Take notes about your projects directly within HoneyBook. Record meeting notes, jot down important pieces of info, and keep track of any inspiration that comes to you without having to keep track of what’s written where.
Create a new project note
Find and open project you'd like to add a note to
You can view your full list of projects from the the Projects tab, or use the search bar
Once in the project, select the Notes tab
Select Add a note
Create your note. You can:
Add a title
Add and format text
Add an image by clicking the photo icon
Select Add to a meeting below the note’s title > select the meeting to add the note to a meeting
Your changes will save automatically as you go. Click X when you're done
Your note will be linked to the project you’re working in, and will appear in the project's Notes tab. You can edit your note at any time by returning to it and making changes.
Choose if your client can view the project note
By default, clients cannot view project notes, but you can adjust this on a note-by-note basis.
Hover over the note in question and click the three dot icon
Depending on how the note is configured, select either Make visible to clients or Make visible only to team
Duplicate or delete a project note
Hover over the note in question and click the three dot icon
Duplicate the note by selecting the three dot icon > Duplicate
Delete the note by selecting the three dot icon > Delete > Delete Note to confirm
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!