# 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 out to HoneyBook Support by chat or email
- [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.
- [About your HoneyBook homepage](https://help.honeybook.com/en/articles/5339081-about-your-honeybook-homepage.md): All about the homepage and how you can customize it to meet your needs
- [How to use the search bar](https://help.honeybook.com/en/articles/4165819-how-to-use-the-search-bar.md): Search for projects, files, and contacts from the navigation menu.
- [Navigate the Files tab](https://help.honeybook.com/en/articles/9451291-navigate-the-files-tab.md): What you can expect to get from the Files tab and what info you'll find in it.
- [Keyboard shortcuts in HoneyBook](https://help.honeybook.com/en/articles/5203985-keyboard-shortcuts-in-honeybook.md): Command + K to search, Shift + N to create a project, and more
- [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
- [Create your first project](https://help.honeybook.com/en/articles/11116252-create-your-first-project.md): Learn the basics of creating your very first project in HoneyBook
- [Templates vs. Smart Files: What's the difference?](https://help.honeybook.com/en/articles/11116275-templates-vs-smart-files-what-s-the-difference.md): Learn more about these two HoneyBook tools.
- [Beginner's guide to creating contracts](https://help.honeybook.com/en/articles/9509257-beginner-s-guide-to-creating-contracts.md): Create and share your first contract so you can get going on your projects in HoneyBook.
- [Customize your lead sources](https://help.honeybook.com/en/articles/2209218-customize-your-lead-sources.md): Track where your leads are coming from by customizing your lead sources.
- [8 steps to get set up for CRM success](https://help.honeybook.com/en/articles/9055367-8-steps-to-get-set-up-for-crm-success.md): How to start growing your client relationships in HoneyBook
- [Manage your client relationships in HoneyBook](https://help.honeybook.com/en/articles/9055403-manage-your-client-relationships-in-honeybook.md): Manage clients in HoneyBook—organize projects, communicate easily, and send automated referral requests to grow your business
- [Manage your leads in HoneyBook](https://help.honeybook.com/en/articles/6554485-manage-your-leads-in-honeybook.md): Learn how to source, capture, qualify, nurture, and convert leads in HoneyBook — including how to turn a screenshot into a lead from your phone
- [Start automating your booking process in HoneyBook](https://help.honeybook.com/en/articles/6613606-start-automating-your-booking-process-in-honeybook.md): Automatically send invoices and contracts to your clients so you spend less time doing admin work.
- [Elevate your clients’ e-signature experience](https://help.honeybook.com/en/articles/9509224-elevate-your-clients-e-signature-experience.md): Make your contract experience as seamless as possible for your clients.

## 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.
- [Download and export your contacts list from HoneyBook](https://help.honeybook.com/en/articles/2650752-download-and-export-your-contacts-list-from-honeybook.md): Export your HoneyBook client list anytime—get names, emails, notes, and more in a downloadable CSV file
- [Create a private note about a client in HoneyBook](https://help.honeybook.com/en/articles/2209185-create-a-private-note-about-a-client-in-honeybook.md): Add private notes to HoneyBook client profiles—only visible to you—for personal reminders or sensitive details
- [Mark vendors as preferred to easily find collaborators in HoneyBook](https://help.honeybook.com/en/articles/2209186-mark-vendors-as-preferred-to-easily-find-collaborators-in-honeybook.md): Star vendors in HoneyBook so you can quickly filter and find your favorite collaborators in your contacts list
- [Edit contact information in HoneyBook](https://help.honeybook.com/en/articles/2209124-edit-contact-information-in-honeybook.md): Update client or collaborator information in HoneyBook from your Contacts page or directly within a project
- [Use the Contacts page in HoneyBook to organize and manage clients](https://help.honeybook.com/en/articles/11024579-use-the-contacts-page-in-honeybook-to-organize-and-manage-clients.md): Learn to use HoneyBook’s Contacts page to organize leads, manage clients, and streamline your communication—all in one place
- [HoneyBook’s Contacts page explained: Filters, sorting, custom fields, and more](https://help.honeybook.com/en/articles/11385754-honeybook-s-contacts-page-explained-filters-sorting-custom-fields-and-more.md): Discover how HoneyBook’s Contacts page helps you manage clients, sort leads, and stay organized—all in one place
- [Use custom views to organize your contacts in HoneyBook](https://help.honeybook.com/en/articles/13048423-use-custom-views-to-organize-your-contacts-in-honeybook.md): Learn how to use custom views in HoneyBook to save filtered contact lists, organize workflows, and share views across your team
- [Invite team members to additional companies in HoneyBook](https://help.honeybook.com/en/articles/2711843-invite-team-members-to-additional-companies-in-honeybook.md): Manage multiple businesses in HoneyBook? Learn how to add team members to each company for seamless collaboration and access.
- [Remove a team member from your HoneyBook account](https://help.honeybook.com/en/articles/9777900-remove-a-team-member-from-your-honeybook-account.md): Remove a team member from your HoneyBook company while keeping projects organized and client information securely reassigned
- [About team member roles and permissions in HoneyBook](https://help.honeybook.com/en/articles/2209044-about-team-member-roles-and-permissions-in-honeybook.md): Assign the right HoneyBook role to each team member to control access, protect sensitive information, and streamline collaboration
- [Invite your bookkeeper to access financial reports in HoneyBook](https://help.honeybook.com/en/articles/8053809-invite-your-bookkeeper-to-access-financial-reports-in-honeybook.md): Add your bookkeeper to HoneyBook with limited access so they can handle reports and payments—no need to share your full account
- [Common questions about team member and bookkeeper access in HoneyBook](https://help.honeybook.com/en/articles/9777952-common-questions-about-team-member-and-bookkeeper-access-in-honeybook.md): Get answers to common HoneyBook questions about adding team members, bookkeeper access, permissions, and app limitations
- [Manually assign projects to team members in HoneyBook](https://help.honeybook.com/en/articles/2632614-manually-assign-projects-to-team-members-in-honeybook.md): Quickly delegate projects to your HoneyBook team by assigning them directly from the pipeline or project workspace
- [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
- [Set a branded default header image for projects in HoneyBook](https://help.honeybook.com/en/articles/2209111-set-a-branded-default-header-image-for-projects-in-honeybook.md): Set a default header image in HoneyBook to automatically brand every new project workspace and create a consistent client experience
- [How HoneyBook uses your main and secondary logos](https://help.honeybook.com/en/articles/9774134-how-honeybook-uses-your-main-and-secondary-logos.md): Find out where your logos appear in HoneyBook, including lead forms, smart files, emails, and client-facing pages
- [Customize your HoneyBook company information, logos, and branding](https://help.honeybook.com/en/articles/2209110-customize-your-honeybook-company-information-logos-and-branding.md): Personalize your HoneyBook account by managing company information, smart file themes, logos, and social media links
- [Troubleshoot logo, name, and branding issues in HoneyBook](https://help.honeybook.com/en/articles/9774264-troubleshoot-logo-name-and-branding-issues-in-honeybook.md): Find answers to common HoneyBook branding questions—like editing your name, resizing logos, and customizing visual settings
- [Add multiple companies to one HoneyBook account](https://help.honeybook.com/en/articles/2708875-add-multiple-companies-to-one-honeybook-account.md): Add additional companies to your HoneyBook account to manage multiple brands, pipelines, and bank accounts with a single login
- [Switch between companies in your HoneyBook account](https://help.honeybook.com/en/articles/2708994-switch-between-companies-in-your-honeybook-account.md): Learn how to switch between multiple companies in your HoneyBook account and manage each brand’s projects, templates, and settings
- [What’s shared between multiple companies in HoneyBook](https://help.honeybook.com/en/articles/2708827-what-s-shared-between-multiple-companies-in-honeybook.md): Explore what settings, tools, and data \(like reports, templates, and banking\) are separate between HoneyBook companies, and what’s connected
- [Manage multiple companies in HoneyBook: Common questions answered](https://help.honeybook.com/en/articles/2700828-manage-multiple-companies-in-honeybook-common-questions-answered.md): Get answers to top questions about managing multiple companies in HoneyBook—adding, switching, merging, branding, and more
- [Upload, organize, and manage your HoneyBook Library](https://help.honeybook.com/en/articles/2209115-upload-organize-and-manage-your-honeybook-library.md): Learn how to upload images and files to your HoneyBook Library, organize them into folders, and use them across smart files, emails, forms, and projects — on the web or in the mobile app
- [Update your HoneyBook login password](https://help.honeybook.com/en/articles/2209034-update-your-honeybook-login-password.md): Need to update your HoneyBook password? Follow these simple steps to change it directly in your account.
