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Setting up your HoneyBook account - tell us about your experience

  • July 17, 2024
  • 0 replies
  • 30 views

kitzzy
HoneyBook Employee
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Hello!

Kitzzy here from the HoneyBook Education team managing the HoneyBook Business Academy.

I’m curious to hear about your experience when you first set up your new HoneyBook account.

  • What did you set up first?
  • How long did it take you?
  • What was your experience like? 

Need help setting up your HoneyBook account?

If you’re still setting up your account, take a look at the Settings learning path to learn more about the top things you’ll want set up, including:

  • Bank account and instant deposit
  • Project types and fields, tags, and lead sources
  • Text and email notifications 
  • Integrations for your calendar and email
  • Team members
  • Branding
  • Email signature
  • Client portal

If you took this course, comment to let us know your thoughts, your biggest takeaways, and what else you’d like to see added here. 

Thanks so much!

Kitzzy