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.
Learn the essential setup steps—like templates, preferences, and workflow planning—that unlock powerful, stress-free automations and save your most valuable asset: time.
Let's get you started on a smoother way to work with clients today. With the client portal, your clients get one branded hub for every invoice, file, and task—making it easier to stay on track and feel taken care of.
Learn how to set up your new HoneyBook trial in under five minutes, including: company settings, branding, projects, templates, lead forms, automations, and payments.
Capture leads, qualify them and take the next step in the sales process - all from one, beautifully branded page. Learn more about how to use lead forms for your business.
Let's unlock your ability to scale your business with automations in HoneyBook. Automate parts of your work and start saving time today.
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.
Learn how to get all your leads in one place so you find your dream clients. Bring all your leads into HoneyBook and let the AI Assistant do some of the legwork for you.
Learn tips and best practices for organizing and following up with leads, and to AI and automations can do the heavy lifting for you.
Discover how HoneyBook AI Chat helps you move faster and work smarter by answering questions, generating content, and offering personalized insights—right where you run your business.
Learn how the HoneyBook AI works through a project’s lifecycle, how each AI tool works to save you time, and how to adjust HoneyBook AI settings.
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...