- [Change your HoneyBook login email](https://help.honeybook.com/en/articles/2209036-change-your-honeybook-login-email.md): Learn how to update your HoneyBook login email through account settings and verify with two-factor authentication \(2FA\)
- [Use your Google Account to access the HoneyBook mobile app](https://help.honeybook.com/en/articles/3478146-use-your-google-account-to-access-the-honeybook-mobile-app.md): Easily sign in to the HoneyBook mobile app on iOS using your Google Account linked to your HoneyBook email address
- [Why HoneyBook may ask you to change your password](https://help.honeybook.com/en/articles/5395609-why-honeybook-may-ask-you-to-change-your-password.md): Learn why HoneyBook may ask you to change your password—due to security alerts or extended inactivity without 2-step verification
- [Secure your HoneyBook account with 2-step verification login](https://help.honeybook.com/en/articles/5872659-secure-your-honeybook-account-with-2-step-verification-login.md): Add 2-step verification to your HoneyBook login for an extra layer of security for account access.
- [Verify your email to secure and access your HoneyBook account](https://help.honeybook.com/en/articles/8101457-verify-your-email-to-secure-and-access-your-honeybook-account.md): Secure your HoneyBook account by verifying your email address through a quick confirmation link sent to your inbox
- [What to do if you can't log in: Forgotten passwords, errors, and more](https://help.honeybook.com/en/articles/9718264-what-to-do-if-you-can-t-log-in-forgotten-passwords-errors-and-more.md): Can’t access your HoneyBook account? This guide walks you through troubleshooting password issues, passwordless login, and email errors.
- [Log in to HoneyBook without a password using face or fingerprint](https://help.honeybook.com/en/articles/10055237-log-in-to-honeybook-without-a-password-using-face-or-fingerprint.md): This guide walks you through setting up secure, password-free access to HoneyBook using facial recognition or fingerprints
- [Where to find your HoneyBook subscription charges and receipts](https://help.honeybook.com/en/articles/5214254-where-to-find-your-honeybook-subscription-charges-and-receipts.md): View and download your HoneyBook membership invoices anytime—helpful for tracking payments, refunds, or filing taxes
- [Understand HoneyBook membership price changes and taxes](https://help.honeybook.com/en/articles/5698594-understand-honeybook-membership-price-changes-and-taxes.md): Your HoneyBook charge changed? This guide explains common causes like sales tax or the end of a promotional rate.
- [Top questions answered about HoneyBook billing and membership](https://help.honeybook.com/en/articles/7020217-top-questions-answered-about-honeybook-billing-and-membership.md): Get answers to common HoneyBook membership questions—plan details, pricing, billing changes, payment methods, and account access
- [Cancel your HoneyBook membership or free trial](https://help.honeybook.com/en/articles/2584102-cancel-your-honeybook-membership-or-free-trial.md): Learn how to cancel your HoneyBook membership or trial from the web or mobile app—and what access you’ll keep after cancellation

## 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.
- [Start a project and set project dates](https://help.honeybook.com/en/articles/2209127-start-a-project-and-set-project-dates.md): How to start a new project, add your client, and set project dates — including multiple dates — so everything shows up on your HoneyBook calendar
- [Tips to pick which projects to work on](https://help.honeybook.com/en/articles/9584871-tips-to-pick-which-projects-to-work-on.md): To keep your workload manageable and your deliverables on time without burning out, learn which projects you should prioritize.
- [How to take and manage project notes](https://help.honeybook.com/en/articles/9072219-how-to-take-and-manage-project-notes.md): Record meeting notes, jot down important pieces of info, and keep track of any inspiration that comes to you.
- [Use the mobile app to take project notes](https://help.honeybook.com/en/articles/9098122-use-the-mobile-app-to-take-project-notes.md): Record meeting notes, jot down important pieces of info, and keep track of any inspiration that comes to you.
- [Add existing clients into HoneyBook](https://help.honeybook.com/en/articles/2209087-add-existing-clients-into-honeybook.md): Manually add inquiries to your pipeline so you can track leads.
- [Hide, archive, or unarchive a project in HoneyBook](https://help.honeybook.com/en/articles/2209125-hide-archive-or-unarchive-a-project-in-honeybook.md): Learn the difference between hiding, archiving, and unarchiving a project in HoneyBook, and what happens to files, payments, and notifications in each case
- [Delete a project](https://help.honeybook.com/en/articles/9741772-delete-a-project.md): How to permanently delete projects from your account
- [How to tag projects and contacts in HoneyBook](https://help.honeybook.com/en/articles/9085369-how-to-tag-projects-and-contacts-in-honeybook.md): How to create, manage, and apply tags
- [Import leads and clients into your pipeline in HoneyBook](https://help.honeybook.com/en/articles/9986450-import-leads-and-clients-into-your-pipeline-in-honeybook.md): 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
- [Add contacts, collaborators, or team members to a project](https://help.honeybook.com/en/articles/2209118-add-contacts-collaborators-or-team-members-to-a-project.md): Get your contacts, collaborators, and team members into the project workspace so they receive messages and files.
- [What permissions clients, collaborators, and team members have in projects](https://help.honeybook.com/en/articles/6801695-what-permissions-clients-collaborators-and-team-members-have-in-projects.md): Learn what the different project roles can do in the workspace.
- [Remove someone from a project](https://help.honeybook.com/en/articles/2209126-remove-someone-from-a-project.md): Take a participant off a project so they stop getting messages or files for that project.
- [Use the app to add or remove people from projects](https://help.honeybook.com/en/articles/2673281-use-the-app-to-add-or-remove-people-from-projects.md): Find out how to add, edit, and remove clients, collaborators, or team members from a project using the mobile app.
- [Email clients in a project](https://help.honeybook.com/en/articles/2209144-email-clients-in-a-project.md): How to send a message to your clients through the project's activity feed
- [What emails appear in projects](https://help.honeybook.com/en/articles/9584960-what-emails-appear-in-projects.md): Find out which email messages will appear in your project workspace's activity feed.
- [Get the status of your messages](https://help.honeybook.com/en/articles/2209151-get-the-status-of-your-messages.md): Find out message statuses to learn whether a message was delivered and opened.
- [Project messaging and activity FAQs](https://help.honeybook.com/en/articles/9585668-project-messaging-and-activity-faqs.md): Answers to frequently-asked questions about messages reminder emails, deleting messages, and checking message statuses.
- [Limit what clients can see in projects](https://help.honeybook.com/en/articles/2209225-limit-what-clients-can-see-in-projects.md): How to create related workspaces to hide messages and/or files from certain clients.
- [Schedule a 1:1 meeting from a project in HoneyBook](https://help.honeybook.com/en/articles/3616735-schedule-a-1-1-meeting-from-a-project-in-honeybook.md): Learn how to schedule a 1:1 meeting from a HoneyBook project, choose a session type, notify clients, and understand team member visibility
- [Use the app to access related workspaces](https://help.honeybook.com/en/articles/5971683-use-the-app-to-access-related-workspaces.md): Swap between related workspaces from the app to stay up to date on a project.
- [Add bookmarks to your project workspace](https://help.honeybook.com/en/articles/10743349-add-bookmarks-to-your-project-workspace.md): Learn how to attach links to a project that you can share with your clients and collaborators.
- [Navigate a project](https://help.honeybook.com/en/articles/11648189-navigate-a-project.md): All about what's included in a HoneyBook project
- [Create and share photo galleries in HoneyBook](https://help.honeybook.com/en/articles/15714707-create-and-share-photo-galleries-in-honeybook.md): Learn how to create branded photo galleries in HoneyBook, organize and upload photos, customize your gallery's design, and share delivered work with clients
- [Using Floor Plans in HoneyBook](https://help.honeybook.com/en/articles/15649055-using-floor-plans-in-honeybook.md): Create, design, and share spatial layouts with your clients, all inside HoneyBook.
- [Set and customize project details](https://help.honeybook.com/en/articles/9585595-set-and-customize-project-details.md): Set project names, types, and dates in HoneyBook. You can also customize default names for new inquiries from forms and schedulers.
- [Set your availability for project dates in HoneyBook](https://help.honeybook.com/en/articles/6172951-set-your-availability-for-project-dates-in-honeybook.md): Learn how to manage your HoneyBook calendar and set project dates as Free or Busy, including the default settings and preferences
- [Add and edit custom project fields](https://help.honeybook.com/en/articles/3307662-add-and-edit-custom-project-fields.md): What custom project fields are, and how to use them to store project details
- [Inbox: See all your client conversations in one place](https://help.honeybook.com/en/articles/16776406-inbox-see-all-your-client-conversations-in-one-place.md)
- [Getting Started with Business Phone & SMS](https://help.honeybook.com/en/articles/15123809-getting-started-with-business-phone-sms.md)
- [About the HoneyBook Calendar](https://help.honeybook.com/en/articles/3444494-about-the-honeybook-calendar.md): Get an overview of your Calendar, including how to set time with clients or take notes about a meeting.
