{"id":91228,"date":"2023-10-11T11:48:56","date_gmt":"2023-10-11T18:48:56","guid":{"rendered":"https:\/\/honeybook-blog.site.strattic.io\/?p=91228"},"modified":"2024-10-28T04:48:10","modified_gmt":"2024-10-28T11:48:10","slug":"honeybook-setup","status":"publish","type":"post","link":"https:\/\/hbb.dev.reliablepenguin.com\/blog\/honeybook-setup","title":{"rendered":"HoneyBook setup guide: how to transition to HoneyBook stress-free"},"content":{"rendered":"\n<p class=\"has-text-align-center\"><em>Make HoneyBook setup easy with these options for transitioning your existing work into the platform. With these steps, you can grow and scale inside HoneyBook with ease.<\/em><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1024\" height=\"793\" src=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/10\/honeybook-setup-guide-1024x793.jpg\" alt=\"Woman setting up HoneyBook\" class=\"wp-image-91229\" srcset=\"https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/10\/honeybook-setup-guide-1024x793.jpg 1024w, https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/10\/honeybook-setup-guide-300x232.jpg 300w, https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/10\/honeybook-setup-guide-768x594.jpg 768w, https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/10\/honeybook-setup-guide-1536x1189.jpg 1536w, https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/10\/honeybook-setup-guide.jpg 2000w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>Getting started with any new software can be overwhelming, but it doesn\u2019t have to be. If you\u2019ve just started using HoneyBook, you can leverage a variety of free services and education to get started successfully (and with less stress on your end).&nbsp;<\/p>\n\n\n\n<p>Learn how to take advantage of HoneyBook\u2019s free file setup services, plus use this guide to make sure you\u2019re accomplishing some of the highest-priority onboarding steps. These steps ensure you won\u2019t have any operating hiccups and you can continue to build out your account with ease.&nbsp;<\/p>\n\n\n\n<p><strong>Jump to:&nbsp;<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"#file-setup\">How to use HoneyBook\u2019s free file setup services<\/a><\/li>\n\n\n\n<li><a href=\"#onboarding\">Steps for HoneyBook onboarding<\/a><\/li>\n\n\n\n<li><a href=\"#assets\">Upload your brand assets<\/a><\/li>\n\n\n\n<li><a href=\"#bank-account\">Add your business bank account<\/a><\/li>\n\n\n\n<li><a href=\"#projects\">Set up your different project types\/services<\/a><\/li>\n\n\n\n<li><a href=\"#templates\">Build your files templates<\/a><\/li>\n\n\n\n<li><a href=\"#lead-capture\">Create a form for lead capture<\/a><\/li>\n\n\n\n<li><a href=\"#automations\">Setup your initial automations<\/a><\/li>\n\n\n\n<li><a href=\"#project-pipeline\">Explore your project pipeline and client workspace<\/a><\/li>\n\n\n\n<li><a href=\"#honeybook\">Get set up with HoneyBook quickly <\/a><\/li>\n<\/ul>\n\n\n\n<span id=\"file-setup\"><\/span>\n\n\n\n<h2 class=\"wp-block-heading\">How to use HoneyBook\u2019s free file setup service<\/h2>\n\n\n\n<p>If you\u2019re an existing business owner, you likely have current processes, systems, and documents in place. Whether your files currently exist in docs, spreadsheets, PDFs, or a combination of formats, you can use HoneyBook\u2019s <a href=\"https:\/\/help.honeybook.com\/en\/articles\/5628882-honeybook-s-free-file-transformation-service\">file setup service<\/a> to migrate them into your new account for free.&nbsp;<\/p>\n\n\n\n<p>We\u2019ll take your existing files and build them into your HoneyBook account. From there, you can edit and use them as needed, but you don\u2019t need to take the time to migrate them into HoneyBook on your own.&nbsp;<\/p>\n\n\n\n<p>You can send your files in .doc, .pdf, .jpg, .png, .xls, and .txt formats. Some examples of file types you can send in include:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Pricing lists<\/li>\n\n\n\n<li>Lists of packages and services<\/li>\n\n\n\n<li>Contract language<\/li>\n\n\n\n<li>Lead and client questionnaires<\/li>\n\n\n\n<li>Spreadsheet of existing clients and open invoices<\/li>\n<\/ul>\n\n\n\n<p>Once you upload your files, just wait 72 hours and you\u2019ll hear back from our team when your templates are ready in your account. You\u2019ll be able to find them in <a href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/app\/my-templates\">My Templates<\/a>, where you can star the templates you use the most, organize them into folders, and start sending them to clients.