About notifications

Understanding your personal notification options and settings

Updated over a week ago

You'll never miss a beat with the notification options in your account—you can be notified of incoming inquiries, client activity in files, new payments, upcoming to-dos, and more.

In this article, we'll review:

Notification center

Your notification center is found under the bell icon to the top right of your screen. It’s a HoneyBook-specific notification hub that’s available on desktop, mobile web, and the mobile app. Within this hub, you can choose to receive notifications for new inquiries, payments, and more.

When a new notification comes in, the number badge on the bell icon will update to indicate how many unread notifications you have.

To customize which notifications you receive in your notification center:

1. Click the bell icon in the top right corner of your screen to open your notification center.

2. Click the slider icon to open notification preferences.

3. Use the radio buttons to toggle notifications ON or OFF.

4. Click DONE to save your changes.

The notification center alerts that are currently available are:

  • Lead inquiries: new inquiries coming through your lead sources

  • Project-related messages: client messages or document uploads

  • Activity in client files: files viewed or completed, contracts signed, services selected, questions submitted

  • New payments: payments that have been made

  • Referral program statuses: activity on referrals you've made

Toggling these notifications ON will ensure that you see an alert about the given activity when clicking the bell icon, and will also ensure that you see the number badge on the bell icon, indicating how many unread notifications you have.

Toggling OFF notifications here will affect the alerts in the notification center itself, plus any corresponding mobile push notifications. You will still always receive email notifications for important events, such as new inquiries or recent payments that have been made.

In the notification center, you can also:

  • Mark all notifications as read at once

  • Mark an individual notification as read

  • Mark an individual notification as unread

  • Toggle between unread and all notifications

  • Select a notification to view the corresponding file, project, etc.

If you’ve already responded to a feed message or countersigned a contract, that notification will automatically mark itself as read.

Email notifications

You will always receive email notifications when new inquiries come in and when clients make a payment.

You can customize additional email notifications from the Preferences tab of your Company Settings.

The available notifications are:

  • An email containing a file hasn't been viewed by your client (email notification sent to you)

  • A file you've sent hasn't been booked (signed or paid) by your client (email notification sent to you)

  • You've drafted a file, but haven't sent it (email notification sent to you)

  • A week before a project (email notification sent to you)

  • A project you're creating conflicts with the date of an existing project (pop-up notification within HoneyBook)

  • Tracking client-facing automated emails in the activity feed of your projects

You’ll notice a pencil icon by several of the notifications. By clicking on this icon, you can adjust the timeframe that will trigger the email notification to send.

Mobile notifications

If you have the HoneyBook mobile app downloaded, you can receive push notifications for almost anything that happens in your account! Learn more about what mobile notifications are available here.

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!

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