Start Here: How to Use the Honey Platform

Audience: All Honey users (Sites, Sponsors, CROs, Phone Assessment Teams)

Purpose: Provide a quick starting point for new users by directing them to the most relevant guides based on their role.

What is Honey?

Honey is Trialbee’s patient recruitment platform used to manage and track candidates for clinical trials.

Depending on your role, you may use Honey to:

• Review candidate referrals
• Contact potential participants
• Monitor recruitment performance
• Manage study settings and users

If you're new to the platform, start by identifying which type of user you are below.

For a full overview of the platform, see: What is Honey?

Choose Your Role

I am a Site User

Site users review candidate referrals, contact potential participants, and update their progress in the study.

Start here:

1. New referral notification (email)
2. Select the workspace, study, and referral
3. Review the referral 
4. Contact the referral 
5. Update the referral 

These guides walk through the full referral workflow used by research sites.

I am a Phone Assessment User

Phone assessment users conduct secondary screening calls before referring candidates to sites.

Start here:

1. New candidate notification (email) [P-A] 
2. Select the workspace, study, and candidate [P-A] 
3. Review the candidate [P-A] 
4. Contact the candidate [P-A] 
5. Update the candidate [P-A] 

These articles explain how to perform phone-based screening and transfer candidates to study sites.

I am a Sponsor or CRO User

Sponsor and CRO users monitor recruitment progress, track site activity, and review study performance.

Start here:

1. Select the workspace and study (Sponsors & CROs) 
2. Module overview (Sponsors & CROs) 
3. Using analytics dashboards (Sponsors & CROs) 
4. Monitor for referrals (Sponsors & CROs) 

These guides explain how to monitor recruitment and support site engagement.

Need help contacting candidates?

Honey includes built-in communication tools.

Learn more here:

• What are the different ways to contact a patient? 
• How can I use browser calling? 
• What’s the browser calling experience for the patient? 

Looking for definitions or metrics?

These articles explain common terms used throughout the platform:

• Honey Glossary 
• Honey’s candidate status definitions 
• What metrics do I see on the Study progress tab? 

Still need help?

You can contact Trialbee Support by email: support@trialbee.com, or by submitting a ticket in the Support Portal.

For details, see:

• How do I contact customer support?

• What are the support hours? 

More articles

What should I do after logging in?

Why can’t I log in to Honey?

How do I contact customer support?