- [What syncs with your calendar integration](https://help.honeybook.com/en/articles/2286486-what-syncs-with-your-calendar-integration.md): A full breakdown of what does and does not appear when you sync your external calendar with HoneyBook.
- [Fix a project not showing on your calendar](https://help.honeybook.com/en/articles/6106596-fix-a-project-not-showing-on-your-calendar.md): What to do if a project isn't showing up on your calendar.
- [Sync your mobile calendar to HoneyBook](https://help.honeybook.com/en/articles/2673859-sync-your-mobile-calendar-to-honeybook.md): How to sync your mobile calendar and access the HoneyBook calendar from the app.
- [Fix a time zone issue](https://help.honeybook.com/en/articles/5407506-fix-a-time-zone-issue.md): What you should do if your calendar or sessions aren’t using the right time zone.
- [Change calendar colors](https://help.honeybook.com/en/articles/8774811-change-calendar-colors.md): How to adjust the colors that appear for meetings, projects, and payments in the HoneyBook Calendar
- [Calendar FAQs](https://help.honeybook.com/en/articles/9585327-calendar-faqs.md): Answers to commonly asked questions around the calendar in HoneyBook.
- [How to block time on your calendar](https://help.honeybook.com/en/articles/9689309-how-to-block-time-on-your-calendar.md): What to do if you need to block a date or date range as unavailable for scheduling.
- [Use Google Meet through your calendar](https://help.honeybook.com/en/articles/3867813-use-google-meet-through-your-calendar.md): Launch a meeting hosted on Google Meet right from your HoneyBook calendar.
- [About the notifications center in HoneyBook](https://help.honeybook.com/en/articles/2459619-about-the-notifications-center-in-honeybook.md): Learn how to use HoneyBook's notifications center to manage what notifications you receive, view recent activity, and control your preferences — all in one place
- [Manage email notifications](https://help.honeybook.com/en/articles/9585103-manage-email-notifications.md): Get your email notifications sorted, and find out what email notifications you can get
- [Manage mobile app notifications](https://help.honeybook.com/en/articles/2209206-manage-mobile-app-notifications.md): Get push notifications from the app to tell you when something happens.
- [What to do if you're not getting notifications](https://help.honeybook.com/en/articles/9585201-what-to-do-if-you-re-not-getting-notifications.md): Learn how to fix mobile and email notification issues.
- [Troubleshoot Scheduler issues](https://help.honeybook.com/en/articles/4773189-troubleshoot-scheduler-issues.md): What to do if there are time zone, availability, or other calendar issues that you might find in the Scheduler.
- [Share a scheduling link](https://help.honeybook.com/en/articles/3691596-share-a-scheduling-link.md): How to share your your session direct links through HoneyBook so clients can schedule time with you.
- [How clients schedule sessions](https://help.honeybook.com/en/articles/3623399-how-clients-schedule-sessions.md): All about the client experience scheduling time with you
- [Create a session type in HoneyBook](https://help.honeybook.com/en/articles/3614050-create-a-session-type-in-honeybook.md): Learn how to create a session type in HoneyBook — including 1:1, group, and multi-host formats — and configure availability and reminders
- [About scheduling](https://help.honeybook.com/en/articles/3613950-about-scheduling.md): Understanding how you can use the Scheduler to create session types, then let clients schedule meetings.
- [The different ways to share a session for scheduling](https://help.honeybook.com/en/articles/6971707-the-different-ways-to-share-a-session-for-scheduling.md): How to share sessions with clients and get meetings scheduled on your Calendar.
- [Scheduling FAQs](https://help.honeybook.com/en/articles/6909513-scheduling-faqs.md): Answers to commonly-asked questions about scheduling meetings through the HoneyBook Scheduler.
- [Schedule a meeting in the HoneyBook mobile app](https://help.honeybook.com/en/articles/4228640-schedule-a-meeting-in-the-honeybook-mobile-app.md): Learn how to schedule a one-off meeting directly from your calendar in the HoneyBook mobile app
- [Edit, delete, or duplicate a session](https://help.honeybook.com/en/articles/9585546-edit-delete-or-duplicate-a-session.md): About editing, deleting, or duplicating your existing session types.
- [Use priority lead notifications to qualify leads with HoneyBook AI](https://help.honeybook.com/en/articles/6613042-use-priority-lead-notifications-to-qualify-leads-with-honeybook-ai.md): All about how these notifications work, and how they can help you quickly qualify valuable leads with HoneyBook AI
- [Use the HoneyBook AI meeting notetaker for video calls](https://help.honeybook.com/en/articles/9017072-use-the-honeybook-ai-meeting-notetaker-for-video-calls.md): All about using HoneyBook AI for meeting notes
- [Receive meeting prep notes from HoneyBook AI](https://help.honeybook.com/en/articles/9580145-receive-meeting-prep-notes-from-honeybook-ai.md): All about accessing and using meeting prep notes
- [What to do if you're not receiving priority lead notifications with HoneyBook AI](https://help.honeybook.com/en/articles/9912805-what-to-do-if-you-re-not-receiving-priority-lead-notifications-with-honeybook-ai.md): Troubleshooting steps for priority lead notifications with HoneyBook AI
- [Use HoneyBook AI's project recaps to prepare for project dates](https://help.honeybook.com/en/articles/9914009-use-honeybook-ai-s-project-recaps-to-prepare-for-project-dates.md): All about using HoneyBook AI's generated project recaps to prepare for your project dates
- [Use Gmail lead finder to capture leads and create projects with HoneyBook AI](https://help.honeybook.com/en/articles/10412831-use-gmail-lead-finder-to-capture-leads-and-create-projects-with-honeybook-ai.md): How HoneyBook AI turns Gmail inquiries — including marketplace leads from The Knot, WeddingWire, Zola, and PartySlate — into contacts and projects automatically
- [About HoneyBook AI's chat](https://help.honeybook.com/en/articles/10684643-about-honeybook-ai-s-chat.md): How to access and get the most out of the HoneyBook AI chat experience
- [About lead enrichment with HoneyBook AI](https://help.honeybook.com/en/articles/10777672-about-lead-enrichment-with-honeybook-ai.md): How to use HoneyBook AI to automatically enrich your new contacts
- [Use HoneyBook AI's priority lists to kickstart your day](https://help.honeybook.com/en/articles/11273338-use-honeybook-ai-s-priority-lists-to-kickstart-your-day.md): About HoneyBook AI's priority lists: How to adjust settings, suggestions for use, and answers to frequently asked questions
- [What to do if you're not receiving HoneyBook AI's priority lists](https://help.honeybook.com/en/articles/11482035-what-to-do-if-you-re-not-receiving-honeybook-ai-s-priority-lists.md): Troubleshooting steps to fix issues with HoneyBook AI's priority lists
- [Use the HoneyBook AI in-person notetaker for meeting notes](https://help.honeybook.com/en/articles/10270965-use-the-honeybook-ai-in-person-notetaker-for-meeting-notes.md): How to record and automatically generate notes with HoneyBook AI for an in-person meeting
- [About HoneyBook AI business trends](https://help.honeybook.com/en/articles/11273341-about-honeybook-ai-business-trends.md): How to locate and use HoneyBook AI business trends for helpful insights on your business' performance
- [HoneyBook AI follow-up suggestions: Re-engage unconverted and unresponsive leads](https://help.honeybook.com/en/articles/11669595-honeybook-ai-follow-up-suggestions-re-engage-unconverted-and-unresponsive-leads.md): HoneyBook AI suggests timely follow-ups for cold or unresponsive leads, complete with editable drafts—no manual tracking required
- [Draft emails with HoneyBook AI](https://help.honeybook.com/en/articles/11997113-draft-emails-with-honeybook-ai.md): Learn to use the email drafts feature, which helps you quickly craft email responses to your contacts

## Workflows

- [Glossary: Workflows](https://help.honeybook.com/en/articles/9473013-glossary-workflows.md): Defining the terms HoneyBook uses for workflows.
