Whether you're booking your first client or joining HoneyBook with hundreds of existing contacts, you can add them one at a time or import them in bulk. Once added, your full contact list is available under the Contacts page.
đź“Ł Note
For teams with multiple members:
Moderators, admins, super admins, and account owners can see all team contacts
Basic team members can only see contacts they've added or share a project with
Private notes are visible only to the team member who wrote them
Add an individual contact
đź“š Tip
If turned on, HoneyBook AI will automatically gather and add additional contact details, social links, and more to the new contacts you add. Learn more about lead enrichment.
Before you add a contact, consider whether you also want to create a project. Projects are the foundation of your HoneyBook workflows — they house client communication, files, payments, tasks, and scheduling all in one place.
From the navigation menu, select Contacts
Select Create new
Alternatively, select the dropdown by Create new > New contact
Enter the contact's name and email address (required), plus any optional details
To add the contact to a project, select the dropdown under “Select or create a project” to search for or create a project
Select Add contact
What happens next
If you added the contact to a project: You'll go directly to the project workspace, where you can send emails or smart files, track tasks, and manage payments
If you didn't add the contact to a project: You'll land in the contact workspace, where you can manage contact details, add them to a project later, or send files from their profile
Notification behavior
How you add a contact determines whether they receive a notification:
Adding a contact to a project with no activity: No notification sent
Adding a contact to a project with existing activity (such as an email or smart file): The contact will receive a notification
Adding a contact from the Contacts page: No notification sent
đź“š Tip
Notifications only send when a contact is added to an active project. You can safely build your contact list or draft projects without alerting clients before you're ready to reach out.
Import a list of contacts
Import Google Contacts (without creating projects)
From the navigation menu, select Contacts
Select Import from Google
Alternatively, select the dropdown by Create new > Import from Google
If you haven't connected your Gmail account yet, follow the prompts
Import a spreadsheet of contacts (without creating projects)
If you have a list of contacts outside of HoneyBook, you can add them to your contacts list all at once using a spreadsheet file.
From the navigation menu, select Contacts
Select the dropdown by Create new > Import spreadsheet
Drag and drop your file, or select Browse files to upload
Select Manage fields to match your file columns to their related HoneyBook fields
Unmatched fields won't be imported
If your file doesn't have column headers, uncheck My file has headers and use the dropdowns to label each column
Select Import
File requirements
Format: CSV or XLSX
Maximum 500 contacts per import
Maximum file size: 2 MB
Email is required for each contact
Import leads and clients and create projects
Use this option to bring leads and clients from another CRM or spreadsheet into your HoneyBook pipeline — one project is created per contact. See Import leads and clients into your pipeline in HoneyBook for full step-by-step instructions.
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!