help.honeybook.com/en/articles/3087845-image-sizing-guidelines.md): Use the right size for your images so they don't stretch, compress, clip, or don't fill up the entire image field.
- [Get help importing your business documents into HoneyBook](https://help.honeybook.com/en/articles/5628882-get-help-importing-your-business-documents-into-honeybook.md): Easily upload and convert your business documents into HoneyBook using our free file transformation service
- [Connect your email address to your HoneyBook account](https://help.honeybook.com/en/articles/2308785-connect-your-email-address-to-your-honeybook-account.md): Sync your email with HoneyBook so messages and files come from your business email automatically
- [Sync your personal calendar with HoneyBook](https://help.honeybook.com/en/articles/2209101-sync-your-personal-calendar-with-honeybook.md): Connect your Google, Apple, or Outlook calendar to HoneyBook to keep track of bookings, meetings, and projects—all in one place
- [Add a team member to your HoneyBook account](https://help.honeybook.com/en/articles/2209114-add-a-team-member-to-your-honeybook-account.md): Set up your team for success—invite members to collaborate, assign roles, and manage projects together in HoneyBook
- [HoneyBook Integrations: Connect with popular small business tools](https://help.honeybook.com/en/articles/11072609-honeybook-integrations-connect-with-popular-small-business-tools.md): Integrate tools you already use, like Quickbooks and Flodesk, with your HoneyBook account
- [Add and import contacts in HoneyBook](https://help.honeybook.com/en/articles/9242203-add-and-import-contacts-in-honeybook.md): Learn how to add individual contacts or import a list of contacts, leads, and existing clients into HoneyBook from Google Contacts or a spreadsheet

## Small Business Taxes

- [Understand your HoneyBook 1099 tax forms](https://help.honeybook.com/en/articles/8770491-understand-your-honeybook-1099-tax-forms.md): Learn how HoneyBook issued 1099 tax forms, who qualified, how to view and download your 1099 forms in Tax Hub, and how to request corrections post-filing
- [HoneyBook Tax Hub reports: What you need to know](https://help.honeybook.com/en/articles/10261270-honeybook-tax-hub-reports-what-you-need-to-know.md): Access and download HoneyBook Tax Hub reports, including 1099-K payment summaries, sales tax, refunds, discounts, fees, and HoneyBook Capital activity—so you can reconcile income and prepare for ta...
- [Tax season checklist for U.S. small business owners](https://help.honeybook.com/en/articles/10261290-tax-season-checklist-for-u-s-small-business-owners.md): Get tax-ready with a simple checklist for U.S. small business owners. Learn what documents to gather, where to find tax forms, and how to stay organized.
- [Maximize tax deductions for small business owners in the U.S.](https://help.honeybook.com/en/articles/10276799-maximize-tax-deductions-for-small-business-owners-in-the-u-s.md): Learn how U.S. small business owners can reduce taxable income with common deductions, quarterly tax planning, and smart expense tracking strategies
- [Tax season checklist for Canadian small business owners](https://help.honeybook.com/en/articles/10261285-tax-season-checklist-for-canadian-small-business-owners.md): Prepare for tax season in Canada with this simple checklist for small business owners. Learn CRA requirements, what documents to gather, and how to maximize deductions.
- [Maximize tax deductions for small business owners in Canada](https://help.honeybook.com/en/articles/10276794-maximize-tax-deductions-for-small-business-owners-in-canada.md): Learn how Canadian small business owners can reduce taxable income with common deductions, smart tax strategies, and CRA-compliant expense tracking

## Referral Program

- [Refer to HoneyBook and track your referrals](https://help.honeybook.com/en/articles/2209050-refer-to-honeybook-and-track-your-referrals.md): Refer friends to HoneyBook using your referral link, track referrals and earnings in your dashboard, and learn what qualifies for referral payouts
- [How the HoneyBook referral program works and what you can earn](https://help.honeybook.com/en/articles/2209188-how-the-honeybook-referral-program-works-and-what-you-can-earn.md): Learn how the HoneyBook referral program works, how referral links track signups, how much you can earn, and when payouts and bonuses are issued
- [HoneyBook referral program guidelines, best practices, and taxes](https://help.honeybook.com/en/articles/2209080-honeybook-referral-program-guidelines-best-practices-and-taxes.md): Learn how the HoneyBook referral program works behind the scenes, best practices for sharing your referral link, fraud monitoring policies, and how referral earnings affect your taxes

