Workflows
Learn about lead and contact forms, automations, emails, and tasks in HoneyBook
85 articles
Glossary: Workflows
Navigate, sort by, and filter projects in your pipeline
Customize your pipeline: a step-by-step guide
How to reschedule a project
What to do when a client cancels
Bulk update projects through the pipeline
Send a bulk email through your pipeline
What to do if you can't bulk update projects
Keep your pipeline clean with automated monthly cleanups
Sending emails through HoneyBook
Tips for improving your email reputation
Email content best practices
Define DKIM, SPF, and DMARC records to improve email discoverability
What to do if all of your emails are showing the same client name
Why an email could be incorrectly marked as unopened
Add an unsubscribe link to marketing emails
Attach PDFs and images to emails
Send email messages on the mobile app
Schedule your email and/or file to be sent later
Use the domain tester to find SPF or DKIM issues
Use smart fields in emails
Fix the "SPF record not found" error message
Fix the "Invalid DKIM" error message
Fix the "DKIM not signed" error message
Fix the "Invalid SPF record syntax" error message
Fix the "Unknown SPF issue" error message
Email FAQs
How can I prevent emails from being marked as spam?
Embed meeting slots in your emails