Collaboration and Communication

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

24 articles in this collection
Written by Marika Tabilio and Elli Neeld

Managing your team

Adding and removing 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

What emails show in HoneyBook?

Understanding what messages track in a HoneyBook project

Written by Elli Neeld
Updated over a week ago

Sending messages through the activity feed

How to email your clients directly through HoneyBook

Written by Marika Tabilio
Updated yesterday

Creating an email signature template

How to craft a custom signature template for your emails

Written by Elli Neeld
Updated over a week ago

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

Creating an email template

Save time on communications by saving frequently-used email templates

Written by Marika Tabilio
Updated over a week ago

Customizing your emails

Personalize your email communication with clients

Written by Marika Tabilio
Updated yesterday

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 business email, 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

More on emailing through HoneyBook

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

Why are my emails all showing the same client name?

How to fix a common Mail app issue

Written by Elli Neeld
Updated over a week ago

What email address will my emails and files send from?

Understanding which email address your clients will see as the sender with emails, files, or communication sent through Automations

Written by Marika Tabilio
Updated over a week ago

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

What's the difference between bulk emails and batch emails?

Understanding the differences between sending a bulk email via your Project Pipeline and sending a batch email

Written by Marika Tabilio
Updated over a week ago