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What info is shared between your companies on HoneyBook
What info is shared between your companies on HoneyBook

Learn what account info is shared when you have multiple companies under one HoneyBook account.

Updated over 3 months ago

When you add multiple companies to your HoneyBook account, each company will exist as its own entity with its own settings, tools, projects, bank accounts, integrations, and more. Multiple companies are available for HoneyBook Premium plan members.

Your main HoneyBook account is the one you used to sign up. You can add multiple companies/brands to this account. Your HoneyBook subscription will still be managed through this main account. If you need to merge your companies together, contact support.


What's shared between companies

  • Login credentials (One login grants team members access to any company they have been added to)

  • Subscription payment method (this will only be available to the main account holder)

  • Calendar availability for client scheduling (see the specifics below)


What's not shared between companies

To get specifics on most of this list, click into the sections below.

Reports

The Reports page displays insights for projects and files created within the company you're currently viewing. This allows for better visibility into the performance of individual brands and makes accounting easier.


Bank accounts

To accept payments from different companies, you must add their respective bank accounts separately. While you can use the same bank account information for multiple companies, you still need to enter it individually in each company's settings. To add a bank account, switch to the desired company and enter your banking information.


QuickBooks integration

To integrate multiple companies with QuickBooks, you will need to individually integrate each company with your QuickBooks account. It is important to use the same QuickBooks account for each company since you can't integrate multiple QuickBooks accounts with one HoneyBook login. Learn how to integrate your QuickBooks account to HoneyBook.


Projects

Projects cannot currently be transferred between companies.


Templates

To get started, all of your existing templates will get duplicated into your new company. You are free to edit or delete these copies if they are not relevant to the new company without impacting the original templates. However, any templates created after adding a new company will not be shared with other companies.


Contact forms

Contact forms are exclusive to each individual company, allowing you to create custom forms with unique designs, questions, and settings. Leads are automatically routed to the corresponding company's pipeline.

Submission notifications for contact forms are sent to your login email. You will receive all inquiry notifications there.


Calendar and availability

While your Calendar itself will remain separate between companies, your availability will be shared when clients schedule sessions with you. This means that even if you work in multiple companies with multiple calendars, you will not be double-booked.

For example, if you have an Onboarding Session available in Company A any time between 9:00am-5:00pm on Mondays and you add a meeting to your Calendar in Company B for 9:00-10:00am next Monday, clients scheduling the Onboarding Session in Company A will only see availability from 10:00am-5:00pm on that day. The meeting in Company B will mark you as unavailable during that time.

📣 Tip

This does not apply to the Calendly integration. To integrate Calendly and use multiple companies, team members only need to integrate once. The integration will remain active across all the companies they are associated with.


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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