- [Create and customize a lead form in HoneyBook](https://help.honeybook.com/en/articles/8202913-create-and-customize-a-lead-form-in-honeybook.md): Everything you need to know about building and customizing a lead form in HoneyBook — from adding content and actions to publishing it
- [Configure a lead form's settings in HoneyBook](https://help.honeybook.com/en/articles/9472349-configure-a-lead-form-s-settings-in-honeybook.md): Manage link preview, automation, and submission settings for your HoneyBook lead forms — including assigning a lead source to new projects
- [Add digital products to lead forms](https://help.honeybook.com/en/articles/8541916-add-digital-products-to-lead-forms.md): How to add a digital product to a lead form, so leads can get access to the link once they pay
- [Publish or deactivate a lead form in HoneyBook](https://help.honeybook.com/en/articles/8202899-publish-or-deactivate-a-lead-form-in-honeybook.md): How to publish a HoneyBook lead form, share its link, publish changes to a live form, and deactivate it when you're done
- [Lead form functionality and digital product FAQs in HoneyBook](https://help.honeybook.com/en/articles/7188346-lead-form-functionality-and-digital-product-faqs-in-honeybook.md): Answers to common questions about how HoneyBook lead forms work — including payments, contracts, project assignment, and selling digital products
- [Lead Form Promo Codes](https://help.honeybook.com/en/articles/17065238-lead-form-promo-codes.md)
- [Make a lead form for introductory calls](https://help.honeybook.com/en/articles/8260570-make-a-lead-form-for-introductory-calls.md): How to create a form for leads to answer questions and schedule a call, with no back-and-forth
- [Make a lead form for new inquiries](https://help.honeybook.com/en/articles/8260586-make-a-lead-form-for-new-inquiries.md): How to create a lead form that captures and qualifies potential clients
- [Make a lead form to sell digital products](https://help.honeybook.com/en/articles/9472515-make-a-lead-form-to-sell-digital-products.md): How to create a form that allows anyone to buy your digital products \(like ebooks\).
- [Make a lead form for speaking engagements](https://help.honeybook.com/en/articles/8260623-make-a-lead-form-for-speaking-engagements.md): How to use lead forms to promote your brand and schedule potential clients to be speakers.
- [Make a lead form for VIP days](https://help.honeybook.com/en/articles/8260667-make-a-lead-form-for-vip-days.md): How to create a form that allows anyone to book time to power through focused projects
- [Make a lead form for mini sessions in HoneyBook](https://help.honeybook.com/en/articles/8260641-make-a-lead-form-for-mini-sessions-in-honeybook.md): Create a HoneyBook lead form that lets clients schedule, sign a contract, and pay — including a 2-payment schedule — to book a mini session in one step
- [Make a lead form for instant booking](https://help.honeybook.com/en/articles/8260590-make-a-lead-form-for-instant-booking.md): How to create a lead form that allows anyone to select services, schedule, and pay, all in one place
- [Make a lead form for one-time consultations](https://help.honeybook.com/en/articles/8260538-make-a-lead-form-for-one-time-consultations.md): How to create a lead form for instant scheduling & payment
- [How to embed a lead form on your business's site](https://help.honeybook.com/en/articles/9590396-how-to-embed-a-lead-form-on-your-business-s-site.md): Get your lead forms onto your business’s website by embedding it.
- [How to embed a lead form on a Squarespace website](https://help.honeybook.com/en/articles/9535295-how-to-embed-a-lead-form-on-a-squarespace-website.md): Get your lead forms onto your Squarespace website by embedding it.
- [How to embed a lead form on a Wix website](https://help.honeybook.com/en/articles/9535300-how-to-embed-a-lead-form-on-a-wix-website.md): Get your lead forms onto your Wix website by embedding it.
- [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
- [How to embed your contact form on a Weebly website](https://help.honeybook.com/en/articles/2209078-how-to-embed-your-contact-form-on-a-weebly-website.md): All about adding your HoneyBook contact form to your Weebly site
- [How to embed your contact form on a WordPress.org website](https://help.honeybook.com/en/articles/2209069-how-to-embed-your-contact-form-on-a-wordpress-org-website.md): All about adding your HoneyBook contact form to your WordPress site
- [How to embed your contact form on a Pixieset website](https://help.honeybook.com/en/articles/2934251-how-to-embed-your-contact-form-on-a-pixieset-website.md): All about adding your HoneyBook contact form to your Pixieset site
- [How to embed your contact form on a GoDaddy website](https://help.honeybook.com/en/articles/3323089-how-to-embed-your-contact-form-on-a-godaddy-website.md): All about adding your HoneyBook contact form to your GoDaddy site
- [How to embed your contact form on a Showit website](https://help.honeybook.com/en/articles/3300611-how-to-embed-your-contact-form-on-a-showit-website.md): All about adding your HoneyBook contact form to your Showit site
- [How to embed your contact form on a Zenfolio website](https://help.honeybook.com/en/articles/3323157-how-to-embed-your-contact-form-on-a-zenfolio-website.md): All about adding your HoneyBook contact form to your Zenfolio site
- [How to embed your contact form on a Wix website](https://help.honeybook.com/en/articles/2209088-how-to-embed-your-contact-form-on-a-wix-website.md): All about adding your HoneyBook contact form to your Wix site
- [How to embed your contact form on a Squarespace website](https://help.honeybook.com/en/articles/2209091-how-to-embed-your-contact-form-on-a-squarespace-website.md): All about adding your HoneyBook contact form to your Squarespace site
- [How to embed your contact form on your business website](https://help.honeybook.com/en/articles/2209232-how-to-embed-your-contact-form-on-your-business-website.md): Instructions for embedding your contact form
- [Gather and share testimonials](https://help.honeybook.com/en/articles/6917653-gather-and-share-testimonials.md): How to use HoneyBook's tools to source and share success stories.
- [How to create an automation](https://help.honeybook.com/en/articles/9493889-how-to-create-an-automation.md): All about creating and activating an automation
- [HoneyBook Automations 2.0: Triggers, actions, waits, and conditions](https://help.honeybook.com/en/articles/9519175-honeybook-automations-2-0-triggers-actions-waits-and-conditions.md): Learn about every trigger, action, wait, and condition available in HoneyBook Automations 2.0 — and when to use each one
- [How to keep track of automation runs](https://help.honeybook.com/en/articles/9519302-how-to-keep-track-of-automation-runs.md): How to use the Activity tab to keep track of your active automations
- [FAQ: Automations](https://help.honeybook.com/en/articles/9519318-faq-automations.md): Answers to frequently-asked questions about automations
- [Add conditional logic to your automations](https://help.honeybook.com/en/articles/9787647-add-conditional-logic-to-your-automations.md): How to branch your automations with if/then logic
- [What to do if your automation isn't triggering](https://help.honeybook.com/en/articles/9976128-what-to-do-if-your-automation-isn-t-triggering.md): Steps to take if your automation isn't running in projects
- [Getting started guide: Automations 2.0](https://help.honeybook.com/en/articles/10148874-getting-started-guide-automations-2-0.md): What you need to know about Automations 2.0
- [How to manually trigger an automation in a project](https://help.honeybook.com/en/articles/10229283-how-to-manually-trigger-an-automation-in-a-project.md): All about configuring an automation with a manual trigger, and how to manually start it in a project
- [How to automatically trigger actions leading up to a project date](https://help.honeybook.com/en/articles/10149122-how-to-automatically-trigger-actions-leading-up-to-a-project-date.md): All about building this logic in the new automations builder
- [Run a test automation](https://help.honeybook.com/en/articles/10345380-run-a-test-automation.md): How to run a test automation to preview the client experience
- [Understanding the "Other" project type in your automations](https://help.honeybook.com/en/articles/10433168-understanding-the-other-project-type-in-your-automations.md): What projects will have this type, and what it means for your automations
- [Use Acuity in your automations](https://help.honeybook.com/en/articles/10570119-use-acuity-in-your-automations.md): How to automatically create a new project in HoneyBook when someone schedules a meeting in Acuity
- [Use the AI automations builder](https://help.honeybook.com/en/articles/11888545-use-the-ai-automations-builder.md): Learn about using the AI automations builder to create workflows for your business by chatting with HoneyBook’s AI
- [Manage tasks that aren't related to projects in HoneyBook](https://help.honeybook.com/en/articles/2638291-manage-tasks-that-aren-t-related-to-projects-in-honeybook.md): Manage your to-do list for tasks that aren't tied to a project, and use the status and assignee filters to control what you see on your “Task management” page
- [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
- [Navigate, sort by, and filter projects in your pipeline](https://help.honeybook.com/en/articles/5758575-navigate-sort-by-and-filter-projects-in-your-pipeline.md): How to customize what projects show in your pipeline
- [Customize your pipeline in HoneyBook](https://help.honeybook.com/en/articles/2463528-customize-your-pipeline-in-honeybook.md): Learn how to set up and manage your HoneyBook pipeline — including stages, custom views, automations, and the project table — to match your business process
- [How to reschedule a project](https://help.honeybook.com/en/articles/3808574-how-to-reschedule-a-project.md): What to do when a client reschedules
- [What to do when a client cancels](https://help.honeybook.com/en/articles/2492796-what-to-do-when-a-client-cancels.md): Three steps to update a cancelled project in HoneyBook
- [Bulk actions in HoneyBook: Update multiple projects at once](https://help.honeybook.com/en/articles/2761219-bulk-actions-in-honeybook-update-multiple-projects-at-once.md): Learn how to use bulk actions in HoneyBook to move, delete, archive, tag, email, or update multiple projects at once
- [What to do if you can't bulk update projects](https://help.honeybook.com/en/articles/9462259-what-to-do-if-you-can-t-bulk-update-projects.md): Troubleshooting if you receive an error message bulk updating projects
- [Keep your pipeline clean with automated monthly cleanups](https://help.honeybook.com/en/articles/12453244-keep-your-pipeline-clean-with-automated-monthly-cleanups.md): Easily manage your leads with HoneyBook’s automated monthly cleanup. Review inactive leads, archive with context, and track conversion trends—all from your pipeline.
