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Find and use the contact workspace

Learn how to manage your leads and clients from the contact workspace, like viewing client worth, making notes, and sending a message

Updated today

The contact workspace offers a centralized place to track and manage activity with a specific lead or client. You can view all email communication, client payments, create and send emails for that contact, add new projects, and more.

The contact workspace view is available for clients and leads in your contacts list. It isn't available for project collaborators or team members.


Access the contact workspace

There are 3 ways to access the workspace:

Where to access

How to access

Contacts page

  1. From the navigation menu, select Contacts

  2. Select Clients > a contact’s name to open their contact workspace

    1. You can also add a client or lead and save the contact details

      1. Once saved, you’ll be directed to the contact workspace

Search bar

  1. Search for a client in the search bar

  2. Click the contact’s name to open their contact workspace

From a project

  1. Click a project participant icon in a project workspace

  2. Select View client details


What you can view and manage

Edit contact details

  1. Click Edit by the Contact Info section

  2. Make any necessary changes to the client's information

Add a project

  1. Click the plus (+) sign by the Related projects section

  2. Choose if you'd like to add the client to a new or existing project

  3. Enter or select the project name

  4. Click ADD TO PROJECT

Send emails

  1. Select the Communication tab to view all communication history with the client

  2. Select COMPOSE EMAIL to open the email composer

  3. Enter and edit your message, including:

    1. Edit the subject line (if you’ve started a new message)

    2. Insert an email template

    3. Format your email to your liking

    4. Insert a link

    5. Insert a session link

    6. Add your email signature

  4. Choose if you'd like to assign the email to a project

    1. Assign to project: Click the checkbox and select the relevant project from the drop-down

      1. Choose to either:

        1. Reply to the most recent email sent in the corresponding project, which will keep the same subject line and create an email thread

        2. Or, select start a new message to create a new email thread in the project

    2. Send a standalone email: Keep the assign to project checkbox unchecked

      1. Once sent, the email and any client replies will be trackable only from the contact workspace. You'll receive notifications if the client responds

  5. Click Send when you're ready

    1. Or, schedule the email to send at a later date

View upcoming meetings

From the Meetings tab, you'll be able to view any upcoming meetings with the client.

View client worth

From the Payments tab, you'll see a client worth widget that shows invoice history.

Send a pay link

From the Payments tab, you can send the client a pay link: a one-off request for payment, no project required.

📚 Tip

Learn more about pay links here.

View and add contact notes

From the Notes tab, you can view previous notes and add new notes for the contact. These notes are visible only to you.

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!