&nbsp;<\/p>\n\n\n\n<div class=\"wp-block-ugb-container ugb-container cta-pro-tip ugb-0041221 ugb-container--v2 ugb-container--design-basic ugb-main-block\"><style>.ugb-0041221-wrapper.ugb-container__wrapper{padding-top:0 !important;padding-bottom:0 !important}.ugb-0041221-wrapper > .ugb-container__side{padding-top:35px !important;padding-bottom:35px !important}@media screen and (min-width:768px){.ugb-0041221.ugb-container{padding-top:0px !important}}<\/style><div class=\"ugb-inner-block\"><div class=\"ugb-block-content\"><div class=\"ugb-container__wrapper ugb-0041221-wrapper\"><div class=\"ugb-container__side\"><div class=\"ugb-container__content-wrapper ugb-0041221-content-wrapper\">\n<div class=\"wp-block-ugb-columns ugb-columns ugb-c9eef97 ugb-columns--design-plain ugb-columns--columns-2 ugb-main-block\"><style>.ugb-c9eef97 > .ugb-inner-block > .ugb-block-content > .ugb-columns__item{grid-template-columns:0.20fr 1.80fr !important}<\/style><div class=\"ugb-inner-block\"><div class=\"ugb-block-content\"><div class=\"ugb-columns__item ugb-c9eef97-content-wrapper\">\n<div class=\"wp-block-ugb-column ugb-column ugb-381f79f ugb-column--design-plain ugb-main-block\"><div class=\"ugb-inner-block\"><div class=\"ugb-block-content\"><div class=\"ugb-column__item ugb-381f79f-column-wrapper\"><div class=\"ugb-column__content-wrapper\">\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/03\/asset-4.svg\" alt=\"\" class=\"wp-image-83436\"\/><\/figure>\n<\/div><\/div><\/div><\/div><\/div>\n\n\n\n<div class=\"wp-block-ugb-column ugb-column ugb-97eb796 ugb-column--design-plain ugb-main-block\"><div class=\"ugb-inner-block\"><div class=\"ugb-block-content\"><div class=\"ugb-column__item ugb-97eb796-column-wrapper\"><div class=\"ugb-column__content-wrapper\">\n<p>Use HoneyBook&#8217;s <a href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/app\/account_setup\">free file setup service<\/a> to transfer existing files into your account. <\/p>\n<\/div><\/div><\/div><\/div><\/div>\n<\/div><\/div><\/div><\/div>\n<\/div><\/div><\/div><\/div><\/div><\/div>\n\n\n\n<span id=\"onboarding\"><\/span>\n\n\n\n<h2 class=\"wp-block-heading\">7 steps for HoneyBook onboarding&nbsp;<\/h2>\n\n\n\n<p>Along with building your files in HoneyBook, there are a few other onboarding steps that will get you set up for success. We recommend focusing on these setup steps before diving deeper into your account.<\/p>\n\n\n\n<span id=\"assets\"><\/span>\n\n\n\n<h3 class=\"wp-block-heading\">1. Upload your brand assets&nbsp;<\/h3>\n\n\n\n<p>HoneyBook enables you to manage business processes with leads and clients, and it\u2019s important to maintain consistency and professionalism at each step. To do so, start with <a href=\"https:\/\/help.honeybook.com\/en\/articles\/5628082-video-setting-up-your-brand\">implementing your unique brand<\/a> in your HoneyBook account.&nbsp;<\/p>\n\n\n\n<p>Within your <a href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/app\/settings\/company\/general\">company settings<\/a>, you can upload your logo, set a default theme with your brand colors and fonts, upload other brand assets and imagery, and integrate your business email account.&nbsp;<\/p>\n\n\n\n<span id=\"bank-account\"><\/span>\n\n\n\n<h3 class=\"wp-block-heading\">2. Add your business bank account<\/h3>\n\n\n\n<p>One of the biggest benefits of HoneyBook is being able to book clients and get paid in the same system. Make sure you can get paid through HoneyBook by adding your <a href=\"https:\/\/help.honeybook.com\/en\/articles\/2209105-connecting-your-bank-account-to-honeybook\">bank account<\/a> information.&nbsp;<\/p>\n\n\n\n<p>You can do so through your <a href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/app\/settings\/company\/general\">company settings<\/a>. After your bank account is connected, you can receive payments through your HoneyBook invoices, where clients can pay via credit card or ACH bank transfer.<\/p>\n\n\n\n<div class=\"wp-block-ugb-container ugb-container cta-pro-tip ugb-331613c ugb-container--v2 ugb-container--design-basic ugb-main-block\"><style>.ugb-331613c-wrapper.ugb-container__wrapper{padding-top:0 !important;padding-bottom:0 !important}.ugb-331613c-wrapper > .ugb-container__side{padding-top:35px !important;padding-bottom:35px !important}@media screen and (min-width:768px){.ugb-331613c.ugb-container{padding-top:0px !important}}<\/style><div class=\"ugb-inner-block\"><div class=\"ugb-block-content\"><div class=\"ugb-container__wrapper ugb-331613c-wrapper\"><div class=\"ugb-container__side\"><div class=\"ugb-container__content-wrapper ugb-331613c-content-wrapper\">\n<div class=\"wp-block-ugb-columns ugb-columns ugb-a05e877 ugb-columns--design-plain ugb-columns--columns-2 ugb-main-block\"><style>.ugb-a05e877 > .ugb-inner-block > .ugb-block-content > .ugb-columns__item{grid-template-columns:0.20fr 1.80fr !important}<\/style><div class=\"ugb-inner-block\"><div class=\"ugb-block-content\"><div class=\"ugb-columns__item ugb-a05e877-content-wrapper\">\n<div class=\"wp-block-ugb-column ugb-column ugb-22fd851 ugb-column--design-plain ugb-main-block\"><div class=\"ugb-inner-block\"><div class=\"ugb-block-content\"><div class=\"ugb-column__item ugb-22fd851-column-wrapper\"><div class=\"ugb-column__content-wrapper\">\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/03\/asset-4.svg\" alt=\"\" class=\"wp-image-83436\"\/><\/figure>\n<\/div><\/div><\/div><\/div><\/div>\n\n\n\n<div class=\"wp-block-ugb-column ugb-column ugb-7614322 ugb-column--design-plain ugb-main-block\"><div class=\"ugb-inner-block\"><div class=\"ugb-block-content\"><div class=\"ugb-column__item ugb-7614322-column-wrapper\"><div class=\"ugb-column__content-wrapper\">\n<p>When logged into HoneyBook, head to your <a href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/app\/settings\/company\/general\">company settings<\/a> to connect your bank account, apply your company brand, and more.<\/p>\n<\/div><\/div><\/div><\/div><\/div>\n<\/div><\/div><\/div><\/div>\n<\/div><\/div><\/div><\/div><\/div><\/div>\n\n\n\n<span id=\"projects\"><\/span>\n\n\n\n<h3 class=\"wp-block-heading\">3. Set up your different project types\/services<\/h3>\n\n\n\n<p>Establishing the different <a href=\"https:\/\/intercom.help\/honeybook-5891e2a409ff\/en\/articles\/2209112-customizing-your-project-types#customizing-your-project-types\">project types<\/a> or services that you offer is quick to set up in HoneyBook through your <a href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/app\/settings\/company\/general\">company settings<\/a>. Once these are established in your account, you can organize your work by project type, and you can set up automations based on the leads who inquire about a specific service that you offer.&nbsp;<\/p>\n\n\n\n<p>For instance, if you\u2019re a social media consultant, your project types might include:&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Social audit&nbsp;<\/li>\n\n\n\n<li>Social audit and content strategy<\/li>\n\n\n\n<li>3-month retainer<\/li>\n\n\n\n<li>12-month retainer&nbsp;<\/li>\n<\/ul>\n\n\n\n<span id=\"templates\"><\/span>\n\n\n\n<h3 class=\"wp-block-heading\">4. Build your file templates<\/h3>\n\n\n\n<p>If you have existing file templates, upload them using the <a href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/app\/account_setup\">free file setup service<\/a>. While this is an easy way to get started quickly, you can also build your file templates manually.&nbsp;<\/p>\n\n\n\n<p>To build new files, we recommend starting with the <a href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/app\/template-gallery\">HoneyBook template gallery<\/a>. There, you can browse by your needs, including:&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Invoices and <a href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/templates\/category\/invoice-templates\" target=\"_blank\" rel=\"noreferrer noopener\">invoice templates<\/a><\/li>\n\n\n\n<li>Contracts and <a href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/templates\/category\/contract-templates\">contract templates <\/a><\/li>\n\n\n\n<li>Brochures and <a class=\"wpil_keyword_link\" href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/free-brochure-templates-professionally-designed-easy-to-use\" target=\"_blank\" rel=\"noopener\" title=\"brochure templates\" data-wpil-keyword-link=\"linked\">brochure templates<\/a><\/li>\n\n\n\n<li>Proposals and proposal templates<\/li>\n\n\n\n<li>Pricing &amp; services guides<\/li>\n\n\n\n<li>and more!<\/li>\n<\/ul>\n\n\n\n<p>You can create your first <a href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/freelance-consulting-contract-template\">freelancer contract template<\/a> or to find templates that work for your business, you can also filter by specific industries, like coaching, graphic design, photography, event planning, and more.&nbsp;From a <a href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/free-invoice-templates\/tutors\">tutor invoice template<\/a> to an <a href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/free-invoice-templates\/interior-design\">interior design invoice template<\/a>, choose exactly what you need for your business to succeed.<\/p>\n\n\n\n<p>Once you choose a file template that you like, you can easily apply your branding (this is why it\u2019s so helpful to set up your company theme first), and then customize it to fit your needs. The drag-and-drop file builder makes it easy for you to remove sections you don\u2019t need or add more copy, images, videos, and actions.