When I add a contact, will it send them a notification?
When I add a contact, will it send them a notification?
How you add a contact will determine whether they receive a notification.
Adding a contact to a project with no activity (no emails or files sent): The contact won't receive a notification
Adding a contact to a project with activity (an email or file was sent): The contact will receive a notification
Adding a contact to Contacts from the navigation menu: The contact won't receive a notification
What's the difference between a client note and a private note?
What's the difference between a client note and a private note?
A client note is where you can track info about a client, like their preferred outreach style. Client notes are accessible to other team members on your HoneyBook account.
Private notes are also specific to each contact, but no one else can read your private notes
How can I add my contacts from another platform?
How can I add my contacts from another platform?
If you're migrating from another platform, you can quickly upload your contacts list into HoneyBook if you have them in a CSV or as Google Contacts.
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!