- [Manage your projects visually with Kanban](https://help.honeybook.com/en/articles/13563766-manage-your-projects-visually-with-kanban.md): Manage HoneyBook projects with the Kanban board. Drag and drop project cards by stage, customize card details, and track your pipeline visually
- [Set up your business process in HoneyBook](https://help.honeybook.com/en/articles/9124063-set-up-your-business-process-in-honeybook.md): Get your business set up in HoneyBook and create a repeatable flow of work with process mapping.
- [FAQ: Process mapping](https://help.honeybook.com/en/articles/9468552-faq-process-mapping.md): Answers to commonly asked questions around mapping your services, building a process map, and adding steps to your process.
- [Master email communication in HoneyBook](https://help.honeybook.com/en/articles/7004773-master-email-communication-in-honeybook.md): Learn how email sending, routing, visibility, notifications, multi-company behavior, and domain authentication work across HoneyBook
- [Send emails in HoneyBook](https://help.honeybook.com/en/articles/2209147-send-emails-in-honeybook.md): Learn how to send emails in HoneyBook, choose your sender, manage recipients, and track delivery status across devices
- [Create and customize email templates and signatures in HoneyBook](https://help.honeybook.com/en/articles/5745604-create-and-customize-email-templates-and-signatures-in-honeybook.md): Learn how to create and customize reusable email templates and up to 3 email signatures in HoneyBook — including how to automatically sign every email, embed images, add attachments, and use smart ...
- [Schedule emails and add meeting slots in HoneyBook](https://help.honeybook.com/en/articles/6047336-schedule-emails-and-add-meeting-slots-in-honeybook.md): Learn how to schedule emails or smart files in HoneyBook and add meeting slots so clients can book sessions right from your emails
- [Understand HoneyBook email status tracking and common issues](https://help.honeybook.com/en/articles/7020601-understand-honeybook-email-status-tracking-and-common-issues.md): Learn how HoneyBook email tracking works, why statuses may be inaccurate, and how to fix emails showing the wrong client name
- [Prevent HoneyBook emails from going to spam](https://help.honeybook.com/en/articles/7002396-prevent-honeybook-emails-from-going-to-spam.md): Learn how to prevent HoneyBook emails from going to spam by improving reputation, optimizing content, and checking domain health
- [Set up DKIM, SPF, and DMARC records to improve HoneyBook email deliverability](https://help.honeybook.com/en/articles/7852950-set-up-dkim-spf-and-dmarc-records-to-improve-honeybook-email-deliverability.md): Learn how to set up DKIM, SPF, and DMARC records with your domain provider to improve HoneyBook email deliverability
- [Use the HoneyBook domain tester to fix SPF and DKIM errors](https://help.honeybook.com/en/articles/7217189-use-the-honeybook-domain-tester-to-fix-spf-and-dkim-errors.md): Learn how to use the HoneyBook domain tester to find and fix SPF or DKIM errors that impact email deliverability
- [Fix the “SPF record not found” error in HoneyBook](https://help.honeybook.com/en/articles/8909654-fix-the-spf-record-not-found-error-in-honeybook.md): Learn how to fix the “SPF record not found” error in HoneyBook by adding an SPF record in your domain provider’s DNS settings
- [Fix the “Invalid SPF record syntax” error in HoneyBook](https://help.honeybook.com/en/articles/8909685-fix-the-invalid-spf-record-syntax-error-in-honeybook.md): Learn how to fix the “Invalid SPF record syntax” error in HoneyBook by correcting your SPF record in your domain provider’s DNS
- [Fix the “Unknown SPF issue” error in HoneyBook](https://help.honeybook.com/en/articles/8909695-fix-the-unknown-spf-issue-error-in-honeybook.md): Learn how to fix the “Unknown SPF issue” error in HoneyBook by reviewing and updating your SPF record in your domain provider’s DNS
- [Fix the “Invalid DKIM” error in HoneyBook](https://help.honeybook.com/en/articles/8909702-fix-the-invalid-dkim-error-in-honeybook.md): Learn how to fix the “Invalid DKIM” error in HoneyBook by updating your DKIM record through your email and domain provider settings
- [Fix the “DKIM not signed” error in HoneyBook](https://help.honeybook.com/en/articles/8909735-fix-the-dkim-not-signed-error-in-honeybook.md): Learn how to fix the “DKIM not signed” error in HoneyBook by enabling and adding DKIM records in your email and domain provider settings
- [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
- [Create, build, and elevate smart files in HoneyBook](https://help.honeybook.com/en/articles/5259476-create-build-and-elevate-smart-files-in-honeybook.md): Learn how to plan, create, and build out a smart file in HoneyBook — then elevate it with branding — on the web or in the mobile app
- [Share, edit, and manage access to smart files in HoneyBook](https://help.honeybook.com/en/articles/5371221-share-edit-and-manage-access-to-smart-files-in-honeybook.md): Learn how to share smart files with clients by email or direct link, preview files before sharing, edit files after sharing, manage file access, and set up view-only sharing in HoneyBook
- [Commonly combined steps in smart files](https://help.honeybook.com/en/articles/5949959-commonly-combined-steps-in-smart-files.md): Learn the most commonly-combined steps and actions in smart files, so you can think creatively about your own unique business processes.
- [How clients interact with services in a file](https://help.honeybook.com/en/articles/9585868-how-clients-interact-with-services-in-a-file.md): See how your clients can view and/or select services you include in a file.
- [Smart file FAQs](https://help.honeybook.com/en/articles/5259399-smart-file-faqs.md): Understanding HoneyBook's smart files, what they can do, and how they fit into your business.
- [Print or save a smart file as a PDF](https://help.honeybook.com/en/articles/5949670-print-or-save-a-smart-file-as-a-pdf.md): How to print and and download PDFs of your files.
- [Manually mark a smart file as complete](https://help.honeybook.com/en/articles/9113530-manually-mark-a-smart-file-as-complete.md): How to manually adjust the status of a completed smart file.
- [Edit a file as your client](https://help.honeybook.com/en/articles/9247056-edit-a-file-as-your-client.md): Fill out a smart file on your client's behalf while you're in-person or if they need help
- [When to notify clients of file changes](https://help.honeybook.com/en/articles/6252653-when-to-notify-clients-of-file-changes.md): Find out when you do or don't need to let your client know you've made a change in a file that's been shared.
- [View a client's progress with your files](https://help.honeybook.com/en/articles/5371303-view-a-client-s-progress-with-your-files.md): View a client's actions in a smart file to see how close they are to finishing the file and see what's left to do.
- [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
- [Copy, paste, and duplicate content in files](https://help.honeybook.com/en/articles/6001160-copy-paste-and-duplicate-content-in-files.md): Easily copy blocks or elements in files—or duplicate entire files—to speed up your workflow and reuse content anywhere
- [Let clients upload files through your smart files and lead forms](https://help.honeybook.com/en/articles/8776839-let-clients-upload-files-through-your-smart-files-and-lead-forms.md): Add a place for your clients to supply you with their files in your smart files.
- [Add text to your smart files in HoneyBook](https://help.honeybook.com/en/articles/9061764-add-text-to-your-smart-files-in-honeybook.md): Personalize your HoneyBook smart files with custom text, and use smart fields to automatically pull in client, project, and business details — including multiple project dates — without manual updates
- [Add and customize images in HoneyBook smart files](https://help.honeybook.com/en/articles/5308024-add-and-customize-images-in-honeybook-smart-files.md): Learn how to add image blocks, background images, and thumbnail images to your smart files — and set a focal point to control how images display across device sizes
- [Include your company info in smart files](https://help.honeybook.com/en/articles/5359848-include-your-company-info-in-smart-files.md): Give your client some additional contact info for your company within your smart files.
- [Give your client a show with videos in your smart files](https://help.honeybook.com/en/articles/5360041-give-your-client-a-show-with-videos-in-your-smart-files.md): Give your clients an idea of what they'll get with video examples, testimonials, walkthroughs, and more when you add videos to a smart file.
