Hey, there! As of March 2023, HoneyBook has rebranded, which means they are updating a lot of terms and phrases we frequently use throughout our blog posts. That doesn’t change anything below; it just means you’ll see some different terminology from us moving forward. For more details, we have a breakdown of the changes in this blog!
Any time you take on a new tool or system for your business, there’s usually a learning curve involved. But once you get the lay of the land, it’s all fun and games…until you have to maintain it. As if you didn’t have enough on your plate, now you have to manage and keep up with yet another tool? That certainly doesn’t feel super fun or productive.
We all know that managing your business tools does take a little bit of extra work, but it doesn’t have to (and shouldn’t) feel overwhelming. When it comes to maintaining your HoneyBook account, specifically, there are a lot of built-in features that make things so much easier.
All it takes is a simple and consistent routine to stay on top of your notifications, leads pipeline, tasks, and more!
Watch the video below where I walk you through a few easy ways to organize and maintain your HoneyBook account, so you don’t have to deal with system overload anymore. Can’t wait now? Keep reading for the full breakdown!
Your HoneyBook homepage acts as a catch-all for everything that’s going on. It’s where you can get a 100-foot view of things like:
But here’s where it gets even better: Anytime you click into a specific section of your homepage – like new messages, for example – HoneyBook will let you know when you’re caught up! All you have to do is navigate back to your homepage, and HoneyBook will literally tell you, ‘Caught Up’ or ‘You’re Set.’ Amazing, right?
To stay on top of everything, I check my homepage first thing when I log into HoneyBook, and last thing before I log out. That way, nothing is slipping through the cracks! It also puts my mind at ease knowing I have addressed anything that’s timely – like creating a new task for a future to-do, approving a project task, or re-scheduling any upcoming events if necessary.
Next, I set time aside once or twice a week (through time blocking!) to clean up and organize my leads pipeline. Again, HoneyBook makes it super simple to see where all of your leads and projects are at any given time by keeping track of:
Just like your homepage, your leads pipeline will alert you of any new notifications that need to be addressed. From there, you can quickly get into each category and assign tasks to yourself (or other team members) to ensure things keep moving and no new leads slip through the cracks.
Finally, once or twice a year, I schedule a larger chunk of time to do a full HoneyBook cleanout. This is where I spend more time going through each section of HoneyBook and:
This always makes me feel so much better and more organized – all while making space for new leads, projects, ideas, and more!
Beyond keeping your HoneyBook organized, there are so many features and capabilities this tool has that can take your business to the next level. How do you get there, exactly? Through our HoneyBook Course inside Systems School!
Inside our HoneyBook Course, you’ll get:
Plus, you will get FULL access to future course updates as HoneyBook continues to add new amazing features, including all the tips and tricks for organizing and maintaining everything – and making it work harder for you!
