Setting up your new account
New to HoneyBook? Let's get your new account set up quickly and easily so you can start making some magic
Automations
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I didn't know I could automate that!
Let's unlock your ability to scale your business with automations in HoneyBook. Automate parts of your work and start saving time today.
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How do I set up my HoneyBook trial?
Learn how to set up your new HoneyBook trial in under five minutes, including: company settings, branding, projects, templates, lead forms, automations, and payments.
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Ready to automate? Learn the foundations (recording)
Learn the essential setup steps—like templates, preferences, and workflow planning—that unlock powerful, stress-free automations and save your most valuable asset: time.
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Scale smarter and master automation building (recording)
Watch HoneyBook Pro Kristi DaSilva walk through the new automations builder, automation use cases, AI-powered setup, and features like conditional logic and app integrations to help you grow your business without the extra effort.
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How do I migrate to Automations 2.0?
If you’ve been using the old automations builder and are now thinking of giving Automations 2.0 a try, this course breaks down the key changes and walks you through how to move everything over to Automations 2.0 without missing a...
