HoneyBook

This glossary defines key terms for managing companies, team members, and vendors in your HoneyBook account

Glossary of company management terms for HoneyBook members

Stay connected and organized with HoneyBook’s mobile features. Manage projects, send invoices, and handle clients anywhere!

HoneyBook on mobile: Key features for small business owners

Get tips on how to get your mobile app working again.

Troubleshooting the mobile app

Manage your HoneyBook account, team, and company settings

Company Management

Export your HoneyBook client list anytime—get names, emails, notes, and more in a downloadable CSV file

Download and export your contacts list from HoneyBook

Add private notes to HoneyBook client profiles—only visible to you—for personal reminders or sensitive details

Create a private note about a client in HoneyBook

Get answers to common questions about adding contacts, notifications, and using notes in HoneyBook

Frequently asked questions about contacts in HoneyBook

Star vendors in HoneyBook so you can quickly filter and find your favorite collaborators in your contacts list

Mark vendors as preferred to easily find collaborators in HoneyBook

Update client or collaborator information in HoneyBook from your Contacts page or directly within a project

Edit contact information in HoneyBook

Learn to use HoneyBook’s Contacts page to organize leads, manage clients, and streamline your communication—all in one place

Use the Contacts page in HoneyBook to organize and manage clients

Discover how HoneyBook’s Contacts page helps you manage clients, sort leads, and stay organized — all in one place

HoneyBook’s Contacts page explained: Filters, sorting, custom fields, and more

Manage Your Contacts and Clients

Manage multiple businesses in HoneyBook? Learn how to add team members to each company for seamless collaboration and access.

Invite team members to additional companies in HoneyBook

Remove a team member from your HoneyBook company while keeping projects organized and client information securely reassigned

Remove a team member from your HoneyBook account

Assign the right HoneyBook role to each team member to control access, protect sensitive information, and streamline collaboration

About team member roles and permissions in HoneyBook

Add your bookkeeper to HoneyBook with limited access so they can handle reports and payments—no need to share your full account

Invite your bookkeeper to access financial reports in HoneyBook

Get answers to common HoneyBook questions about adding team members, bookkeeper access, permissions, and app limitations

Common questions about team member and bookkeeper access in HoneyBook

Quickly delegate projects to your HoneyBook team by assigning them directly from the pipeline or project workspace

Manually assign projects to team members in HoneyBook

Manage Your Team Members

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 HoneyBook to send manual or automated payment reminders so clients stay on track—and you get paid faster and more reliably

Send manual or automatic payment reminders 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

Company Preferences Settings

Keep your HoneyBook account secure by adding or updating your phone number for 2-step verification and sensitive account changes

Manage your security phone number for 2-step verification in HoneyBook

Customize your HoneyBook profile by updating personal information, security settings, and communication preferences

Edit your personal account settings and preferences in HoneyBook

Learn how to set up automatic out-of-office replies in HoneyBook to notify leads and clients you're away and when they can expect a reply

Set up out-of-office replies in HoneyBook to manage client expectations

Get answers to your top out-of-office questions in HoneyBook—like trigger rules, project visibility, and reply frequency

Manage out-of-office replies in HoneyBook: Common questions answered

Personal Account Settings

Set a default header image in HoneyBook to automatically brand every new project workspace and create a consistent client experience

Set a branded default header image for projects in HoneyBook

Find out where your logos appear in HoneyBook, including lead forms, smart files, emails, and client-facing pages

How HoneyBook uses your main and secondary logos

Personalize your HoneyBook account by managing company information, smart file themes, logos, and social media links

Customize your HoneyBook company information, logos, and branding

Find answers to common HoneyBook branding questions—like editing your name, resizing logos, and customizing visual settings

Troubleshoot logo, name, and branding issues in HoneyBook

Company Brand Settings

Add additional companies to your HoneyBook account to manage multiple brands, pipelines, and bank accounts with a single login

Add multiple companies to one HoneyBook account

Easily toggle between your HoneyBook companies from the web or mobile app to manage each brand’s projects and settings

Switch between companies in your HoneyBook account

Explore what settings, tools, and data (like reports, templates, and banking) are separate between HoneyBook companies, and what’s connected

What’s shared between multiple companies in HoneyBook

Get answers to top questions about managing multiple companies in HoneyBook—adding, switching, merging, branding, and more

Manage multiple companies in HoneyBook: Common questions answered

Multiple Companies in HoneyBook

Upload images, PDFs, and more to your HoneyBook library to reuse in emails, smart files, forms, and projects—on the web or in the mobile app

Upload images and files to your HoneyBook library

Learn what’s possible with images in HoneyBook, including smart file resizing, image limits, and email attachments

Answers to your top questions about images in the HoneyBook library

The Image and File Library

Need to update your HoneyBook password? Follow these simple steps to change it directly in your account.

Update your HoneyBook login password

Learn how to change your login email in HoneyBook through account settings and 2-step verification

Change your HoneyBook login email address

Easily sign in to the HoneyBook mobile app on iOS using your Google Account linked to your HoneyBook email address

Use your Google Account to access the HoneyBook mobile app

Learn why HoneyBook may ask you to change your password—due to security alerts or extended inactivity without 2-step verification

Why HoneyBook may ask you to change your password

Add 2-step verification to your HoneyBook login for an extra layer of security using a code sent to your phone at each sign-in

Secure your HoneyBook account with 2-step verification

Secure your HoneyBook account by verifying your email address through a quick confirmation link sent to your inbox

Verify your email to secure and access your HoneyBook account

Can’t access your HoneyBook account? This guide walks you through troubleshooting password issues, passwordless login, and email errors.

What to do if you can't log in: Forgotten passwords, errors, and more

This guide walks you through setting up secure, password-free access to HoneyBook using facial recognition or fingerprints

Log in to HoneyBook without a password using face or fingerprint

Login

Compare HoneyBook membership plans to find out what features come with Starter, Essentials, and Premium pricing tiers

What’s included in each HoneyBook membership plan

View and download your HoneyBook membership invoices anytime—helpful for tracking payments, refunds, or filing taxes

Where to find your HoneyBook subscription charges and receipts

Your HoneyBook charge changed? This guide explains common causes like sales tax or the end of a promotional rate.

Understand HoneyBook membership price changes and taxes

Get answers to common HoneyBook membership questions—plan details, pricing, billing changes, payment methods, and account access

Cancel your HoneyBook membership or free trial

HoneyBook rolled out new plan pricing in February 2025—here’s what changed and how it affected existing member subscriptions

HoneyBook plan pricing changes: What members need to know

Membership

HoneyBook's Reports page helps you analyze leads, bookings, and revenue; and monitor trends over time

HoneyBook reports overview: Track revenue, leads, projects, and more

Reports

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