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Manage clients & projects

Client Stages
10 results returned
  • What will my clients experience?

    HoneyBook is built to help you create a professional and enjoyable experience for your clients.  Come see what things look like from their point of view and how the pros set up their HoneyBook accounts to save time and impress...

    • Video
    • Duration 4m
    • Rating 5.0
    • Beginner
  • How do I impress my clients with the HoneyBook client portal?

    Let's look at the client portal, which is the client-side view of your project workspace that makes you look more professional and keeps all of your communication in one easy-to-navigate place. It provides your client with a simple overview of...

    • Video
    • Duration 2m
    • Rating 5.0
    • Beginner
  • How to work less so you can make more (Shay Cochrane)

    Shay Cochrane, a commercial photographer, product stylist, and the CEO of Élevae Visuals, joins us to talk about how she has built multiple six-figure businesses while only working 16 hours a week.

    • Video
    • Duration 49m
    • Rating 5.0
    • Intermediate
  • Getting Started with HoneyBook

    Everything you need to know in order to get started with HoneyBook, including settings, branding, projects, capturing leads, getting paid and sending contracts

    • Path
    • Duration 30m
    • Beginner
  • Master client management CRM success (recording)

    Watch a recording of this 1-hour live virtual class to get a high-level understanding of the CRM tools that HoneyBook offers and how to get started using them quickly and effectively.

    • Video
    • Duration 1h
    • Beginner
  • Getting started with HoneyBook

    Just purchased membership? Join this 60 min live class to learn how to prioritize your time while setting up your new HoneyBook account

    • Event
    • Duration 1h
    • Beginner
  • How do I navigate my pipeline?

    The project pipeline is where you can view and organize all your opportunities and client projects in one place. This interactive guide walks you through how you can navigate and customize your pipeline.

    • Duration 5m
    • Beginner