Action emails
Emails you'll likely send in every project that are meant to gather info, remind the client to look at a contract, or remind a client that the project will begin soon.
Bookkeeper access
How your accountants and bookkeepers can get added to your HoneyBook account without them viewing project details.
Contact
Any project participants that aren't team members. This includes clients, vendors, and collaborators. These are managed from the Contacts tab, are added to projects.
Free file setup
The free service you can use to transfer your business documents into HoneyBook. This is available when you first join HoneyBook. Learn more about the free file transformation service.
Library
Where your images and non-HoneyBook files are stored (like PDFs).
Membership receipt
The details of the charge that covers your HoneyBook membership subscription. You'll likely want to use this during tax season. Learn more about your membership receipt.
Multiple companies
Separate companies you manage from within your HoneyBook account. The only thing joining these together is that you can switch between them from the top nav menu (when you select your profile photo). This is different from managing multiple HoneyBook accounts (which you can merge if you contact support).
Preferred vendor
A collaborator you've favorited. You can filter for these on the Contacts list.
Security phone number
The phone number used to complete 2FA when you want to change your bank account info, personal account info, or to complete 2-step verification.
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!