HoneyBook’s “Contacts” page is the central place in your HoneyBook account where you can view, organize, and manage all your client relationships. Whether you’re handling new inquiries, long-term clients, or vendors, this page streamlines communication and helps you track every interaction.
📚 Tip
Think of the “Contacts” page as your creative business’s CRM — tailored specifically for independent service providers.
The “Contacts" page isn’t just a list—it’s your client relationship command center. Managing and organizing your contacts is faster, smarter, and more customizable than ever.
Key features of the HoneyBook Contacts page
Contact list view
Browse a complete list of everyone you’ve connected with through HoneyBook on the “Contacts” page — including clients, leads, and vendors. Each contact displays a name and email address, and if provided:
Last interaction date
Phone number
Related organization
Tags
Related projects
Additional information
Birthday
Use the search bar to quickly find contacts by name, email address, or other relevant details.
Contact details panel
Selecting a contact on the “Contacts” page opens a detailed side panel, which includes:
Full contact information
Communication history
Related organization
Related projects
Notes and activities, such as meetings or payments
This provides a holistic view of every interaction, helping you stay informed and prepared.
Customize your contacts table view
On the “Contacts” page, you can fully tailor how your contacts table appears:
Use filters |
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Show or hide columns |
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Reorder columns |
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Sort by column |
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Advanced filters for smarter lead management
The “Contacts” page offers enhanced contact filtering options, allowing you to sort and segment your contacts more effectively based on critical lead and client data. When you select Filter, you can:
Track contacts by last interaction date
Filter based on custom fields — including single-select, multi-select, and date field types
Sort by associated projects, organizations, or tags
Why this matters: Manually managing leads can be time-consuming and overwhelming. These new filters reduce the mental load and make it easier to surface high-priority contacts — helping you take action faster and never miss an opportunity.
By empowering you to quickly identify which leads need attention, these filters support proactive relationship-building, improve follow-ups, and ultimately increase your conversion rate within HoneyBook.
Still have questions? Feel free to send us a message by clicking the Question Mark icon on any HoneyBook page. Our team is always happy to help!