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Collaboration and Communication
Collaboration and Communication
Adding and managing clients & team members in HoneyBook for streamlined collaboration
21 articles in this collection
Written by
Marika Tabilio
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
Sending messages through the Activity Feed
How to email your clients directly through HoneyBook
Written by
Marika Tabilio
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
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 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
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 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