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HoneyBook Education
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76 results returned

  • How can I get and qualify leads with HoneyBook AI?

    Learn how HoneyBook AI can help you: Stay on top of your hottest leads without feeling overwhelmed Discover potential clients hiding out in your Gmail inbox Get deeper insights into your contacts, so you can personalize communication and build stronger...

    • Duration 5m
    • Beginner

  • How can I have better meetings with HoneyBook AI?

    Learn how HoneyBook AI can help you have better meetings by: Creating project recaps that keep you on top of every detail Capturing accurate meeting notes automatically so you can be more present with your clients

    • Duration 5m
    • Beginner

  • How do I write AI prompts with CARE?

    Learn how to prompt AI tools effectively so they can deliver personalized responses that sound like you and work for your business. Discover the unique power of HoneyBook AI to save yourself time and get unprecedented insight into your business.

    • Duration 10m
    • Beginner

  • 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 combining the power of HoneyBook with Timeline Genius and Prismm (formerly known as Allseated) will make planning your...

    • 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