HoneyBook

Elli Neeld

Marika Tabilio

MacKenzie Hughes

Managing your personal and company-wide account settings in HoneyBook

My Account

How to customize and download CSV reports containing detailed company insights

Downloading HoneyBook Reports

All about HoneyBook’s pricing plans, and what’s included in yours

Your HoneyBook membership

Changing basic business information in your company profile

Editing your company account settings

How to select a default image for all your HoneyBook communications

Setting a default photo for your files

Answers to frequently-asked questions about HoneyBook's pricing plans

HoneyBook membership FAQ

How to customize your Project Details fields to suit your business — and how to use them moving forward!

Customizing and using Project Details

How to add, edit, or remove project types. Plus, what project types are, why they matter, and how different businesses use them!

Customizing your project types

Breaking down what's available in the Reports section

Understanding HoneyBook Reports

Automatically send emails that remind your clients to review files, make payments, and more

Setting up automated emails and actions

How to add and use multiple companies within one HoneyBook account

Using Multiple Companies in HoneyBook

Learning the value of white labeling your client facing URLs, the technical language of domains, and how to use custom domains in HoneyBook.

Using custom domains with HoneyBook

What to do if you already have multiple, separate HoneyBook accounts that you need to combine

Can I merge multiple HoneyBook accounts into one?

How to create an additional company within your primary account

Adding a company to your main HoneyBook account

How to toggle between companies when you have multiple companies under your HoneyBook account

Switching between multiple companies

How to add a team member to a company when you have multiple companies in HoneyBook

Adding a team member to an additional company

Understanding what account information is shared when you have multiple companies under one HoneyBook account

What is and is not shared between companies

How email addresses work with your multiple companies in HoneyBook

Understanding multiple companies and emails

Understanding the number of companies you can add to your HoneyBook account

How many companies can I add to my account?

Understanding what's possible when you have multiple companies within one HoneyBook account

Can I delete a company if I've added more than one to my main account?

Where to find and download records of your HoneyBook subscription charges

Finding your membership invoice history in HoneyBook

Understanding sales tax on your HoneyBook membership fees

Sales tax and your HoneyBook membership

What to do if you need to deactivate your HoneyBook membership

How to cancel your HoneyBook account

Learn more about hiring a HoneyBook Pro and how they can help you make the most of your HoneyBook account

What is a HoneyBook Pro?

Company Account Settings

How to include pronouns in your HoneyBook contact form, questionnaires, and email signature

Asking for and sharing pronouns in HoneyBook

Securing your account with a required code and what to expect when logging in

2-step verification login

How to add or edit a phone number for 2-step verification

Adding and editing a security phone number

If your password has been compromised, here's what you need to know

Why was I told to change my HoneyBook password?

Use the "My Account" section to edit your personal account details

Editing your personal account settings

How to update your personal notification settings for new account activity

Turning notifications on or off

Understanding your personal notification options and settings

About notifications

How to change the email address used to log in to your HoneyBook account

Changing your email address

Updating your login credentials from within your account

Changing your password

What to do when you forget your password or login credentials

Resetting a forgotten password

What to expect when updating sensitive account information

2-step verification

Personal Settings

Find answers and get help from Intercom Support and Community Experts

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