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  • 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
  • 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
  • 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

    • Path
    • Duration 10m
    • 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