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Managing your personal and company-wide account settings in HoneyBook
32 articles in this collection
Written by
Marika Tabilio,
Elli Neeld,
and
MacKenzie Hughes
Company Account Settings
Your HoneyBook membership
What's included in the cost of your HoneyBook membership
Written by
MacKenzie Hughes
Updated over a week ago
Editing your company account settings
Changing basic business information in your company profile
Written by
Marika Tabilio
Updated over a week ago
Setting a default photo for your files
How to select a default image for all your HoneyBook communications
Written by
Marika Tabilio
Updated over a week ago
Customizing and using Project Details
How to customize your Project Details fields to suit your business — and how to use them moving forward!
Written by
Marika Tabilio
Updated over a week ago
Customizing your project types
How to add, edit, or remove project types. Plus, what project types are, why they matter, and how different businesses use them!
Written by
Elli Neeld
Updated this week
Understanding HoneyBook Reports
Breaking down what's available in the Reports section
Written by
Marika Tabilio
Updated over a week ago
Setting up automated emails and actions
Automatically send emails that remind your clients to review files, make payments, and more
Written by
Marika Tabilio
Updated over a week ago
Using Multiple Companies in HoneyBook
How to add and use multiple companies within one HoneyBook account
Written by
Marika Tabilio
Updated over a week ago
Using custom domains with HoneyBook
Learning the value of white labeling your client facing URLs, the technical language of domains, and how to use custom domains in HoneyBook.
Written by
MacKenzie Hughes
Updated over a week ago
Can I merge multiple HoneyBook accounts into one?
What to do if you already have multiple, separate HoneyBook accounts that you need to combine
Written by
Marika Tabilio
Updated over a week ago
Adding a company to your main HoneyBook account
How to create an additional company within your primary account
Written by
Marika Tabilio
Updated over a week ago
Switching between multiple companies
How to toggle between companies when you have multiple companies under your HoneyBook account
Written by
Marika Tabilio
Updated over a week ago
Adding a team member to an additional company
How to add a team member to a company when you have multiple companies in HoneyBook
Written by
Marika Tabilio
Updated over a week ago
What is and is not shared between companies
Understanding what account information is shared when you have multiple companies under one HoneyBook account
Written by
Marika Tabilio
Updated this week
Understanding multiple companies and emails
How email addresses work with your multiple companies in HoneyBook
Written by
Elli Neeld
Updated this week
How many companies can I add to my account?
Understanding the number of companies you can add to your HoneyBook account
Written by
Marika Tabilio
Updated over a week ago
Can I delete a company if I've added more than one to my main account?
Understanding what's possible when you have multiple companies within one HoneyBook account
Written by
Marika Tabilio
Updated over a week ago
Finding your membership invoice history in HoneyBook
Where to find and download records of your HoneyBook subscription charges
Written by
Marika Tabilio
Updated over a week ago
Sales tax and your HoneyBook membership
Understanding sales tax on your HoneyBook membership fees
Written by
Marika Tabilio
Updated over a week ago
How to cancel your HoneyBook account
What to do if you need to deactivate your HoneyBook membership
Written by
Marika Tabilio
Updated over a week ago
What is a HoneyBook Pro?
Learn more about hiring a HoneyBook Pro and how they can help you make the most of your HoneyBook account
Written by
MacKenzie Hughes
Updated over a week ago
Personal Settings
Asking for and sharing pronouns in HoneyBook
How to include pronouns in your HoneyBook contact form, questionnaires, and email signature
Written by
Elli Neeld
Updated over a week ago
2-step verification login
Securing your account with a required code and what to expect when logging in
Written by
Elli Neeld
Updated over a week ago
Adding and editing a security phone number
How to add or edit a phone number for 2-step verification
Written by
Elli Neeld
Updated over a week ago
Why was I told to change my HoneyBook password?
If your password has been compromised, here's what you need to know
Written by
Marika Tabilio
Updated over a week ago
Editing your personal account settings
Use the "My Account" section to edit your personal account details
Written by
Marika Tabilio
Updated over a week ago
Turning notifications on or off
How to update your personal notification settings for new account activity
Written by
Marika Tabilio
Updated over a week ago
About notifications
Understanding your personal notification options and settings
Written by
Marika Tabilio
Updated over a week ago
Changing your email address
How to change the email address used to log in to your HoneyBook account
Written by
Marika Tabilio
Updated over a week ago
Changing your password
Updating your login credentials from within your account
Written by
Marika Tabilio
Updated over a week ago
Resetting a forgotten password
What to do when you forget your password or login credentials
Written by
Marika Tabilio
Updated over a week ago
2-step verification
What to expect when updating sensitive account information
Written by
Marika Tabilio
Updated over a week ago