The main way to communicate with your clients in HoneyBook is through a project. This eliminates the need to switch between HoneyBook and your email and ensures communication is tracked in one place.
Start a new message thread
Find and open the project you'd like to send an message in
You can search using the search bar, or find the project from your pipeline
Select the Activity tab of the project
Click the Reply to:/Sent to: field to open the email composer
Select Send New Email
From the Send to: field, set the message recipients. You can:
Keep as-is
Select the plus (+) sign to add a new project participant who will receive the message
Click the X by a recipient's name to remove them from the message
Choose when to send the message:
Send immediately: Select Send
If you need to undo the send, you can click Undo for up to 5 seconds after you select Send
Schedule the message for later: Select the dropdown next to the Send button > Schedule send
The recipients will get your message in their email inboxes and it will also appear in the project's activity feed.
Reply to a previously-sent message
📣 Note
Replying to a message/email threading is only possible if you've integrated your email with HoneyBook.
Locate the message you'd like to reply to and click the Reply to this message icon
This will open a new draft message along the thread in the email composer
From the Reply to: field, set the message recipients. You can:
Keep as-is
Select the plus (+) sign to add a new project participant who will receive the message
Click the X by a recipient's name to remove them from the message
Choose when to send the message:
Send immediately: Select Send
If you need to undo the send, you can click Undo for up to 5 seconds after you select Send
Schedule the message for later: Select the dropdown next to the Send button > Schedule send
The recipients will get your message in their email inboxes and it will also appear in the project's activity feed.
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!