The industry you're in will help inform what your project types might be and how you should name them. To determine the best approach for your own projects, consider whether it is more logical to categorize them based on clients, pricing, or services.

Here are some examples of how folks organize their work through custom project types:

The most common ways members use their project types is defining their projects by:

If you've created multiple HoneyBook accounts to try it out over the years before settling in, you won't be able to swap the emails yourself. To swap the emails on the different HoneyBook accounts you own, contact support.

You can edit the message and subject line of the automated payment reminders. However, you can't set up custom reasons for automated payment reminders (like sending a reminder 30 days after a contract is signed) from your Preferences settings. You'll want to explore automations for more complex tasks like this.

If your clients aren't receiving payment reminders, you'll first want to check that the automated payment reminders you want to send are turned on, then take steps to make sure your emails aren't getting marked as spam.