Managing Your Clients with Honeybook

Duration: 1.25 hours

Honeybook is a powerful client management system that will streamline your business and simplify your life if used properly. In this course, we will walk you through the Honeybook pipeline and discuss how to set up winning proposals, accept payments, integrate your email system and set up your client management portal. We will also introduce some cool methods for effectively branding your business in Honeybook.
Check out Freelance University!

Course curriculum

  • 1
    Honeybook Course
    • Honeybook Intro
    • LESSON 1: The Honeybook Dashboard
    • LESSON 2: Honeybook Business Essentials
    • LESSON 3: Project Pipeline
    • LESSON 4: Invoices and Payments
    • LESSON 5: Scheduling
    • LESSON 6: Honeybook Forms
    • LESSON 7: Reports
    • Conclusion

Instructor

  • Alicia Phillips

    Alicia Phillips

    Technology Instructor

    Alicia Phillips is a systems-obsessed chaos tamer who loves breaking down big, messy concepts into simple, actionable steps. With years of experience streamlining businesses, she teaches in a way that’s clear, practical, and just the right amount of fun—because learning shouldn’t feel like a corporate snoozefest. Whether it's tech, workflows, or operations, she’s here to make it make sense (and maybe even enjoyable).

Course Reviews

  • Great Comprehensive Overview of Honey Book

    Missy Lund

    Really enjoyed this comprehensive overview of Honeybook. I've started to do research on a CRM system for my business. This course gave me some great insigh...

    Read More

    Really enjoyed this comprehensive overview of Honeybook. I've started to do research on a CRM system for my business. This course gave me some great insights into all that Honeybook offers (which is a lot). Very well done!

    Read Less