You will want to take a few moments to thoroughly set up your HoneyBook account right in the beginning. Of course, going back later is always possible, but completing it now will save you tons of time later.
Branding Your Account
Your brand is who you are—it’s the heart and soul of your business. Uploading your company’s images and assets into HoneyBook ensures that all communication going out of the platform looks like your company and aligns with your brand, and the clients receiving your files and emails will feel the continuity!
You can add brand elements to several different aspects of your account. You can add a main logo, secondary logo, your brand colors, and a header image.
This logo is featured on the image banner at the top of Brochures, Proposals, Contracts, and Invoices. Image size is 100 x 100 px and images should be in PNG, JPG, or GIF format.
This logo is featured in the header of your Contracts. Ideal image size is 300 x 100 px and images should be in PNG, JPG, or GIF format.
Main Button Color
Your button color will show on any client-facing buttons in files or emails. You can select from the color chart or type in a hex code.
Default Header Image
This is the image you see in your projects and files. You can choose to upload a new image, or select from any images you’ve already added to your Library. Headers will default to this image when you create new projects or files, but you can always change them. The ideal image size is 750 x 300 px.
Leads can come from anywhere—social media, organic online searches, word of mouth—so customizing your lead sources is crucial to understanding exactly where your business is coming from and which channels are working best for you.
Some stages are built into your HoneyBook account and cannot be moved or deleted, because certain actions that your clients take on files will automatically trigger movement between these stages. These stages are indicated by a lock icon in the customization screen. That said, you can also add your own stages to really customize your workflow!
The Pipeline is your homepage and shows all of your workspaces and events at a glance. You can filter the pipeline view by event status and access your event overviews and workspaces. Workspace stages must be manually moved. In your pipeline, click on the workspace stage and select the appropriate stage from the drop-down menu.
A workspace is a place where you can communicate and coordinate with clients and other vendors about an event. It is also the place where your client brochures, proposals, invoices, and questionnaires are stored. You can send messages and collaborate through the feed. A wedding can have multiple workspaces. If you are working with multiple vendors on a specific event and want to keep their communications private from your clients, create a new workspace to work with them; they will only be able to view content in the workspace they are a part of. Be sure to check to see if vendors have been added before you send an email.
A file can be a proposal, contract, questionnaire, or timeline. You add files to workspaces.
Adding Team Members
This is one of the best features in HoneyBook! If you have an assistant coordinator you’d like to share information with, simply add them to the file. They will not need to own a HoneyBook account.
I’m your host, Valerie Pritt, wedding planner educator and content director for Engaged Wedding Planner Academy.
Engaged Wedding Planner Academy (EWPA) provides a free resource list, business building products, and online training for the inexperienced wedding planner. We are a learning gateway for those researching how to become a wedding planner to those seeking to sharpen their skills and confidence.
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