Company Management
Manage your HoneyBook account, team, and company settings
50 articles
Glossary of company management terms for HoneyBook members
Download and export your contacts list from HoneyBook
Create a private note about a client in HoneyBook
Frequently asked questions about contacts 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
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
Send manual or automatic payment reminders in HoneyBook
Use inquiry reminders in HoneyBook to follow up with leads
Update your HoneyBook login password
Change your HoneyBook login email address
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
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
What’s included in each HoneyBook membership plan
Where to find your HoneyBook subscription charges and receipts
Understand HoneyBook membership price changes and taxes
Top questions answered about HoneyBook billing and membership
Cancel your HoneyBook membership or free trial
HoneyBook plan pricing changes: What members need to know