- [Adding a content block to a file](https://help.honeybook.com/en/articles/5259599-adding-a-content-block-to-a-file.md): How to add layouts of text, images, and video to your smart files
- [Content in smart files FAQs](https://help.honeybook.com/en/articles/9773316-content-in-smart-files-faqs.md): Answers to commonly asked questions around adding content to smart files in HoneyBook.
- [Use the timeline block in HoneyBook smart files](https://help.honeybook.com/en/articles/14022524-use-the-timeline-block-in-honeybook-smart-files.md): Learn how to add and customize the timeline block in HoneyBook smart files to create event schedules, project milestones, workshops, and day-of timelines with a clean, client-friendly layout
- [Client experience answering questions in files](https://help.honeybook.com/en/articles/9585846-client-experience-answering-questions-in-files.md): All about how clients interact with questions in smart files
- [Ask for pronouns on a questionnaire](https://help.honeybook.com/en/articles/9586034-ask-for-pronouns-on-a-questionnaire.md): Create a more inclusive experience for your clients by asking for their pronouns on a questionnaire.
- [FAQ: Asking questions with smart files](https://help.honeybook.com/en/articles/9586037-faq-asking-questions-with-smart-files.md): Answers to frequently-asked questions around question blocks in smart files.
- [Ask your clients questions in your smart files](https://help.honeybook.com/en/articles/5259731-ask-your-clients-questions-in-your-smart-files.md): Get the answers you need from clients as they're going through your smart files by asking questions in the file.
- [Add scheduling to HoneyBook smart files](https://help.honeybook.com/en/articles/6854513-add-scheduling-to-honeybook-smart-files.md): Learn how to add a scheduler block to your HoneyBook smart files, allow clients to choose their session type, and require payment or signatures to reserve a time slot
- [Add, manage, and use services in HoneyBook smart files](https://help.honeybook.com/en/articles/5643712-add-manage-and-use-services-in-honeybook-smart-files.md): Learn how to create and manage services in the Services Hub, add them to smart files, and connect them to invoices and contracts for a seamless client booking experience
- [Services FAQs](https://help.honeybook.com/en/articles/9768854-services-faqs.md): Answers to frequently-asked questions about displaying, and allowing selection of, your services
- [Automatically create a draft invoice from your client's service selections](https://help.honeybook.com/en/articles/5965852-automatically-create-a-draft-invoice-from-your-client-s-service-selections.md): How to automatically create a draft invoice after a client selects services
- [Add, customize, and share invoices in HoneyBook](https://help.honeybook.com/en/articles/5189729-add-customize-and-share-invoices-in-honeybook.md): Learn how to add an invoice to a HoneyBook smart file, customize its design, use HoneyBook AI to edit it, and share it with clients — on the web or in the mobile app
- [Configure invoice settings, taxes, discounts, and payment options in HoneyBook](https://help.honeybook.com/en/articles/8809780-configure-invoice-settings-taxes-discounts-and-payment-options-in-honeybook.md): Learn how to configure invoice settings, add taxes, discounts, and service charges, set payment options, update due dates, and include billable hour details in HoneyBook
- [Recurring invoices in HoneyBook](https://help.honeybook.com/en/articles/5790758-recurring-invoices-in-honeybook.md): Learn how to create and manage recurring invoices in HoneyBook — set a billing cadence, edit after sharing, stop or resume invoices, and understand the client experience
- [Invoice troubleshooting, late fees, and common scenarios in HoneyBook](https://help.honeybook.com/en/articles/8729489-invoice-troubleshooting-late-fees-and-common-scenarios-in-honeybook.md): Guidance on common invoice scenarios in HoneyBook — including how to fix payment plan mismatches, set up late fees, handle refunds, and more
- [Client experience with invoices](https://help.honeybook.com/en/articles/9586061-client-experience-with-invoices.md): See how your clients will view your invoice and pay through a smart file.
- [Let your client pick their own payment plan](https://help.honeybook.com/en/articles/9247019-let-your-client-pick-their-own-payment-plan.md): Give your client more freedom to set up their own payment plan or pay the invoice in full with one payment
- [Create and share a contract in HoneyBook](https://help.honeybook.com/en/articles/5192723-create-and-share-a-contract-in-honeybook.md): How to build a contract in a HoneyBook smart file, on the web or in the mobile app, including smart fields, signature lines, and multi-date project support
- [How clients interact with contracts in a smart file](https://help.honeybook.com/en/articles/9773326-how-clients-interact-with-contracts-in-a-smart-file.md): See how your clients will complete contracts you include in your smart file.
- [What to do if your client can't sign](https://help.honeybook.com/en/articles/2209067-what-to-do-if-your-client-can-t-sign.md): Steps to take if your client is having trouble adding their signature to a contract.
- [How clients access and submit smart files](https://help.honeybook.com/en/articles/9768365-how-clients-access-and-submit-smart-files.md): Learn what happens when a client receives and submits smart files, and how they'll use verification codes
- [Accessing smart files FAQs](https://help.honeybook.com/en/articles/9768399-accessing-smart-files-faqs.md): Answers to commonly asked questions around how clients use access codes and how to restrict who can view smart files in HoneyBook.
- [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.
- [Organize your smart templates](https://help.honeybook.com/en/articles/5431392-organize-your-smart-templates.md): How to use use folders and filters to organize your templates.
- [About the Template Gallery](https://help.honeybook.com/en/articles/5952721-about-the-template-gallery.md): How to save and customize template examples to fit your own branding.
- [Create and send a file template](https://help.honeybook.com/en/articles/6480163-create-and-send-a-file-template.md): How to find, create, save, and use templates of your smart files
- [Share templates publicly](https://help.honeybook.com/en/articles/9162513-share-templates-publicly.md): How to share templates you've created through a direct link
- [Manage and use templates in HoneyBook](https://help.honeybook.com/en/articles/9664257-manage-and-use-templates-in-honeybook.md): Learn how to manage, edit, and use HoneyBook templates across brands, plus what to know about copying, sharing, or selling them
- [Purchase a premium template from the template gallery](https://help.honeybook.com/en/articles/10041318-purchase-a-premium-template-from-the-template-gallery.md): Get a good understanding of premium templates you can get from the template gallery.
- [Template partner program FAQs](https://help.honeybook.com/en/articles/9792684-template-partner-program-faqs.md): Answers to frequently-asked questions about the template partner program

## 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
- [Capture leads on Facebook and Instagram](https://help.honeybook.com/en/articles/2921679-capture-leads-on-facebook-and-instagram.md): Learn how to collect leads on your Facebook and Instagram Business pages that will arrive in HoneyBook with no extra effort from you.
- [Automate tasks with Zapier](https://help.honeybook.com/en/articles/2209205-automate-tasks-with-zapier.md): Follow these steps to have Zapier tackle tasks for you so you don't have to go back and forth across your apps all day
- [Integrate with Asana](https://help.honeybook.com/en/articles/8324640-integrate-with-asana.md): Connect your HoneyBook account to Asana if you aren't yet ready to make use of HoneyBook's project management system.
- [Integrate with monday.com](https://help.honeybook.com/en/articles/8324703-integrate-with-monday-com.md): Connect your HoneyBook account to monday.com \(Monday\) if you aren't yet ready to make use of HoneyBook's project management system.
- [Integrate with Slack](https://help.honeybook.com/en/articles/8324837-integrate-with-slack.md): Connect your HoneyBook account to Slack to create channels or update on tasks for your projects.
- [Integrate Calendly with HoneyBook](https://help.honeybook.com/en/articles/2209053-integrate-calendly-with-honeybook.md): Learn how to connect your Calendly account to HoneyBook, link meetings to projects, see how it compares to the HoneyBook Scheduler, and troubleshoot connection issues
- [Integrate with Pic-Time to manage galleries](https://help.honeybook.com/en/articles/8338496-integrate-with-pic-time-to-manage-galleries.md): How to integrate your HoneyBook account with Pic-Time and use the two together.
- [Pic-Time offer FAQ](https://help.honeybook.com/en/articles/8338497-pic-time-offer-faq.md): Answers to frequently-asked questions about the Pic-Time offer and integration
- [Use your Prismm account to manage your floorplans and designs](https://help.honeybook.com/en/articles/10152164-use-your-prismm-account-to-manage-your-floorplans-and-designs.md): How to integrate your HoneyBook account with Prismm and use the two together.
- [Prismm offer FAQ](https://help.honeybook.com/en/articles/10203280-prismm-offer-faq.md): Answers to frequently-asked questions about the Prismm offer and integration.
