How to Set Up HONEYBOOK the RIGHT Way (Step-by-Step for Beginners!)

Need Done-For-You HoneyBook & Client Experience Systems let's chat or submit an inquiry - https://www.yoursystemspro.com/5starcrm

Hi, I'm Kenniqua Lewter, a Client Experience Systems Strategist and HoneyBook Educator. Helping service providers create client experience systems that save 10+ hours per week, build client relationships, and create a business that runs with ease. 🪴WEBSITE: https://www.yoursystemspro.com

This is the perfect video tutorial if you're looking to learn how to use HoneyBook as a complete beginner. In this video, I'm sharing what you need to have in order before investing in client management software and I'm walking through the first 5 things every new HoneyBook user should do to set up their account the right way.

HoneyBook is an awesome client management software for service providers to manage invoicing, client projects, contracts, communication, send beautiful proposals and so much more.


🪴HERE'S HOW YOU CAN WORK WITH ME:
🔗5-STAR CLIENT EXPERIENCE CRM SETUP (HONEYBOOK) https://www.yoursystemspro.com/5starcrm

🔗CLIENT EXPERIENCE ACCELERATOR (STRATEGY SESSIONS) https://www.yoursystemspro.com/accelerator

🔗CLIENT EXPERIENCE SYSTEMS TUNE-UP https://www.yoursystemspro.com/tuneup



🪴LISTEN TO PODCAST | 🎙️Systems Rehab Podcast https://systemsrehab.buzzsprout.com


🪴LET'S STAY CONNECTED!
🔗THREADS: https://www.threads.com/kenniqua.lewter
🔗INSTAGRAM: https://www.instagram.com/kenniqua.lewter



🪴MORE VIDEOS YOU MAY ENJOY
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2️⃣ https://youtu.be/7GZSYzqfOxQ?si=xBlzZDwon2oJhgli
3️⃣ https://youtu.be/ZILa_k32Vg4?si=YH2qocwS4SAyPxZo



🪴TOOLS & SYSTEMS I USE

🔗HONEYBOOK 30%OFF FIRST YEAR OF HONEYBOOK https://share.honeybook.com/kenniquaj
🔗AIRTABLE for content management and client hub: https://airtable.com/invite/r/alGyIIRv
🔗RIVERSIDE to record YouTube videos and podcasts: https://riverside.cello.so/PT6xmZdyhWa



///DISCLAIMER: Links included in this description might be affiliate links. If you purchase a product or service with the links I provide, I may receive a small commission at no cost. Thank you for supporting my channel! ♥️


📸VIDEO TIMESTAMPS
00:00 Important! What I recommend before investing in client management software
07:22 HoneyBook Home and Company Settings
16:47 HoneyBook Templates
21:54 HoneyBook Contact Forms
25:02 Project Pipeline
28:17 HoneyBook Scheduler
31:18 HoneyBook Automation