## Training & Video Tutorials

- [Covering the smart file builder: Upgrade your client experience with smart files](https://help.honeybook.com/en/articles/5878542-covering-the-smart-file-builder-upgrade-your-client-experience-with-smart-files.md): This pre-recorded 1-hour webinar is your orientation to HoneyBook smart files, so you know exactly what to expect and how to get started.
- [HoneyBook Smart Files: Transforming Templates](https://help.honeybook.com/en/articles/6484251-honeybook-smart-files-transforming-templates.md): Learn how to elevate your templates with smart files in this 60-minute webinar recording
- [HoneyBook Smart Files: How to Double Your Income with Our Latest Upgrades](https://help.honeybook.com/en/articles/6557391-honeybook-smart-files-how-to-double-your-income-with-our-latest-upgrades.md): Learn how Angie Minucci used the power of smart files to double her income in this 60-minute webinar recording
- [HoneyBook Smart Files: Rethinking Your Clientflows to Streamline Bookings](https://help.honeybook.com/en/articles/6582268-honeybook-smart-files-rethinking-your-clientflows-to-streamline-bookings.md): Learn how to build a hands-off \(and even automated\) booking process in this 60-minute webinar recording.
- [HoneyBook HotSeat: Bring Your Process to Life with Smart Files](https://help.honeybook.com/en/articles/6602581-honeybook-hotseat-bring-your-process-to-life-with-smart-files.md): Learn how to streamline your client communications with smart files during this 60-minute live audit of a real member's account.
- [HoneyBook Smart Files: Automating Bookings](https://help.honeybook.com/en/articles/6964171-honeybook-smart-files-automating-bookings.md): Learn how to set up automations for your bookings in this 60-minute webinar recording
- [Getting Time Back: how to streamline from start to finish](https://help.honeybook.com/en/articles/3097462-getting-time-back-how-to-streamline-from-start-to-finish.md): Learn how to customize the HoneyBook Contact Form and set up Automations in this 60-minute webinar recording
- [Boost Efficiency & Professionalism: Unleashing Your Potential with HoneyBook](https://help.honeybook.com/en/articles/8808446-boost-efficiency-professionalism-unleashing-your-potential-with-honeybook.md): Learn how to leverage time-saving and professional features in this 60-minute webinar recording
- [Consolidating Your Tools & Saving Money with HoneyBook](https://help.honeybook.com/en/articles/8900739-consolidating-your-tools-saving-money-with-honeybook.md): Learn how to save money and streamline your systems and tools in this 60-minute webinar recording
- [Time-Saving Automations for Wedding Photographers: John Branch IV](https://help.honeybook.com/en/articles/9354467-time-saving-automations-for-wedding-photographers-john-branch-iv.md): Watch how John Branch IV manages workflows for his wedding photography business and incorporated Pic-Time in this 60-minute session.
- [Master Client Management: A HoneyBook Guide to CRM Success](https://help.honeybook.com/en/articles/9407266-master-client-management-a-honeybook-guide-to-crm-success.md): During this one hour webinar recording, you’ll learn about the CRM tools that HoneyBook offers and how to get started using them.
- [Turn templates into income with Candice Coppola](https://help.honeybook.com/en/articles/9504536-turn-templates-into-income-with-candice-coppola.md): Learn how to capture easy earnings in this one hour webinar recording. Learn to create, market, and sell templates for passive revenue.
- [Financially prepare for the unexpected](https://help.honeybook.com/en/articles/10043190-financially-prepare-for-the-unexpected.md): In this 60-minute webinar recording, discover how HoneyBook’s tools can safeguard your business and fuel your growth.
- [Save time with automations](https://help.honeybook.com/en/articles/13444684-save-time-with-automations.md): Learn how automations and AI can take repetitive tasks off your plate so you can focus on what you love: working with clients.
- [What is HoneyBook?](https://help.honeybook.com/en/articles/7062137-what-is-honeybook.md): If you're in a trial, or just purchased membership, check out this 30 minute on-demand webinar to learn what HoneyBook is capable of.
- [How to set up your business with HoneyBook](https://help.honeybook.com/en/articles/2554463-how-to-set-up-your-business-with-honeybook.md): Get an overview of the features HoneyBook has to offer, as well as a deep dive into setting up your account and sending your first file
- [What is a HoneyBook Pro?](https://help.honeybook.com/en/articles/4873163-what-is-a-honeybook-pro.md): Learn more about hiring a HoneyBook Pro and how they can help you make the most of your HoneyBook account

