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.
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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.
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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
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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!
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New and Improved
Join this 60-minute live class to get the rundown on what’s new with HoneyBook.
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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.
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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...
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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.
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How do I automate repetitive tasks?
HoneyBook lets you automate emails, files, pipeline movement, lead capture, and more. This interactive walkthrough guide will show you how.
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2025 Growth Toolkit
Check out these tips on how to stand out, save time, and achieve your 2025 goals with HoneyBook.
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How do I automate repetitive tasks?
HoneyBook lets you automate emails, files, pipeline movement, lead capture, and more. This interactive walkthrough guide will show you how.
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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.
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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.
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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.
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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.
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Build lasting client connections with HoneyBook
Stop chasing and start attracting — Join our live class to discover how the right process can ignite client chemistry that converts.
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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.
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How do I plan for the future with HoneyBook Finance?
Learn how HoneyBook Finance helps you plan for the future by giving you a complete picture of your income, spending & savings.
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Financially prepare for the unexpected
Stop losing sleep over your business finances — join our live class to discover how HoneyBook’s tools can safeguard your business and fuel your growth.
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Turn leads into lasting clients
Stop chasing and start attracting 🚀 — Join Matthew Eriksen and HoneyBook for an interactive live class to discover how the right process can ignite client chemistry that converts. Reality check86% of leads are booking the business that gets back...
