My Account

Managing your personal and company-wide account settings in HoneyBook

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23 articles in this collection
Written by Marika Tabilio
Company Account Settings

Your HoneyBook membership

What's included in the cost of your HoneyBook subscription
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Written by Marika Tabilio
Updated over a week ago

Editing your company account settings

Changing basic business information in your company profile
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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
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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!
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Written by Marika Tabilio
Updated this week

Creating custom Project Types

How to add, edit, or remove Project Types
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Written by Marika Tabilio
Updated over a week ago

Understanding HoneyBook Reports

Breaking down what's available in the Reports section
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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
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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
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Written by Marika Tabilio
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
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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
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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
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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
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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
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Written by Marika Tabilio
Updated over a week ago

How many companies can I add to my account?

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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
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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
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Written by Marika Tabilio
Updated over a week ago