## Company Management

- [Glossary of company management terms for HoneyBook members](https://help.honeybook.com/en/articles/9778726-glossary-of-company-management-terms-for-honeybook-members.md): This glossary defines key terms for managing companies, team members, and vendors in your HoneyBook account
- [HoneyBook on mobile: Key features for small business owners](https://help.honeybook.com/en/articles/2673568-honeybook-on-mobile-key-features-for-small-business-owners.md): Stay connected and organized with HoneyBook’s mobile features. Manage projects, send invoices, and handle clients anywhere!
- [Troubleshooting the mobile app](https://help.honeybook.com/en/articles/4284702-troubleshooting-the-mobile-app.md): Get tips on how to get your mobile app working again.
- [Create and manage custom project types in HoneyBook](https://help.honeybook.com/en/articles/2209112-create-and-manage-custom-project-types-in-honeybook.md): Create custom project types in HoneyBook to filter, label, and automate your workflows based on the services you offer
- [Set up automatic reminder emails and questionnaires in HoneyBook](https://help.honeybook.com/en/articles/2456470-set-up-automatic-reminder-emails-and-questionnaires-in-honeybook.md): Automatically send emails to remind clients about files, project start dates, and questionnaires using HoneyBook's action emails
- [Add and manage custom contact fields in HoneyBook](https://help.honeybook.com/en/articles/9671345-add-and-manage-custom-contact-fields-in-honeybook.md): Use custom contact fields in HoneyBook to personalize client profiles and streamline smart files, emails, and lead forms
- [Common questions about HoneyBook project types, reminders, and preferences](https://help.honeybook.com/en/articles/9773988-common-questions-about-honeybook-project-types-reminders-and-preferences.md): Confused about HoneyBook preferences? This covers the top questions about reminders, projects, and customization.
- [Set a default file name format for smart files in HoneyBook](https://help.honeybook.com/en/articles/5949697-set-a-default-file-name-format-for-smart-files-in-honeybook.md): Choose a default file name format in HoneyBook to auto-name smart files and keep branding consistent across templates and automations
- [Use inquiry reminders in HoneyBook to follow up with leads](https://help.honeybook.com/en/articles/9581374-use-inquiry-reminders-in-honeybook-to-follow-up-with-leads.md): Use inquiry reminders in HoneyBook to stay on top of new leads—customize cadence and respond easily with AI-drafted replies
- [Manage your security phone number for two-factor authentication \(2FA\) in HoneyBook](https://help.honeybook.com/en/articles/6338201-manage-your-security-phone-number-for-two-factor-authentication-2fa-in-honeybook.md): Add or update your security phone number in HoneyBook to enable two-factor authentication \(2FA\) for account and payment changes
- [Edit your personal account settings and preferences in HoneyBook](https://help.honeybook.com/en/articles/2456660-edit-your-personal-account-settings-and-preferences-in-honeybook.md): Customize your HoneyBook profile by updating personal information, security settings, and communication preferences
- [Set up out-of-office replies in HoneyBook to manage client expectations](https://help.honeybook.com/en/articles/3107804-set-up-out-of-office-replies-in-honeybook-to-manage-client-expectations.md): Learn how to set up automatic out-of-office replies in HoneyBook to notify leads and clients you're away and when they can expect a reply
- [Manage out-of-office replies in HoneyBook: Common questions answered](https://help.honeybook.com/en/articles/9773631-manage-out-of-office-replies-in-honeybook-common-questions-answered.md): Get answers to your top out-of-office questions in HoneyBook—like trigger rules, project visibility, and reply frequency
- [Troubleshoot verification code issues in HoneyBook](https://help.honeybook.com/en/articles/12875851-troubleshoot-verification-code-issues-in-honeybook.md): Learn what to do if you or your client aren’t receiving a HoneyBook verification code and how to fix common phone number issues

