Company Management | Help Center | HoneyBook

Help Center | HoneyBook

All Collections

Company Management

Company Management

Manage your personal and company-wide account settings in HoneyBook

52 articles

Glossary: Company Management

Manage Your Contacts and Clients

Add existing clients into your account

Export your HoneyBook contacts list

Create a private note about a client

Favorite a preferred vendor

Edit a contact's info

Manage Your Team Members

Add team members to an additional company in HoneyBook

Add a team member to your company

Remove a team member from your company

Team member roles in HoneyBook

Add your bookkeeper to your account

Team member and bookkeeper FAQs

Manually assign projects to your team members

Company Preferences Settings

Set up custom project types

Set up automatic reminder emails and questionnaires

How to add and edit custom contact fields

Company preference settings FAQs

Set a default file name format

Send a payment reminder

About inquiry reminders

Personal Account Settings

How to add and edit your security phone number

Edit your personal account settings

Set up an out of office reply

Out of office FAQs

Company Brand Settings

Set a default image for project workspace headers

Where your logos are used in HoneyBook

Manage your company brand settings

Company brand settings FAQs

Multiple Companies in HoneyBook

Add another company to your main account

Switch between your companies

What info is shared between your companies on HoneyBook

Multiple companies FAQs

Use the app to switch between your companies

The Image and File Library

Upload images and files to your library

Use the app to add images and files to your Library

Images and the Library FAQs

What's included in your HoneyBook membership

Find your membership invoice history

Why is my membership charge a different amount?

HoneyBook membership FAQ

How to cancel your HoneyBook account

Access reports from the mobile app