&nbsp;<\/p>\n\n\n\n<p>Once you\u2019re done setting up any file, you can <a href=\"https:\/\/help.honeybook.com\/en\/articles\/5800225-sending-yourself-a-test-smart-file#h_7798c99050\">send yourself a test file<\/a> so you can see exactly what the client experience will look like.&nbsp;<\/p>\n\n\n\n<span id=\"lead-capture\"><\/span>\n\n\n\n<h3 class=\"wp-block-heading\">5. Create a form for lead capture<\/h3>\n\n\n\n<p>HoneyBook facilitates your entire clientflow, starting with capturing new business. To do so, set up your lead capture either with a <a href=\"https:\/\/intercom.help\/honeybook-5891e2a409ff\/en\/articles\/3050322-using-the-honeybook-contact-form\">contact form<\/a> or <a href=\"https:\/\/intercom.help\/honeybook-5891e2a409ff\/en\/articles\/8202913-building-a-lead-form\">lead form<\/a>.&nbsp;<\/p>\n\n\n\n<p>Contact forms are embeddable on your website and offer a simple form for new inquiries. On the other hand, lead forms enable you to include more actions up front, like scheduling and booking your services instantly. You can link lead forms anywhere, including your website and social profiles.&nbsp;<\/p>\n\n\n\n<div class=\"wp-block-columns cta-related-posts is-layout-flex wp-container-core-columns-is-layout-28f84493 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-vertically-aligned-center left-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:66.66%\">\n<p class=\"related-post-heading\">Related Post<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><a href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/honeybook-lead-capture\">How to use HoneyBook for frictionless lead capture and management<\/a><a href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/author\/jeff-nichols\"><\/a><\/h4>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:33.33%\">\n<figure class=\"wp-block-image aligncenter size-large\"><a href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/honeybook-lead-capture\"><img decoding=\"async\" width=\"1024\" height=\"793\" src=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/08\/honeybook-lead-capture-1024x793.png\" alt=\"HoneyBook lead capture\" class=\"wp-image-89895\" srcset=\"https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/08\/honeybook-lead-capture-1024x793.png 1024w, https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/08\/honeybook-lead-capture-300x232.png 300w, https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/08\/honeybook-lead-capture-768x594.png 768w, https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/08\/honeybook-lead-capture-1536x1189.png 1536w, https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/08\/honeybook-lead-capture.png 2000w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure>\n<\/div>\n<\/div>\n\n\n\n<span id=\"automations\"><\/span>\n\n\n\n<h3 class=\"wp-block-heading\">6. Setup your initial automations<\/h3>\n\n\n\n<p>HoneyBook <a href=\"https:\/\/help.honeybook.com\/en\/articles\/2209041-automations-set-up-guide\">automations<\/a> are a powerful way to make sure your typical workflows move forward with greater consistency for your clients and less work on your end.&nbsp;<\/p>\n\n\n\n<p>By setting up your project types, files, and forms, you have everything you need to set up new automations.&nbsp;<\/p>\n\n\n\n<p>To get started, think through the different processes that you can automate. You may want to create a workflow for new leads or for clients once they\u2019re booked and onboarded.&nbsp;<\/p>\n\n\n\n<p>Your HoneyBook automations can be made up of internal task reminders, emails, and files. You can <a href=\"https:\/\/help.honeybook.com\/en\/articles\/5473490-activating-an-automation-via-contact-form-submission\">activate them via your contact form<\/a> or <a href=\"https:\/\/help.honeybook.com\/en\/articles\/8204056-connecting-lead-forms-and-automations\">lead form<\/a>, or <a href=\"https:\/\/help.honeybook.com\/en\/articles\/5473492-activating-an-automation-manually-in-a-project\">apply them manually<\/a> to a project that already exists.