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HoneyBook Education
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68 results returned

  • More clients, less chaos (recording)

    Ditch the chaos, plan with confidence. Check out this recording to see the automations CLAY venue uses to free up hours in their week and eliminate client confusion.

    • Video
    • Duration 1h
    • Rating 2.0
    • Intermediate

  • How do I customize my HoneyBook home page?

    Learn how to customize your HoneyBook home page with flexible widgets that let you organize, prioritize, and tailor your dashboard to fit your businesses top needs. 

    • Duration 5m
    • Beginner

  • How do I event plan with confidence?

    Start using the client portal as your one-stop-shop for turning your, your clients, and your vendors ideas into extraordinary events. Explore how integrating HoneyBook and Prismm (formerly known as Allseated) will make mapping and planning your next event a breeze.

    • Duration 10m
    • Beginner

  • 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.

    • Video
    • Duration 4m
    • Beginner

  • How do I create and share lead forms?

    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.

    • Duration 10m
    • Beginner

  • Getting started with HoneyBook

    Just purchased membership? Join this 60 min live class to learn how to prioritize your time while setting up your new HoneyBook account

    • Duration 1h
    • Beginner

  • Your Guide: Sole prop, LLC, or S-Corp

    Are you set up to save? Join this 60 minute live class with financial consultant Geily Romero to learn how to choose the right business structure and keep more of what you earn!

    • Event
    • Duration 1h

  • Discovering HoneyBook

    New here? Join this 35 minute demo to get a high level understanding of the features HoneyBook offers and what they can do for your business. If you don't yet have a HoneyBook account, you can create an Academy account...

    • Duration 35m
    • Beginner

  • Tax Season, Simplified

    Join this live class with financial consultant Geily Romero to learn how to simplify tax prep, maximize deductions, and confidently approach tax season.

    • Event
    • Duration 45m

  • New and Improved

    Join this 60-minute live class to get the rundown on what’s new with HoneyBook.

    • Event
    • Duration 1h

  • 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. 

    • Path
    • Intermediate

  • How do I automate repetitive tasks?

    Learn how automations can save you time by sending emails, delivering files, managing pipeline stages, following up with leads, and much more.

    • Duration 10m
    • Beginner

  • 2025 Growth Toolkit

    Check out these tips on how to stand out, save time, and achieve your 2025 goals with HoneyBook.

    • Path
    • Duration 3.3h
    • 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

  • 6 steps to start your trial fast

    Let’s get you set up for success. This step-by-step guide has all the resources you need to get started with HoneyBook.

    • Path
    • Duration 1.5h
    • Beginner

  • How do I get the right leads into 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.

    • Duration 5m
    • Beginner

  • How do I follow up with leads?

    Learn tips and best practices for organizing and following up with leads,  and to AI and automations can do the heavy lifting for you.

    • Duration 5m
    • Beginner

  • Turn leads into lasting client relationships

    Explore how HoneyBook's lead forms, AI assistant, and smart files–such as invoices and contracts–can help you get leads and book more dream clients. 

    • Path
    • Duration 30m
    • Beginner