Much like your personal account settings, customizing your company settings allows HoneyBook to work for you even more. Add your business information to make your account feel like you!
To edit your company settings:
1. From any page, click your profile photo in the top right corner of your screen.
2. Select Company Settings from the menu.
3. In the Company Brand tab, edit the information by clicking the pencil icon where visible, or by simply clicking into a field to update.
HoneyBook Tip: If you want to create a custom company type instead of selecting from our standard list, choose Other from the menu—HoneyBook will provide space for your own label!
4. In Brand Elements, customize your branding: learn more here!
5. In Email Signature, click the Edit button to craft a default email sign-off.
You can also add a logo or icon (or a few!) to your email signature by clicking the Insert Image button in the formatting toolbar—just make sure it's 100x100 px for the best quality image! You can even click the image once it's inserted to adjust its alignment.
6. In Spread the word, add in your social links! They'll pull into any company info blocks you create/add.
HoneyBook Tip: For each field you fill out, make sure you enter a link—not just a handle (i.e., instagram.com/amazinginnovations, not @amazinginnovations).
7. In More Info, edit your business address, and make sure to confirm your time zone!
Everything will save automatically, so you're ready to roll whenever your settings look good to you.
From Company Settings, you'll also find tabs for:
Client Portal: from here, customize the login screen that your clients see when you send them a link to their portal
Integrations: from here, sync your business email account, integrate with QuickBooks, hook up Calendly, integrate with Zapier, or connect your social accounts
Team: from here, invite and manage team members, and adjust team-related notification settings
Preferences: from here, edit your lead sources, project details fields, and project types; adjust your personal notification settings; and configure some automated emails
Membership: from here, adjust your subscription terms or payment method
Bank Details: from here, connect your bank account to get paid directly through HoneyBook
Payment Method: from here, learn more about and set your clients' payment options in 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!