- [Use your Zoom account for meetings](https://help.honeybook.com/en/articles/4487157-use-your-zoom-account-for-meetings.md): How to integrate your Zoom account with HoneyBook's Scheduler tool
- [Add Canva designs to your HoneyBook Library](https://help.honeybook.com/en/articles/10270962-add-canva-designs-to-your-honeybook-library.md): Learn how to integrate your Canva account with HoneyBook
- [About the HoneyBook connector](https://help.honeybook.com/en/articles/16380921-about-the-honeybook-connector.md): Connect your HoneyBook account to Claude or another AI assistant, ask questions about your business, and get work done in plain language — including what to ask and where the limits are
- [Set up the HoneyBook connector](https://help.honeybook.com/en/articles/16381018-set-up-the-honeybook-connector.md): How to connect your HoneyBook account to Claude or another AI assistant, disconnect at any time, and troubleshoot common connection issues
- [HoneyBook + Claude: How your data is used](https://help.honeybook.com/en/articles/15686224-honeybook-claude-how-your-data-is-used.md): Learn what data the HoneyBook and Claude integration can access, how it's used, and who to contact with questions

## Client Experience

- [Glossary: Client Experience](https://help.honeybook.com/en/articles/9589708-glossary-client-experience.md): Defining the terms HoneyBook uses for client experience
- [Accepted credit cards and banks for client payments](https://help.honeybook.com/en/articles/2209074-accepted-credit-cards-and-banks-for-client-payments.md): Learn what cards your clients can use to pay with and what banks they can send a bank transfer from
- [Remove or update a previously saved payment method](https://help.honeybook.com/en/articles/4793263-remove-or-update-a-previously-saved-payment-method.md): Learn how to change the method your client uses to pay, or remove their credit card or bank account
- [Edit your clients' payment method options](https://help.honeybook.com/en/articles/2418574-edit-your-clients-payment-method-options.md): Control how clients pay invoices in HoneyBook. Choose payment methods, require autopay, allow tips, and set payment schedules—without turning payments off.
- [Card-on-file payment settings FAQs](https://help.honeybook.com/en/articles/6830523-card-on-file-payment-settings-faqs.md): Answers to questions about card-on-file payments, disabling card-on-file payments, and managing these for clients.
- [How clients access the HoneyBook client portal](https://help.honeybook.com/en/articles/11095702-how-clients-access-the-honeybook-client-portal.md): Discover all the ways your clients can log in to and access their HoneyBook client portal
- [Customize the client portal login screen](https://help.honeybook.com/en/articles/2814167-customize-the-client-portal-login-screen.md): Add your logo and brand colors to personalize the login screen your clients see
- [Brand the client portal with your company’s look](https://help.honeybook.com/en/articles/11655867-brand-the-client-portal-with-your-company-s-look.md): Use custom fonts, colors, and images to give clients a seamless, branded portal experience
- [What clients can see and do in the client portal](https://help.honeybook.com/en/articles/6428603-what-clients-can-see-and-do-in-the-client-portal.md): See what clients can view in the HoneyBook client portal—like files, messages, and payments—and what stays private to you
- [Share the client portal with your clients](https://help.honeybook.com/en/articles/11156624-share-the-client-portal-with-your-clients.md): Give clients one place to view files, emails, and updates and learn how to share or disable the HoneyBook client portal as needed
- [Set a custom domain for your client portal and smart files](https://help.honeybook.com/en/articles/4394789-set-a-custom-domain-for-your-client-portal-and-smart-files.md): White-label any URLs your clients might use to access the client workspace or finish a smart file.
- [Fix a failed domain connection in HoneyBook](https://help.honeybook.com/en/articles/9468095-fix-a-failed-domain-connection-in-honeybook.md): Learn why your domain connection may fail when linking to HoneyBook and how to fix common setup or subdomain errors
- [Client portal access and login FAQs](https://help.honeybook.com/en/articles/9468125-client-portal-access-and-login-faqs.md): Get answers to common questions about client access, login methods, and custom domains
- [Find and use the contact workspace](https://help.honeybook.com/en/articles/7942562-find-and-use-the-contact-workspace.md): Learn how to manage your leads and clients from the contact workspace, like viewing client worth, making notes, and sending a message
- [Take notes on a client](https://help.honeybook.com/en/articles/9072348-take-notes-on-a-client.md): Record meeting notes, jot down important pieces of information, and keep track of any inspiration that comes to you
- [Contact workspace FAQs](https://help.honeybook.com/en/articles/9584258-contact-workspace-faqs.md): Answers to frequently-asked questions about the contact workspace, how it's different from projects, and what shows up in it.
- [Send automated SMS reminders to clients](https://help.honeybook.com/en/articles/8507445-send-automated-sms-reminders-to-clients.md): How SMS text reminders work with HoneyBook
- [Understand and manage SMS reminders in HoneyBook](https://help.honeybook.com/en/articles/9584114-understand-and-manage-sms-reminders-in-honeybook.md): Learn how HoneyBook SMS reminders work, when they send, who receives them, and how clients can opt in, opt out, or view reminder statuses
- [Troubleshoot SMS reminder issues in HoneyBook](https://help.honeybook.com/en/articles/9584151-troubleshoot-sms-reminder-issues-in-honeybook.md): Learn why SMS reminders may not send or deliver as expected and how to fix common issues with client or payment notifications

## 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.
- [Marked as Paid: Getting Paid Outside of HoneyBook](https://help.honeybook.com/en/articles/6319029-marked-as-paid-getting-paid-outside-of-honeybook.md): Learn how to record payments received outside of HoneyBook and mark them as paid on both sent and draft smart files.
- [Create and share pay links in HoneyBook](https://help.honeybook.com/en/articles/11067573-create-and-share-pay-links-in-honeybook.md): Instantly request and receive payments with pay links. No full project setup—share through email, text, or messaging apps.
- [Accept In-Person Payments with Tap to Pay](https://help.honeybook.com/en/articles/13776128-accept-in-person-payments-with-tap-to-pay.md): Use Tap to Pay in the HoneyBook mobile app to accept in-person card payments on your phone at a lower rate \(2.7% + $0.10\). Learn how it works, availability, and how to get started.
- [Send manual or automatic payment reminders in HoneyBook](https://help.honeybook.com/en/articles/2209077-send-manual-or-automatic-payment-reminders-in-honeybook.md): Use HoneyBook to send manual or automated payment reminders so clients stay on track—and you get paid faster and more reliably
- [Understanding and Managing Autopay](https://help.honeybook.com/en/articles/2209040-understanding-and-managing-autopay.md): HoneyBook’s autopay feature streamlines your workflow by automatically collecting client payments on their scheduled due dates. This ensures you get paid on time without sending manual reminders.
- [Offer Buy Now, Pay Later \(Affirm\) to Your Clients](https://help.honeybook.com/en/articles/17065620-offer-buy-now-pay-later-affirm-to-your-clients.md): Buy Now, Pay Later lets your clients split their invoice payment into installments through Affirm — while you still get paid in full, upfront. It's a great option for clients with cashflow constrai...
- [Bank & Business Details: Setup and Verification](https://help.honeybook.com/en/articles/2209105-bank-business-details-setup-and-verification.md): Connect your bank account to HoneyBook to get paid faster. Learn how to add bank details, choose your business type, and complete 2-step verification smoothly.
- [Accepted Documents for Identity & Business Verification](https://help.honeybook.com/en/articles/9923045-accepted-documents-for-identity-business-verification.md): See what documents you can upload when you're configuring your bank & business details
- [View your HoneyBook payments](https://help.honeybook.com/en/articles/8729483-view-your-honeybook-payments.md): How to keep tabs on all of your client payments
- [Payment Statuses & Processing Times](https://help.honeybook.com/en/articles/2209043-payment-statuses-processing-times.md): Learn what different payment statuses mean, how long payments take to process, and what to check if a payment hasn’t reached your bank account.
- [Troubleshooting client payment issues](https://help.honeybook.com/en/articles/6399179-troubleshooting-client-payment-issues.md): If your client is having trouble making a payment or pays an amount that differs from your schedule, follow these steps to resolve the issue and keep your bookkeeping accurate.
- [Handle credit card disputes](https://help.honeybook.com/en/articles/2921590-handle-credit-card-disputes.md): A look into how disputes are handled in HoneyBook and what the process will look like
- [A Guide to HoneyBook Reports & Analytics](https://help.honeybook.com/en/articles/2209117-a-guide-to-honeybook-reports-analytics.md): HoneyBook's Reports page helps you analyze leads, bookings, and revenue; and monitor trends over time
- [Set a yearly revenue goal](https://help.honeybook.com/en/articles/10340657-set-a-yearly-revenue-goal.md): How to set an annual financial target for your business
- [Navigating the Finance Overview page](https://help.honeybook.com/en/articles/9510015-navigating-the-finance-overview-page.md): Discover the features of HoneyBook's Finance Overview page to keep your business finances organized and up-to-date
- [Track Business Expenses in HoneyBook](https://help.honeybook.com/en/articles/11510208-track-business-expenses-in-honeybook.md): Track and update expenses on the web or mobile app. Use HoneyBook on desktop to export reports or import from your bank or credit card account.
