Getting Started (1)
New to Honey? Start here. This section covers everything you need to activate your account, log in successfully, configure basic settings, and understand the platform requirements. If you're setting up access for the first time, this is your starting point. We cover account activation, password reset, multi-factor authentication (MFA), system requirements, notifications, invitation links, and first-time login guidance.
Using Honey (4)
Learn how to use Honey in your day-to-day role. This section provides step-by-step guidance for Site Users, Phone Assessment Users, Sponsors, and CRO teams. Whether you're reviewing referrals, contacting candidates, or monitoring study performance, you’ll find role-specific instructions here. We cover: reviewing and updating referrals, phone pre-screening, status updates and tags, candidate communication, role-based workflows, and platform navigation.
Recruitment & Insights (3)
Understand recruitment performance and program management. This section focuses on analytics, funnel metrics, reporting, program structures, and recruitment optimization tools available in Honey. Ideal for Sponsors, CROs, and operational leads monitoring study progress. We cover: study progress dashboards, funnel performance metrics, program management, UTM tracking, reporting and exports, scaling with volume, and site performance monitoring.
Admin & Study Configuration (1)
Manage study setup, user access, and platform configuration. This section is designed for Sponsor Admins and users responsible for configuring studies, managing sites, assigning roles, and customizing the self-assessment experience. We cover: user roles and permissions, site activation and status, study settings, self-assessment customization, custom system text, and configuration best practices.
Communication & Outreach (1)
Connect with candidates directly from within Honey. This section covers all built-in calling and messaging tools, including browser calling, proxy calling, SMS, email, and WhatsApp. Learn how to contact candidates efficiently, understand how communication activity is tracked, and follow best practices to improve response rates and engagement.
Troubleshooting (4)
Experiencing an issue? Start here. Find step-by-step solutions for login problems, performance issues, calling errors, missing referrals, and email notifications.
Support & Policies (4)
Need additional help or have questions about policies? This section explains how to contact Support, view support hours, access the ticket portal, and review Honey’s terms, privacy policies, and compliance information. We cover: contacting Support, support hours, Freshdesk portal access, Terms of Service, along with data privacy and compliance information.