Collaboration and Communication

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

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18 articles in this collection
Written by Marika Tabilio
Communicating with clients

Communicating through HoneyBook

How to send emails, files, and other attachments to clients and collaborators through the platform
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Written by Marika Tabilio
Updated over a week ago

Adding your clients to HoneyBook

How to import your client or contact list into your HoneyBook account
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Written by Marika Tabilio
Updated over a week ago

Exporting your HoneyBook contact list

How to download your client and contact list from HoneyBook
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Written by Marika Tabilio
Updated over a week ago

Sending messages through the Activity Feed

How to email your clients directly through HoneyBook
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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)
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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
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Written by Marika Tabilio
Updated over a week ago

Customizing your emails

Personalize your email communication with clients when you send out your files
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Written by Marika Tabilio
Updated over a week ago

Sending a Batch Email

How to send an email to many contacts at once
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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
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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
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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
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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
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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
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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
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Written by Marika Tabilio
Updated over a week ago