Company Management
Manage your HoneyBook account, team, and company settings
48 articles
- Download and export your contacts list from HoneyBook
- Create a private note about a client in HoneyBook
- Mark vendors as preferred to easily find collaborators in HoneyBook
- Edit contact information in HoneyBook
- Use the Contacts page in HoneyBook to organize and manage clients
- HoneyBook’s Contacts page explained: Filters, sorting, custom fields, and more
- Use custom views to organize your contacts in HoneyBook
- Invite team members to additional companies in HoneyBook
- Remove a team member from your HoneyBook account
- About team member roles and permissions in HoneyBook
- Invite your bookkeeper to access financial reports in HoneyBook
- Common questions about team member and bookkeeper access in HoneyBook
- Manually assign projects to team members in HoneyBook
- Create and manage custom project types in HoneyBook
- Set up automatic reminder emails and questionnaires in HoneyBook
- Add and manage custom contact fields in HoneyBook
- Common questions about HoneyBook project types, reminders, and preferences
- Set a default file name format for smart files in HoneyBook
- Use inquiry reminders in HoneyBook to follow up with leads
- Manage your security phone number for two-factor authentication (2FA) in HoneyBook
- Edit your personal account settings and preferences in HoneyBook
- Set up out-of-office replies in HoneyBook to manage client expectations
- Manage out-of-office replies in HoneyBook: Common questions answered
- Troubleshoot verification code issues in HoneyBook
- Update your HoneyBook login password
- Change your HoneyBook login email
- Use your Google Account to access the HoneyBook mobile app
- Why HoneyBook may ask you to change your password
- Secure your HoneyBook account with 2-step verification login
- Verify your email to secure and access your HoneyBook account
- What to do if you can't log in: Forgotten passwords, errors, and more
- Log in to HoneyBook without a password using face or fingerprint