## Project Management

- [Terms for Project Management](https://help.honeybook.com/en/articles/9586140-terms-for-project-management.md): A glossary of terms HoneyBook uses for project management.

## Workflows

- [Glossary: Workflows](https://help.honeybook.com/en/articles/9473013-glossary-workflows.md): Defining the terms HoneyBook uses for workflows.
- [How to create a contact form](https://help.honeybook.com/en/articles/3050322-how-to-create-a-contact-form.md): How to create, edit, and publish a contact form
- [FAQ: Contact forms](https://help.honeybook.com/en/articles/2209229-faq-contact-forms.md): Answers to frequently-asked questions about contact forms
- [How to share your contact form through a direct link](https://help.honeybook.com/en/articles/3291343-how-to-share-your-contact-form-through-a-direct-link.md): How to copy and share your contact form's direct link
- [How to ask for and share pronouns](https://help.honeybook.com/en/articles/6252300-how-to-ask-for-and-share-pronouns.md): How to ask for client pronouns in your contact form and questionnaires, and how to add your own to your email signature
- [Why is the contact form not appearing on my Squarespace site?](https://help.honeybook.com/en/articles/9467567-why-is-the-contact-form-not-appearing-on-my-squarespace-site.md): What to do if your contact form isn't showing up on your Squarespace website
- [Manage tasks that aren't related to projects](https://help.honeybook.com/en/articles/2638291-manage-tasks-that-aren-t-related-to-projects.md): Manage your to-do list for anything that needs to be done that isn't related to a project.
- [Add tasks using the mobile app](https://help.honeybook.com/en/articles/2673685-add-tasks-using-the-mobile-app.md): How to access your task list, add tasks, and receive notifications for tasks through the iOS and Android apps
- [FAQ: Tasks](https://help.honeybook.com/en/articles/9468542-faq-tasks.md): Answers to commonly asked questions around tasks in HoneyBook.
- [Assign tasks in a project](https://help.honeybook.com/en/articles/11239416-assign-tasks-in-a-project.md): Work efficiently with your clients and collaborators by assigning them tasks and reminders in the project workspace
- [Understanding the differences between lead forms, contact forms, and smart files](https://help.honeybook.com/en/articles/10055403-understanding-the-differences-between-lead-forms-contact-forms-and-smart-files.md): The key differences in the functionalities and use cases for forms and files

