Need to add or change some contact information for a client or vendor? Not to worry—you can make those updates from your Contacts tab or within a project.
In this article:
Editing contact details from the Contacts tab
1. From your HoneyBook home page, click the Contacts tab from the top navigation bar.
2. Locate the contact you'd like to edit within the contact list, or search using the search bar.
3. Hover over the contact you'll be editing > click the three dot icon > Edit client info.
📚 Tip
You can also click on the contact name to open the client workspace > click the pencil icon to edit.
4. Make your changes, then click Save.
Editing contact details within a project
1. Click the contact you need to edit from the participants list.
📚 Tip
From here, you can also select See More Details to open the client workspace > click the pencil icon to edit.
2. Click Edit.
3. Make your changes, then click Save.
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!