For emails you want to send in every project, HoneyBook can automatically send them for you. These emails might be to gather more info, remind the client to look at their contract, or remind them that the project will begin soon. HoneyBook refers to the automated emails for these actions as "action emails."
Here's what action emails you can have HoneyBook send for you:
Questionnaires
Reminders to look at a smart file (or legacy file)
Reminders that the project will begin soon
HoneyBook can also automatically expire legacy proposals and invoices 2 weeks after they're sent from this group of settings.
✅ Note
If you're looking to automate more than what's above, check out how to create automations. Automations can take care of admin work for you, like creating tasks, managing project stages, and more.
Set up automatic action email sends
From the top navigation menu, select your profile photo > select Company settings
Select the Preferences tab
In the Actions section, toggle on what action emails you want to send
Edit the settings for each active action email by selecting the pencil icon
The options available to you depend on what action email you're editing, though most will ask you to pick an email template
Any changes are automatically saved
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!