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Customize your account

Last Updated: Apr 03, 2018 08:14AM PDT

Welcome to the HoneyBook family! Let’s go over how to customize your account to reflect your company and brand.

1. Company Information

Accurately update your company details under the General tab in your company settings. Be sure to add your company type and set your default timezone.


Pro Tip: If you want to create a custom Company Type choose “Other” and HoneyBook will provide space for your own label!

Project Types: You can customize the project types in your account to match the services you offer. Once customized these project types will be available in Project Details in each project you create and can be used on your Contact Form.

2. Branding

Upload your company logo and icon by clicking Edit in the provided space. HoneyBook will pull these into tops of files, emails and headers!

Choose your company brand color! This color will show on any client facing buttons throughout your client’s experience.

Pro Tip: When selecting a brand color be sure that this color easily visible to your clients. Lighter colors may not stand out and or harder to view.

3. Bank Details

Click to add your bank account to receive the payments your clients submit. This can be a business or personal account! Once your details have been accurately saved you are all set to receive payments through HoneyBook!

4. My Account

Here you can personal information and your job title. You will have the option to connect your socials and also change your account password if needed.

Email Integration: Connect your Google Account to have HoneyBook files and messages come directly from your Gmail. Enter your Gmail account and click Add Google Address to walk through the steps to integrate.

5. Set up your master templates.

This includes pricing, contracts, questionnaires and email templates! This will make creating files and sending emails a breeze!

6. Customize your contact form

Streamline your booking process even more by installing the HoneyBook contact form on your own website! Any inquiry that goes through the contact form will auto-populate into your HoneyBook Pipeline. Remember you can then set up and automate a Workflow for a quick response.


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