HoneyBook provides several options for you to communication with clients. In the following sections, we explore the different ways to create, personalize, and monitor email communication.

In HoneyBook, you can have either the platform's sender ([email protected]) or your integrated email address send emails.

Start sending and receiving messages through HoneyBook immediately after signing up. If you don't have an email to integrate or choose not to, the email address your clients will see as the sender will be [email protected].

HoneyBook supports integrations with all major email providers, like Gmail, Yahoo, AOL, iCloud, Microsoft Outlook, Hotmail, Live, and more. Here’s what you can expect if you integrate your email with HoneyBook:

When writing an email, you can edit the formatting, add a signature, or use a saved template. Note that you cannot insert pictures directly into the email, but you can attach them as files.

Whether you’re working on an email template or sending a message through a project, it’s important to understand your formatting options. In HoneyBook, you can:

Create an email signature to showcase your brand's logo, colors, contact information, and links. Easily insert this signature into your emails with a few clicks, ensuring a professional appearance every time.

You can create reusable email templates to insert in any communication with just a few clicks. These templates can also be customized for each client. This is particularly useful if you frequently have to type up the same message and anticipate doing so in the future, as it saves time.

Remember to add your email signature to your email templates to save the step of adding your signature every time you pull in an email template.

In HoneyBook, you have two options for sending emails: typing up a message or using a pre-created template. All emails must be sent through a project, which is where all communication, files, and job details are stored. Responses will also be tracked within the project.

Learn how to send a standalone email through a project’s activity feed. Once sent, all participants in the project workspace will receive the email.

You can share a smart file through email or a direct link. If you choose email, you can customize the message that accompanies the file, and it will be sent to all project participants.

You can send an email in any project that a client is part of the client workspace.

The batch and bulk email tools allow you to send one email to a group of contacts—perfect for marketing blasts. Batch and bulk emails are available only for users with email integration.

To save you from repeatedly typing and manually sending the same message, you can utilize automations for standardized emails in specific project types. These automations allow you to send the desired message at your preferred trigger and timing.

Too track emails as you send them and client emails come in, review them from the project workspace, client workspace, and from your home page's Inbox widget.

When a client replies or sends a new message through HoneyBook, it will show up in the project's activity feed. By clicking on a specific project and scrolling through its activity feed, you can see all communication that has occurred since the project was created.

Need to view a specific client’s communication history across all projects? The client workspace is where to find it.

The Inbox widget on your home page tracks recent unread client and collaborator messages across all projects, giving you a bird’s-eye-view of where you may need to follow up.

These messages will appear in the Inbox widget:

These messages will not appear in the Inbox widget:

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!