Customizing your emails
Personalize your email communication with clients
Marika Tabilio avatar
Written by Marika Tabilio
Updated over a week ago

When you're sending messages to your clients, it's important to sound like... well, you! HoneyBook provides some built-in email messaging suggestions to get you started, but most importantly, we always allow you to review and customize email communication.

To edit your emails before sending:

1.  Either open the email composer in a project's activity feed, or, when you're finished creating a file, click Share.

2.  Now, enter the text and/or edit your email! From the email edit screen, you can:

  • Change the email subject line

  • Edit the content of the email

  • Format the text with bolding, underlining, etc. 

  • Hyperlink text

  • Insert the first client's first name*

  • Add file or image attachments

HoneyBook Tip: If you're sending an email with a smart file, you'll need to highlight text for the formatting options to appear. You'll also be able to edit the button text (the text on the button that will link out to the smart file, automatically included at the bottom of your message once sent) from the email composer.

If you're sending an email from the activity feed of a project, you can also insert a session link.

*PLEASE NOTE: At the moment, first client first name is the only dynamic field available for emails. The field will populate with the first client participant's first name after the message is sent.

3.  You can also choose from a list of email templates—remember, you can make your own—by clicking the Templates menu. The body of the email will automatically update when you select a template.

  • HoneyBook Tip: Click the eye icon to preview what your client will see.

4.  Click Send when you're finished with your edits!

Want to learn more?

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!

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