Whether you’re booking your first client or joining HoneyBook hundreds of clients deep, we aim to make it easy to get those connections imported and recorded in HoneyBook.
Once your contacts have been added, you can access your full list under the Contacts page.
📣 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 contact notes are private and visible only to the team member who wrote them.
Add individual contacts
📚 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, think about if you want to create a project too. Projects are the building blocks that support HoneyBook's range of features. Within a project, you can create and send files, communicate with clients by email, track your time and tasks, and perform even more functions. For a client named Betsy, a project could be called something like, “Betsy’s Wedding."
Add an individual client and create a project
From the navigation menu, click + NEW > select New Client
Enter the client's name and email (required), plus any other details
Click Add
You've now created both a client and a project, and you'll be taken right to the project workspace. From here, you can update the project details and start sending out emails and files.
Add an individual client without creating a project
From the navigation menu, click Clients > Contacts
Select Add Contact > Client/Lead
Enter the client's name and email (required), plus any other details
Click Add
Once added, you'll be directed right to the client workspace where you can get started adding the client to projects and sending files.
Import a list of contacts
Import a .CSV file without creating projects
If you have a list of contacts outside of HoneyBook, you can add them to your HoneyBook contacts list all at once using a .CSV file upload.
From the navigation menu, select Clients > Contacts
Select Add Contact > Import Data
Drag and drop your file or select it to upload
Match the file columns to their related HoneyBook fields
Unmatched fields will not be uploaded
If your file doesn’t have column headers, uncheck the box next to My file has headers and use the drop-down menus to label what each column holds
Click Import
📂 File requirements
The file must be in .CSV format
You can save any Google Sheet or Excel file as a .CSV file by selecting File > Download/Save As > Comma Separated Values
Up to 500 contacts can be added at a time
Maximum file size of 2MB
At minimum, the contact’s email must be included
Import Google Contacts without creating projects
From the navigation menu, select Clients > Contacts
Select Add Contact > Import Google contacts
If you haven't connected your Gmail account to HoneyBook yet, select Connect Gmail account and follow the prompts
Once you've connected your Gmail account, you'll see a list of all of your Google contacts. Select the ones you'd like to import.
Click Import
The selected contacts will be added to your Contacts list in HoneyBook.
Import a .CSV file and create projects
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!