Collaboration and Communication

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

19 articles in this collection
Written by Marika Tabilio

Managing your team

Adding team members

Invite your team members to collaborate on projects in HoneyBook

Written by Marika Tabilio
Updated over a week ago

Team member roles in HoneyBook

Understanding the options for your team's permissions and roles

Written by Marika Tabilio
Updated over a week ago

Assigning a Project to a team member

How to assign a Project or Inquiry to a team member

Written by Marika Tabilio
Updated over a week ago

Can I edit my team members' files?

Understanding the editing capabilities of roles in HoneyBook

Written by Marika Tabilio
Updated over a week ago

Managing your clients and contacts

Adding your clients to HoneyBook

How to import your client or contact list into your HoneyBook account

Written by Marika Tabilio
Updated over a week ago

Exporting your HoneyBook contact list

How to download your client and contact list from HoneyBook

Written by Marika Tabilio
Updated over a week ago

If I have a client that is also a vendor, what tab will they be in?

Understanding where to find your clients if they are also a vendor or other creative

Written by Marika Tabilio
Updated over a week ago

Communicating with clients

Communicating through HoneyBook

How to send emails, files, and other attachments to clients and collaborators through the platform

Written by Marika Tabilio
Updated over a week ago

Sending messages through the Activity Feed

How to email your clients directly through HoneyBook

Written by Marika Tabilio
Updated over a week ago

Customizing your emails

Personalize your email communication with clients when you send out your files

Written by Marika Tabilio
Updated over a week ago

How to know if a client read your email

Here's how you can tell whether someone has opened your email

Written by Marika Tabilio
Updated over a week ago

Why are my emails being marked as spam?

What to do when you've synced your Gmail, but your messages to clients are being marked as spam

Written by Marika Tabilio
Updated over a week ago

Why has the link to access a file expired?

What to do when the links to access your Invoices, Contracts, Proposals and more expire

Written by Marika Tabilio
Updated over a week ago

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

How to create separate email threads with specific Project or Workspace participant(s)

Written by Marika Tabilio
Updated over a week ago

Scheduling an email or file send

How to create an email and/or file now, but schedule it to send at a later date and time

Written by Marika Tabilio
Updated this week

Sending PDFs and images as email attachments

How to attach files and pictures to HoneyBook communications

Written by Marika Tabilio
Updated over a week ago

When can I add attachments to my emails?

Understanding when attachments can be sent in HoneyBook

Written by Marika Tabilio
Updated over a week ago

Can I set up an "out of office" response or an auto-reply?

Understanding what's possible with HoneyBook's automations

Written by Marika Tabilio
Updated over a week ago

Sending a Batch Email

How to send an email to many contacts at once

Written by Marika Tabilio
Updated over a week ago