HoneyBook

Marika Tabilio

Elli Neeld

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

Collaboration and Communication

Invite your team members to collaborate on projects in HoneyBook

Adding and removing team members

Understanding the options for your team's permissions and roles

Team member roles in HoneyBook

How to assign a project or inquiry to a member of your team

Assigning a project to a team member

Understanding the editing capabilities of roles in HoneyBook

Can I edit my team members' files?

Managing your team

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

Adding your clients to HoneyBook

How to download your client and contact list from HoneyBook

Exporting your HoneyBook contact list

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

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

Managing your clients and contacts

And reasons why a read/unread tag might be incorrect

All about email tracking

Steps you and your clients can take to boost your sender reputation and make sure messages are received

Improving your email reputation

Increase the likelihood that emails are successfully delivered from your custom domain by defining these records

Defining DKIM, SPF, and DMARC records for your custom domain

Understanding what messages track in a HoneyBook project

What emails show in HoneyBook?

How to email your clients directly through HoneyBook

Sending messages through the activity feed

How to craft a custom signature template for your emails

Creating an email signature template

How to write and format a message that doesn't trigger spam software

Email content best practices

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

Communicating through HoneyBook

Save time on communications by saving frequently-used email templates

Creating an email template

Personalize your email communication with clients

Customizing your emails

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

How to know if a client read your email

Resources to make sure your messages are received

How can I prevent emails from being marked as spam?

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

Why has the link to access a file expired?

Working with a vendor who uses HoneyBook? Here's what you need to know if you're a client!

HoneyBook client portal

Communicating with clients

How to create separate email threads with specific project or workspace participant(s)

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

Why are my emails all showing the same client name?

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

What email address will my emails and files send from?

How to attach files and pictures to HoneyBook communications

Sending PDFs and images as email attachments

Understanding when attachments can be sent in HoneyBook

When can I add attachments to my emails?

Understanding what's possible with HoneyBook's automations

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

How to send an email to many contacts at once

Sending a batch email

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

Collaboration and Communication

Managing your team

Managing your clients and contacts

Communicating with clients

More on emailing through HoneyBook