Collaboration and Communication | Help Center | HoneyBook

Help Center | HoneyBook

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Collaboration and Communication

Collaboration and Communication

Adding and managing clients & team members in HoneyBook for streamlined collaboration

36 articles

Managing your team

Adding and removing team members

Team member roles in HoneyBook

Assigning a project to a team member

Can I edit my team members' files?

Managing bookkeeper access

Managing your clients and contacts

Adding your clients to HoneyBook

Exporting your HoneyBook contact list

How do I delete a contact's organization?

Communicating with clients

Sending messages through the activity feed

Creating an email signature template

What emails show in HoneyBook?

All about email tracking

Creating an email template

Customizing your emails

Understanding message statuses

HoneyBook client portal

Is HoneyBook HIPAA compliant?

Using smart fields in emails

More on emailing through HoneyBook

How do I send an email or file to just one person?

Why are my emails all showing the same client name?

What email address will my emails and files send from?

Sending PDFs and images as email attachments

Setting up an out of office reply

Sending bulk and batch emails

Email deliverability and troubleshooting

How can I prevent emails from being marked as spam?

Defining DKIM, SPF, and DMARC

Email content best practices

Improving your email reputation

What are DKIM, SPF, and DMARC?

Using the domain tester

Adding an unsubscribe link to marketing emails

Resolving a DKIM not signed error

Resolving an SPF record not found error

Resolving an invalid SPF record syntax error

Resolving an unknown SPF issue error

Resolving an invalid DKIM error