&nbsp;<\/p>\n\n\n\n<div class=\"wp-block-columns cta-related-posts is-layout-flex wp-container-core-columns-is-layout-28f84493 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-vertically-aligned-center left-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:66.66%\">\n<p class=\"related-post-heading\">Related Post<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><a href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/honeybook-automations\">How to use HoneyBook automations to reduce workload and elevate your client experience<\/a><a href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/author\/jeff-nichols\"><\/a><\/h4>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:33.33%\">\n<figure class=\"wp-block-image aligncenter size-large\"><a href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/honeybook-automations\"><img decoding=\"async\" width=\"1024\" height=\"793\" src=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/09\/honeybook-automations-1024x793.jpg\" alt=\"Man using HoneyBook automations\" class=\"wp-image-90988\" srcset=\"https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/09\/honeybook-automations-1024x793.jpg 1024w, https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/09\/honeybook-automations-300x232.jpg 300w, https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/09\/honeybook-automations-768x594.jpg 768w, https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/09\/honeybook-automations-1536x1189.jpg 1536w, https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/09\/honeybook-automations.jpg 2000w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure>\n<\/div>\n<\/div>\n\n\n\n<span id=\"project-pipeline\"><\/span>\n\n\n\n<h3 class=\"wp-block-heading\">7. Explore your project pipeline and client workspace&nbsp;<\/h3>\n\n\n\n<p>If you\u2019ve covered steps 1-6, you\u2019re at a good place to start capturing potential clients, booking them, and managing them in HoneyBook! As a last step, we recommend exploring your project pipeline and client workspace. You can use your <a href=\"https:\/\/help.honeybook.com\/en\/articles\/7942562-viewing-and-managing-the-client-workspace\">client workspace<\/a> to view multiple projects associated with a specific client and track their holistic relationship beyond the project level. To get started, <a href=\"https:\/\/help.honeybook.com\/en\/articles\/2286455-adding-your-clients-to-honeybook\">upload any current clients or contacts<\/a> you have into the <a href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/app\/contacts\">contacts<\/a> section of your account. <\/p>\n\n\n\n<p>In the <a href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/app\/pipeline\">project pipeline<\/a>, you can see all of your existing projects, their statuses, dates, and project types. There, you can also assign projects to any other team members you have and click into each project to view your <a class=\"wpil_keyword_link\" href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/effective-communication-with-clients\" target=\"_blank\" rel=\"noopener\" title=\"client communication\" data-wpil-keyword-link=\"linked\">client communication<\/a>, files, payments, and other details.&nbsp;<\/p>\n\n\n\n<span id=\"honeybook\"><\/span>\n\n\n\n<h2 class=\"wp-block-heading\">Get setup with HoneyBook quickly<\/h2>\n\n\n\n<p>Once your HoneyBook account is setup, it\u2019s easier to quickly onboard new clients, communicate in one place, manage your payments, and more.&nbsp;<\/p>\n\n\n\n<p>Need more assistance? Here are some additional resources you can use to get started with HoneyBook:&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Attend a <a href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/product-education\">HoneyBook orientation<\/a> webinar or view our on-demand training videos<\/li>\n\n\n\n<li>Explore the <a href=\"https:\/\/help.honeybook.com\/en\/\">HoneyBook Help Center<\/a> for more detailed information on how to set up specific features<\/li>\n\n\n\n<li>Read our <a href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/category\/honeybook-how-tos\">HoneyBook guides<\/a> on the blog to understand which HoneyBook features can solve your biggest business challenges<\/li>\n\n\n\n<li>Explore the <a href=\"https:\/\/pros.honeybook.com\/\">Pros marketplace<\/a> to hire more hands-on, consultative business support. HoneyBook Pros can go beyond setting up your account by helping you understand and improve your business processes.&nbsp;<\/li>\n<\/ul>\n\n\n\t\t<div data-elementor-type=\"section\" data-elementor-id=\"88418\" class=\"elementor elementor-88418\" data-elementor-post-type=\"elementor_library\">\n\t\t\t<div class=\"elementor-element elementor-element-9da3416 e-con-full cta_click e-flex e-con e-parent\" data-id=\"9da3416\" data-element_type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;,&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t<div class=\"elementor-element elementor-element-c140b17 e-con-full e-flex e-con e-child\" data-id=\"c140b17\" data-element_type=\"container\" data-settings=\"{&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-88a187a elementor-widget