HONEYBOOK SETUP GUIDE

Let’s get you
set up for success

Here, you’ll find a step-by-step guide and all the resources you need to get started with HoneyBook.

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6 steps to get started fast

STEP 1: SETTINGS

Customize your settings

First, head to your company settings to set up some basics:

Add your brand colors, fonts, and logo

Connect your own email and calendar

Enter and verify your bank details

Customize your notification preferences

These settings will get you ready to design files, send emails, accept client payments, and track progress with clients.

Open company settings

Learn more about settings

STEP 2: PROJECT PIPELINE

Customize your pipeline

Next, head to your project pipeline and lay out your process:

Edit the stages of your pipeline to fit your needs

Create a new project

Explore all the project details you can organize

This is where you’ll track opportunities and projects through every stage of your client relationships.

Go to my projects

Open interactive demo

STEP 3: FILES & TEMPLATES

Build your first file

Now for the fun part. Smart files are the interactive, online documents you’ll send to clients. They can be as simple as a single file or a multi-step experience that includes:

Questionnaires

Contracts

Service lists

Invoices

Scheduling

And more

Templates are any smart file you want to save and reuse. We recommend starting with a template and editing it to match your needs. Luckily, you have access to hundreds of professionally-designed templates to choose from.

Browse template gallery

STEP 4: LEAD FORMS

Create a lead form

Lead forms are a way for potential clients to contact you. They can be added to your website, portfolio, social profiles, and just about anywhere.

Start by creating the simple inquiry form outlined in the interactive demo. Or get fancy and use it to showcase your services, schedule calls, and even collect payments up front. See an example

Once someone fills out your lead form, you’ll see a new opportunity in the project pipeline you customized in step 2. Nifty, huh?

Create a lead form

Open interactive demo

STEP 5: AUTOMATIONS

Set up a simple automation

HoneyBook lets you automate emails, files, pipeline movement, lead capture, and more. Automations save you a lot of time, so it’s worth the time to set them up.

Start with a basic automation that sends a file to anyone who fills out your lead form. Open the interactive demo to learn how.

Go to my automations

Open interactive demo

STEP 6: PAYMENTS

Start getting paid

You made it through steps 1–5. Nice work! You’re ready to create and send invoices that let your clients pay you via credit/debit cards, bank transfers, Apple Pay, Google Pay, and more.

You can also set up recurring invoices, retainer agreements, and flexible payment terms for long-term client relationships.

All you need to do is send your first invoice.

Send an invoice

Learn how