- [HoneyBook Cash Flow & Project Profit](https://help.honeybook.com/en/articles/12293332-honeybook-cash-flow-project-profit.md): See net income and project profit in HoneyBook—view graphs that quickly help you understand your financial health
- [Issue a refund to your client](https://help.honeybook.com/en/articles/2209070-issue-a-refund-to-your-client.md): Send money back to your clients within the HoneyBook platform
- [Managing Payments Made Outside of HoneyBook](https://help.honeybook.com/en/articles/6343211-managing-payments-made-outside-of-honeybook.md): Update your smart files to track when you handle refunds outside of HoneyBook's platform.

## HoneyBook Balance

- [HoneyBook Balance Checking Account: Eligibility, features, and how to apply](https://help.honeybook.com/en/articles/7045322-honeybook-balance-checking-account-eligibility-features-and-how-to-apply.md): No fees. Instant payments. Tax savings. Apply for a HoneyBook Balance Checking Account and streamline your business finances today.
- [What documents you'll need for your HoneyBook Balance Checking Account application](https://help.honeybook.com/en/articles/8664008-what-documents-you-ll-need-for-your-honeybook-balance-checking-account-application.md): Learn what documents you might need to submit, how to troubleshoot rejected documents, and about how your data is secured
- [Quick start guide: HoneyBook Balance](https://help.honeybook.com/en/articles/9986434-quick-start-guide-honeybook-balance.md): Get your account set up so you can get the benefits of your new HoneyBook Balance Checking Account
- [Continue setting up your HoneyBook Balance Checking Account](https://help.honeybook.com/en/articles/9986446-continue-setting-up-your-honeybook-balance-checking-account.md): Get even more out of your HoneyBook Balance Checking Account by using these features
- [Order, activate, or cancel your HoneyBook Balance Visa® debit cards](https://help.honeybook.com/en/articles/8103228-order-activate-or-cancel-your-honeybook-balance-visa-debit-cards.md): Learn how to order, activate, or cancel your virtual or physical HoneyBook Balance Visa® debit card, plus manage PIN and security
- [Understanding the difference between HoneyBook Finance and HoneyBook Balance](https://help.honeybook.com/en/articles/9998832-understanding-the-difference-between-honeybook-finance-and-honeybook-balance.md): Learn how HoneyBook Finance and HoneyBook Balance work together to support your business finances, from payments to banking
- [Add your virtual HoneyBook Balance Visa® debit card to Apple Wallet or Google Wallet](https://help.honeybook.com/en/articles/8689134-add-your-virtual-honeybook-balance-visa-debit-card-to-apple-wallet-or-google-wallet.md): Use your HoneyBook Balance Visa® debit card in Apple or Google Wallet—learn how to add it from the web or mobile app
- [Review charges and report fraud on your HoneyBook Balance Visa® debit card](https://help.honeybook.com/en/articles/7980786-review-charges-and-report-fraud-on-your-honeybook-balance-visa-debit-card.md): Learn how to check charges, report fraud or ATM issues, and dispute transactions on your HoneyBook Balance Visa® debit card
- [Prevent fraud on your HoneyBook Balance Visa® debit card](https://help.honeybook.com/en/articles/2921606-prevent-fraud-on-your-honeybook-balance-visa-debit-card.md): Protect your HoneyBook Balance Visa® debit card with smart fraud-prevention habits, virtual card use, and weekly transaction reviews
- [Transfer money out of HoneyBook Balance account](https://help.honeybook.com/en/articles/8054843-transfer-money-out-of-honeybook-balance-account.md): Send money directly to other accounts to pay employees and vendors, or to your other bank accounts
- [Connect your HoneyBook Balance Checking Account to QuickBooks Online](https://help.honeybook.com/en/articles/8008178-connect-your-honeybook-balance-checking-account-to-quickbooks-online.md): Sync HoneyBook Balance with QuickBooks Online to automatically track business transactions and transfers and streamline bookkeeping
- [Use your HoneyBook Balance account to send recurring transfers](https://help.honeybook.com/en/articles/9631322-use-your-honeybook-balance-account-to-send-recurring-transfers.md): Automatically send money to other accounts to pay for salaries, retainers, and bills.
- [Explore income and expense projections](https://help.honeybook.com/en/articles/8417276-explore-income-and-expense-projections.md): Regularly review your cashflow projections and historical metrics so you can make informed decisions about your money
- [Track business spending and project profitability with HoneyBook Balance](https://help.honeybook.com/en/articles/8121250-track-business-spending-and-project-profitability-with-honeybook-balance.md): Use HoneyBook Balance and your Visa® debit card to track expenses, monitor project profitability, and improve your financial strategy
- [HoneyBook Balance Visa® debit card: Features, limits, and ATM access](https://help.honeybook.com/en/articles/9998874-honeybook-balance-visa-debit-card-features-limits-and-atm-access.md): Get fast access to your funds with the HoneyBook Balance debit card—track business expenses, make purchases, and withdraw cash with ease
- [Get account statements and transaction reports](https://help.honeybook.com/en/articles/8314074-get-account-statements-and-transaction-reports.md): Download monthly account statements and transaction reports to see where your money comes and goes
- [How to read the Transactions table in HoneyBook Balance](https://help.honeybook.com/en/articles/8421790-how-to-read-the-transactions-table-in-honeybook-balance.md): Get more information about what appears in the "Transactions" table and what you can do in it
- [Why refunds/declined transactions/authorization holds appear on your account](https://help.honeybook.com/en/articles/9467220-why-refunds-declined-transactions-authorization-holds-appear-on-your-account.md): Why the different pending transactions appear on your transactions table.
- [Use your HoneyBook Balance Checking Account to process refunds](https://help.honeybook.com/en/articles/9845617-use-your-honeybook-balance-checking-account-to-process-refunds.md): Learn how to use funds in your HoneyBook Balance Checking Account—or a linked bank account—to process client refunds
- [Automatically categorize business expenses in HoneyBook Balance](https://help.honeybook.com/en/articles/10404855-automatically-categorize-business-expenses-in-honeybook-balance.md): Automatically categorize business expenses in HoneyBook Balance to track spending, simplify bookkeeping, and maximize tax-deductible business expenses
- [Save for taxes and goals with savings buckets in HoneyBook Balance](https://help.honeybook.com/en/articles/7981500-save-for-taxes-and-goals-with-savings-buckets-in-honeybook-balance.md): Automatically save a portion of each client payment for taxes and financial goals using savings buckets in HoneyBook Balance
- [How payments are different with a HoneyBook Balance account](https://help.honeybook.com/en/articles/8107965-how-payments-are-different-with-a-honeybook-balance-account.md): How long it takes for credit card payments and bank transfers to reach your HoneyBook Balance Business Checking Account
- [Connect Venmo to HoneyBook Balance account](https://help.honeybook.com/en/articles/8302989-connect-venmo-to-honeybook-balance-account.md): Connect your business checking account to Venmo to transfer payments received in Venmo to HoneyBook Balance

## 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

## HoneyBook's Legacy Files

- [Find your legacy proposal files that were converted to smart files](https://help.honeybook.com/en/articles/5748069-find-your-legacy-proposal-files-that-were-converted-to-smart-files.md): How to send smart files that replicate the legacy proposal file experience.
- [Find your legacy brochure files that were converted to smart files](https://help.honeybook.com/en/articles/5760820-find-your-legacy-brochure-files-that-were-converted-to-smart-files.md): How to send smart files that replicate the legacy brochure file experience.
- [The differences between smart files and legacy files](https://help.honeybook.com/en/articles/5776807-the-differences-between-smart-files-and-legacy-files.md): Comparing similarities and differences between legacy files and smart files
- [Find legacy contract files that were converted to smart files](https://help.honeybook.com/en/articles/5747938-find-legacy-contract-files-that-were-converted-to-smart-files.md): Where to get the contract files that you had converted from legacy files to smart files
- [Find and use legacy questionnaire files that were converted to smart files](https://help.honeybook.com/en/articles/5761138-find-and-use-legacy-questionnaire-files-that-were-converted-to-smart-files.md): How to use smart files that replicate the legacy questionnaire file experience.
- [Legacy questionnaire files FAQs](https://help.honeybook.com/en/articles/9860086-legacy-questionnaire-files-faqs.md): Answers to frequently-asked questions about legacy questionnaires, editing questionnaires, and limiting who'll get the questionnaire.