HoneyBook

Create custom project types in HoneyBook to filter, label, and automate your workflows based on the services you offer

Create and manage custom project types in HoneyBook

Automatically send emails to remind clients about files, project start dates, and questionnaires using HoneyBook's action emails

Set up automatic reminder emails and questionnaires in HoneyBook

Use custom contact fields in HoneyBook to personalize client profiles and streamline smart files, emails, and lead forms

Add and manage custom contact fields in HoneyBook

Confused about HoneyBook preferences? This covers the top questions about reminders, projects, and customization.

Common questions about HoneyBook project types, reminders, and preferences

Choose a default file name format in HoneyBook to auto-name smart files and keep branding consistent across templates and automations

Set a default file name format for smart files in HoneyBook

Use inquiry reminders in HoneyBook to stay on top of new leads—customize cadence and respond easily with AI-drafted replies

Use inquiry reminders in HoneyBook to follow up with leads

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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