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...
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.
Stop doing the busywork—let HoneyBook handle it for you. Learn how automations and AI can take repetitive tasks off your plate so you can focus on what you love: working with clients.
Ready to run your business in one streamlined system? This live virtual class series shows you exactly how to go from curious about HoneyBook to confidently booking clients, getting paid, and saving hours with automations. Each session builds on the...
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.
Get hands-on with automation in this multi-part series designed to take you from setup to scaling. Whether you're just getting started or ready to build advanced workflows, you'll learn how to automate your systems, reclaim your time, and grow your...
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 HoneyBook AI helps you: Draft thoughtful and human-sounding email replies Customize drafts to match your voice and style Adjust the tone and length of drafts with a single click
Learn how HoneyBook AI can help you have better meetings by: Creating project recaps that keep you on top of every detail Capturing accurate meeting notes automatically so you can be more present with your clients
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.
Just purchased membership? Join this 60 min live class to learn how to prioritize your time while setting up your new HoneyBook account
See how HoneyBook turns a new lead into a booked client and paid invoice—all in one place. Get a high-level walkthrough of the platform in action in 30 minutes.
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.
Let’s get you set up for success. This step-by-step guide has all the resources you need to get started with HoneyBook.
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.
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.
Learn how to set your branding in HoneyBook at the company level so you only have to do it once
New to HoneyBook? Let's get your new account set up quickly and easily so you can start making some magic
