Video Tutorials

Video walkthroughs to help set up HoneyBook features and manage your processes

Marika Tabilio avatar
35 articles in this collection
Written by Marika Tabilio
Getting Started & Account Set-up

Video Tutorial: Setting up your branding

A video walkthrough on uploading logos, brand imagery, colors, and your Gmail integration
Marika Tabilio avatar
Written by Marika Tabilio
Updated over a week ago

Video Tutorial: Adding a team member

A video walkthrough on inviting a team member to join your HoneyBook account
Marika Tabilio avatar
Written by Marika Tabilio
Updated over a week ago

Video Tutorial: Creating custom Project Types

A video walkthrough of how to add, edit, or remove Project Types
Marika Tabilio avatar
Written by Marika Tabilio
Updated over a week ago

Video Tutorial: Connecting your bank account to HoneyBook

A video walkthrough of how to add your bank account information to HoneyBook
Marika Tabilio avatar
Written by Marika Tabilio
Updated over a week ago

Video Tutorial: Adding existing clients

A video walkthrough on importing your contacts to HoneyBook
Marika Tabilio avatar
Written by Marika Tabilio
Updated over a week ago

Video Tutorial: Understanding the Project Pipeline

A video walkthrough on managing your Projects via the Project Pipeline
Marika Tabilio avatar
Written by Marika Tabilio
Updated over a week ago

Video Tutorial: Sending an email through HoneyBook

Video walkthrough of how to send an email via the Activity Feed
Marika Tabilio avatar
Written by Marika Tabilio
Updated over a week ago

Video Tutorial: Applying a Workflow to a Project or Contact Form

A video walkthrough on connecting your Workflow Templates to HoneyBook Projects or Contact Form inquiries
Marika Tabilio avatar
Written by Marika Tabilio
Updated over a week ago

Video Tutorial: Customizing the Contact Form

A video walkthrough of creating and customizing a Contact Form in your HoneyBook account
Marika Tabilio avatar
Written by Marika Tabilio
Updated over a week ago

Video Tutorial: Using your HoneyBook Calendar

A video walkthrough on your HoneyBook calendar, including Google Calendar and Calendly integrations
Marika Tabilio avatar
Written by Marika Tabilio
Updated over a week ago

Video Tutorial: Using HoneyBook's Bookkeeping tool

A video walkthrough on the payment, expenses, and profit & loss data available in the Bookkeeping tool
Marika Tabilio avatar
Written by Marika Tabilio
Updated over a week ago

Video Tutorial: HoneyBook Reports overview

A video walkthrough of the lead data, booking data, and financial analytics available through HoneyBook's Reports tool
Marika Tabilio avatar
Written by Marika Tabilio
Updated this week
Creating & Sending Files

Video Tutorial: Creating a new Project

A video walkthrough on adding a Project to your HoneyBook Pipeline
Marika Tabilio avatar
Written by Marika Tabilio
Updated over a week ago

Video Tutorial: Creating and sending an Invoice

A video walkthrough of how to create and send a list of services and a payment schedule to your client
Marika Tabilio avatar
Written by Marika Tabilio
Updated over a week ago

Video Tutorial: Creating and sending a Proposal

A video walkthrough of creating and sending a file that combines a list of services, a payment schedule, and a service agreement
Marika Tabilio avatar
Written by Marika Tabilio
Updated over a week ago

Video Tutorial: Adding Contract Fields

A video walkthrough on adding dynamic Contract Fields to Contracts or Proposals
Marika Tabilio avatar
Written by Marika Tabilio
Updated over a week ago

Video Tutorial: Booking a Project in Person

A video walkthrough on taking a signature or payment from a client in person
Marika Tabilio avatar
Written by Marika Tabilio
Updated over a week ago

Video Tutorial: Adjusting the tax rate in an Invoice or Proposal

Video walkthrough on changing the sales tax rate in a HoneyBook file
Marika Tabilio avatar
Written by Marika Tabilio
Updated over a week ago

Video Tutorial: Creating or editing a payment schedule

A video walkthrough on customizing the payment schedule in Invoices or Proposals
Marika Tabilio avatar
Written by Marika Tabilio
Updated over a week ago

Video Tutorial: Your clients' experience when you send a Proposal

A video walkthrough of what your client sees when you send a bookable file
Marika Tabilio avatar
Written by Marika Tabilio
Updated over a week ago

Video Tutorial: Creating and sending a Questionnaire

A video walkthrough of how to create and send a set of questions to your clients
Marika Tabilio avatar
Written by Marika Tabilio
Updated over a week ago

Video Tutorial: A client-side view of using HoneyBook

A video walkthrough for clients whose vendors use HoneyBook to do business
Marika Tabilio avatar
Written by Marika Tabilio
Updated over a week ago

Video Tutorial: Editing a file that's already been sent

A video walkthrough of how to edit and resend a previously-sent Invoice, Contract, or Proposal
Marika Tabilio avatar
Written by Marika Tabilio
Updated over a week ago

Video Tutorial: Manually marking a payment as "paid"

Video walkthrough on recording a payment you received in cash or check outside of HoneyBook
Marika Tabilio avatar
Written by Marika Tabilio
Updated over a week ago

Video Tutorial: Marking payment as "paid" in a file you've already sent

A video walkthrough on marking a payment as "paid" when the payment amount is different than listed in the payment schedule
Marika Tabilio avatar
Written by Marika Tabilio
Updated over a week ago

Video Tutorial: Issuing a refund

A video walkthrough on how to issue full or partial refunds through HoneyBook
Marika Tabilio avatar
Written by Marika Tabilio
Updated over a week ago