Add private notes on your contacts to keep all your client and project information in one place. These notes are only visible to you and are not shared with team members or the client.
Add private notes about a client
From the top navigation menu, select Clients > select Contacts
Select the contact you want to add private notes about
Next to the contact's name, select the pencil icon
Do not select the Notes tab, as those notes are not private
Select More details
Add your private comments > select Save
From here, your private notes are stored on that contact's profile, but are not shared with anyone else. You can review the private notes by returning here or by adding the Private Comments column to your contacts list.
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!