elementor-widget-image\" data-id=\"88a187a\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"527\" height=\"570\" src=\"https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/07\/cta-general-banner-yellow.png\" class=\"attachment-medium_large size-medium_large wp-image-88421\" alt=\"\" srcset=\"https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/07\/cta-general-banner-yellow.png 527w, https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/07\/cta-general-banner-yellow-277x300.png 277w\" sizes=\"(max-width: 527px) 100vw, 527px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-8393679 e-con-full e-flex e-con e-child\" data-id=\"8393679\" data-element_type=\"container\" data-settings=\"{&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-3d74046 elementor-widget elementor-widget-heading\" data-id=\"3d74046\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<span class=\"elementor-heading-title elementor-size-default\">Centralize your client management<\/span>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-98318f1 elementor-widget elementor-widget-text-editor\" data-id=\"98318f1\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">Capture leads, sell services, manage projects, and nurture client relationships from one platform.\u00a0 All that and more with HoneyBook.<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-2608d81 elementor-widget elementor-widget-button\" data-id=\"2608d81\" data-element_type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/signup\" target=\"_blank\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Get started<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\n","protected":false},"excerpt":{"rendered":"<p>Make HoneyBook setup easy with these options for transitioning your existing work into the platform. With these steps, you can grow and scale inside HoneyBook with ease. Getting started with any new software can be overwhelming, but it doesn\u2019t have to be. If you\u2019ve just started using HoneyBook, you can leverage a variety of free [&hellip;]<\/p>\n","protected":false},"author":213,"featured_media":91229,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[454,545],"tags":[74,153,529,336],"class_list":["post-91228","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-honeybook-how-tos","category-mobile-app","tag-honeybook","tag-organization","tag-templates","tag-workflow"],"acf":[],"featured_image_urls_v2":{"full":["https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/10\/honeybook-setup-guide.jpg",2000,1548,false],"thumbnail":["https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/10\/honeybook-setup-guide-150x150.jpg",150,150,true],"medium":["https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/10\/honeybook-setup-guide-300x232.jpg",300,232,true],"medium_large":["https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/10\/honeybook-setup-guide-768x594.jpg",768,594,true],"large":["https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/10\/honeybook-setup-guide-1024x793.jpg",1024,793,true],"1536x1536":["https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/10\/honeybook-setup-guide-1536x1189.jpg",1536,1189,true],"2048x2048":["https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/10\/honeybook-setup-guide.jpg",2000,1548,false]},"post_excerpt_stackable_v2":"<p>Make HoneyBook setup easy with these options for transitioning your existing work into the platform. With these steps, you can grow and scale inside HoneyBook with ease. Getting started with any new software can be overwhelming, but it doesn\u2019t have to be. If you\u2019ve just started using HoneyBook, you can leverage a variety of free services and education to get started successfully (and with less stress on your end).&nbsp; Learn how to take advantage of HoneyBook\u2019s free file setup services, plus use this guide to make sure you\u2019re accomplishing some of the highest-priority onboarding steps. These steps ensure you won\u2019t&hellip;<\/p>\n","category_list_v2":"<a href=\"https:\/\/hbb.dev.reliablepenguin.com\/blog\/category\/honeybook-how-tos\" rel=\"category tag\">HoneyBook how to's<\/a>, <a href=\"https:\/\/hbb.dev.reliablepenguin.com\/blog\/category\/mobile-app\" rel=\"category tag\">Mobile App<\/a>","author_info_v2":{"name":"HoneyBook","url":"https:\/\/hbb.dev.reliablepenguin.com\/blog\/author\/honeybook"},"comments_num_v2":"0 comments","yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Use This HoneyBook Setup Guide to Get Up &amp; Running Quickly<\/title>\n<meta name=\"description\" content=\"Make HoneyBook setup easy with these options for transitioning your existing work into the platform.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" 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