My Workflow

Understanding Projects, Workspaces, Contact Forms, and Workflows in HoneyBook

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29 articles in this collection
Written by Marika Tabilio
Projects & Workspaces

Understanding the Project Pipeline

Easily keep track of each Project's status in HoneyBook
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Written by Marika Tabilio
Updated over a week ago

Customizing your Pipeline stages

Add Project statuses that fit your business needs
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Written by Marika Tabilio
Updated over a week ago

Understanding Workspaces

Answering the age-old question: what is a Workspace in HoneyBook?
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Written by Marika Tabilio
Updated over a week ago

Adding a new Project

How to add a Project to your HoneyBook Pipeline
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Written by Marika Tabilio
Updated over a week ago

Manually adding a new Inquiry

How to manually add a new Inquiry to your Project Pipeline
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Written by Marika Tabilio
Updated over a week ago

Creating a related Workspace

How to create a new Workspace within a Project
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Written by Marika Tabilio
Updated over a week ago

Adding a participant to a Project or Workspace

What happens when you add a participant's email address to a Project or Workspace—and how to do it
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Written by Marika Tabilio
Updated over a week ago

Who receives emails in a Project or Workspace?

Understanding who will be notified when there is activity within a Project or on a file
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Written by Marika Tabilio
Updated over a week ago

Removing a participant from a Workspace

How to remove someone as a participant from a Project or Workspace
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Written by Marika Tabilio
Updated over a week ago

Editing a contact's information

How to update a client's contact details
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Written by Marika Tabilio
Updated over a week ago

Understanding and using the Tasks tool

How to manage your task list in HoneyBook
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Written by Marika Tabilio
Updated over a week ago

Adding a task

How to add a task to a specific Project or your main task list
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Written by Marika Tabilio
Updated over a week ago

Deleting a task

How to remove a task from a Project or your task list
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Written by Marika Tabilio
Updated over a week ago

Using the time tracker

How to track and automatically calculate billable hours
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Written by Marika Tabilio
Updated over a week ago

What to do if a client cancels

Here's what to do in HoneyBook when a client cancels their Project
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Written by Marika Tabilio
Updated over a week ago

Deleting a Workspace

How to remove a Workspace from a Project
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Written by Marika Tabilio
Updated over a week ago

Deleting or archiving a Project

How to remove an individual Project from your Pipeline
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Written by Marika Tabilio
Updated over a week ago

Bulk updating Project stages

How to bulk delete or move multiple Projects to the Archived stage at once
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Written by Marika Tabilio
Updated over a week ago
Contact Forms & Workflows

Workflow FAQ and Set Up Guide

How to set up automated Workflows in HoneyBook
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Written by Marika Tabilio
Updated over a week ago

Customizing the HoneyBook Contact Form

How to create and customize a Contact Form in your HoneyBook account
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Written by Marika Tabilio
Updated over a week ago

Embedding your Contact Form

How to install your Contact Form on some of the most commonly used websites
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Written by Marika Tabilio
Updated over a week ago

Installing the HoneyBook Contact Form on a Squarespace website

How to embed your Contact Form onto a Squarespace site
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Written by Marika Tabilio
Updated over a week ago

Installing the HoneyBook Contact Form on a Weebly website

How to embed your Contact Form onto a Weebly site
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Written by Marika Tabilio
Updated over a week ago

Installing the HoneyBook Contact Form on a Wix website

How to embed your Contact Form onto a Wix site
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Written by Marika Tabilio
Updated over a week ago

Installing the HoneyBook Contact Form on a WordPress website

How to embed your Contact Form onto a WordPress site
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Written by Marika Tabilio
Updated over a week ago

Using multiple Contact Forms

How many Contact Forms you can create, and how to work with multiple Contact Forms
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Written by Marika Tabilio
Updated over a week ago

Can I use Contact Forms on different websites with different URLs?

Using your Contact Form on multiple sites
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Written by Marika Tabilio
Updated over a week ago

Why is my Workflow not working?

How to troubleshoot if a HoneyBook Workflow isn't functioning as expected
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Written by Marika Tabilio
Updated over a week ago

Deleting a Contact Form

Removing a Contact Form from use on your website and HoneyBook
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Written by Marika Tabilio
Updated over a week ago