Product Education

Join one of our live trainings for product orientation, custom walk-throughs, and feature deep dives.

Product Education

HB101: HoneyBook Orientation

Are you a new HoneyBook member that needs a little help getting started? You’ve come to the right place! Join us to review some core HoneyBook features and functions and walk away feeling confident and ready-to-go. In these live sessions, we’ll cover:

  • Setting your account up for success with pricing & file templates
  • Funneling inquiries and existing clients into HoneyBook (both automatically and manually!)
  • Getting organized with the Project Pipeline
  • The available document types in HoneyBook
  • Building and sending a Proposal (your all-in-one booking document!)
  • Company settings
  • Any questions that you have!

Tuesday, June 22, 2021

9:00 AM - 10:00 AM PT

HB102: On-Demand Advanced Training

Check out our 30-minute deep-dives into some of HoneyBook’s most popular topics and features! To get even more out of these sessions, have your HoneyBook account open in a separate window as you watch—that way, you can follow along!

Getting Time Back: How to streamline from start to finish

Looking for ways to streamline your process and get the most out of your HoneyBook tools? Learn how to automatically funnel client information into your account, never let a task slip through the cracks, and save tons of time with this quick 30-minute webinar.

Boost Your Branding: How to stand out, save time, and increase sales

Interested in sharing beautiful, customized documents that will help you stand out with clients? The HoneyBook Brochure has you covered! Think: welcome packets, pricing guides, quotes/estimates, proofs, style guides, portfolios and more. Use this 30-minute webinar to learn how to customize and share them.

Transitioning to HoneyBook: A guide to getting started

Worried about moving your existing clients and projects to a new system? Watch this 30-minute webinar to learn how to transfer all your business assets and clients into HoneyBook—even when you’re midway through a project!

HoneyBook Payment Processing: How to get a grip on your finances

Want to know how quickly you can get paid through HoneyBook? Check out this 30-minute webinar to learn the ins and outs of payments: how to get paid via your preferred method, what to expect from processing times & fees, and more!

Meet our instructors

Marika Tabilio

Marika Tabilio

Amelia Rodelo

Amelia Rodelo

Lindsey Burger

Lindsey Burger

Welcome to the HoneyBook family and congratulations on making the decision to conquer the chaos of running your creative business. HoneyBook organizes your job seamlessly, so you can focus on what you do best: creating unforgettable moments. Now that you’ve signed up, you’re probably thinking, "Well, now what do I do?" That’s where we come in! Whether you’re a brand new member of the HoneyBook family or a HoneyBook veteran, we’ve got a training for you.