## Files and Templates

- [Glossary: Files and Templates](https://help.honeybook.com/en/articles/9778720-glossary-files-and-templates.md): Defining the terms HoneyBook uses for smart files and templates
- [Reuse blocks for a new smart file or template](https://help.honeybook.com/en/articles/6173546-reuse-blocks-for-a-new-smart-file-or-template.md): Use your favorite parts of smart files you've already built for your new templates and files.
- [Add and customize smart file pages](https://help.honeybook.com/en/articles/5360399-add-and-customize-smart-file-pages.md): Add pages to your smart file to hold the info clients need to know and actions clients need to take.
- [Edit buttons in your files](https://help.honeybook.com/en/articles/5749474-edit-buttons-in-your-files.md): How to edit the text that appears on buttons, plus suggestions for copy to create an organized and compelling client experience
- [View a previous version of your file](https://help.honeybook.com/en/articles/6804807-view-a-previous-version-of-your-file.md): How to use version history to access all previous versions of a sent smart file
- [Set up late fees](https://help.honeybook.com/en/articles/8718961-set-up-late-fees.md): How to add a late fee to payments and how late fees help you get paid on time.
- [Enable tips and automatic tip reminders in HoneyBook](https://help.honeybook.com/en/articles/6680170-enable-tips-and-automatic-tip-reminders-in-honeybook.md): Learn how to enable optional tipping in HoneyBook, set a default tipping preference for all invoices, control when tips appear during payment, and automatically remind clients to leave a tip
- [Expire a file](https://help.honeybook.com/en/articles/5350230-expire-a-file.md): How to expire a file: set an expiration date in advance or manually expire
- [Set theme of smart file](https://help.honeybook.com/en/articles/5259480-set-theme-of-smart-file.md): Choose a look for your smart files, a specific file, or apply your theme to templates.
- [Use custom fonts in files](https://help.honeybook.com/en/articles/5353480-use-custom-fonts-in-files.md): Set custom fonts in your files so they better match your company branding
- [Redirect your clients when they submit a smart file](https://help.honeybook.com/en/articles/9773392-redirect-your-clients-when-they-submit-a-smart-file.md): Send your client to a new page when they submit a smart file you've shared with them \(like a confirmation page\).
- [Your clients' experience with expired smart files](https://help.honeybook.com/en/articles/9773424-your-clients-experience-with-expired-smart-files.md): Learn how your clients can interact with expired smart files.
- [Un-expire an expired file](https://help.honeybook.com/en/articles/9773431-un-expire-an-expired-file.md): Un-expire a smart file that you previously expired so your client can continue filling it out
- [Expire or reactivate a smart file with the app](https://help.honeybook.com/en/articles/6252226-expire-or-reactivate-a-smart-file-with-the-app.md): Expire or unexpire a smart file from your mobile device.

## Integrations and Partnerships

- [Glossary: Integrations](https://help.honeybook.com/en/articles/9778729-glossary-integrations.md): Defining the terms HoneyBook uses for integrations.
- [Integrate with Flodesk](https://help.honeybook.com/en/articles/10179787-integrate-with-flodesk.md): How to connect your Flodesk account with HoneyBook and streamline your email marketing through automations
- [Integrate with Acuity](https://help.honeybook.com/en/articles/10509429-integrate-with-acuity.md): How to connect your HoneyBook account with Acuity
- [Integrate with Calendly](https://help.honeybook.com/en/articles/2209053-integrate-with-calendly.md): Learn how to connect your Calendly account to HoneyBook
- [What to do if you can't connect your Calendly account](https://help.honeybook.com/en/articles/9778592-what-to-do-if-you-can-t-connect-your-calendly-account.md): Steps to take if you're having trouble with the Calendly integration

## Client Experience

- [Glossary: Client Experience](https://help.honeybook.com/en/articles/9589708-glossary-client-experience.md): Defining the terms HoneyBook uses for client experience

## Finance and Payments

- [Glossary: Finance and Payments](https://help.honeybook.com/en/articles/9472957-glossary-finance-and-payments.md): Defining the terms HoneyBook uses for finance and payments.

## HoneyBook Capital

- [HoneyBook Capital: Fixed-fee loans with automatic repayment](https://help.honeybook.com/en/articles/5269544-honeybook-capital-fixed-fee-loans-with-automatic-repayment.md): Discover how HoneyBook Capital offers fast access to capital, automatic repayments, and no prepayment penalties for your business
- [Apply for HoneyBook Capital: Eligibility, funding, and what to expect](https://help.honeybook.com/en/articles/9931267-apply-for-honeybook-capital-eligibility-funding-and-what-to-expect.md): Learn how HoneyBook Capital loan eligibility, funding, and renewals work—plus timelines, requirements, and how to apply
- [Repayment and renewals for HoneyBook Capital loans](https://help.honeybook.com/en/articles/9927363-repayment-and-renewals-for-honeybook-capital-loans.md): Learn how HoneyBook Capital loan repayments work, how to pay off your loan early, and when you're eligible for a new pre-selected offer
- [HoneyBook Capital: Support and troubleshooting guide](https://help.honeybook.com/en/articles/9927355-honeybook-capital-support-and-troubleshooting-guide.md): Learn why HoneyBook Capital applications are declined, how to get support with your loan, and what to expect after approval