Before you start

You can send emails in HoneyBook using the HoneyBook email sender or your integrated email
Email visibility depends on whether recipients are clients or team members, and on team member permission levels
HoneyBook shows delivery status but no longer tracks the number of times an email was opened

Choose the HoneyBook email sender

If you don’t integrate your own email, HoneyBook uses default sender addresses. These may look unfamiliar to clients but are secure and expected:

System notifications such as new inquiries, scheduler sessions, client portal link emails, payment reminders, or access codes are sent from [email protected]
Regular email communications such as messages you send through projects, client workspaces, or templates are sent from randomized addresses. Each randomized address is unique to the specific message, which is why clients may see a string of numbers and letters before @pm-inbound.honeybook.com
- Even if these addresses look unusual, they are legitimate and ensure secure delivery of your HoneyBook emails

📚 Tip

Using email integration can reduce confusion about the HoneyBook email sender.

When you send emails in HoneyBook, you decide who receives them:

Add a recipient: Select the + (plus) icon, then choose a project participant. In eligible conversation replies, you can also select eligible company team members.
- Clients: Only see messages and files they were included on. They don’t automatically get access to past communication if they weren’t originally part of the thread.
- Team members: Access varies by role. Moderators, admins, super admins, and owners see full project communication, while basic team members only see threads they're added to.
Remove a recipient: Select the X by their name. They’ll no longer receive or view that message.

📣 Notes

Emails sent outside of a project, through the contact workspace, can only go to one contact. In Inbox, you can add recipients while composing a new message.
If you're using the "Send email" action in an automation, you cannot adjust the email recipients. The email will be sent to all project participants.

When sending emails in HoneyBook, you can:

Format text (bold, italics, underline, links, bulleted lists)
Choose from different fonts, font sizes, and colors
Add smart fields (in the body only)
Insert your email signature for a professional touch
Attach images, PDFs, or HoneyBook smart files. Bulk emails don’t support templates with inline or embedded images, and any inline images are removed when you apply that type of template.
Use templates to quickly send consistent, branded messages

You can send emails from multiple places in HoneyBook:

From a project’s activity feed: Send messages to participants in that project
With a smart file: Share a file with a customized email message
From the contact workspace: Send a project message or standalone email
Bulk send: Send one email to many contacts. Bulk emails don’t support templates with inline or embedded images.
With automations: Automatically send messages based on project triggers
From the Inbox on the HoneyBook desktop site: Compose a new message, add recipients, and optionally assign the message to a project

On iOS or Android, you can send emails in the HoneyBook mobile app directly through projects:

Open the HoneyBook mobile app
Tap Projects or search, to find and open the project
Tap Send email (new message) or Reply (existing thread). In eligible conversation replies, the recipient list keeps the conversation’s current client recipients by default, and you can add eligible company team members.
1. Changing the subject line starts a new thread
2. Using a template in a reply also creates a new thread
If an inline image fails to upload when you send, you’ll see this error: “Couldn't upload one or more images. Please remove them and try again.”
Write your message, or use a saved template
Tap Send

You can track whether your email was delivered and its current status:

From a project’s activity feed: See all sent emails and client replies
From the contact workspace: Review all communication across projects for that client
From the Inbox on the HoneyBook desktop site: View unread client or collaborator replies and compose a new message

📣 Note

HoneyBook no longer shows how many times an email was opened. Only the delivery status is available.

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!