Welcome to the HoneyBook family! As you already know, HoneyBook has plenty of features that are ready to roll for you—we're here to make your life easier, after all—but there are also lots of things that you can customize to make the platform even more aligned with your business and brand.
This article references smart files, our newest file experience. If you still have legacy files in your account, you may see something a little different! Smart files are still in beta, but they’re coming soon and offering more power and customization than ever. Join the waitlist to get access ASAP!
Basic company information
Edit basic company details: name, contact info, time zone, and more
Upload your brand imagery: include your logo, brand colors, and images
Create your client portal: give your clients a fully branded experience when they log in to review their files and emails from you
Invite your team: get the whole gang collaborating on HoneyBook (UNLIMITED MEMBERSHIP PLAN ONLY)
Add your bank details: so you can get your $$$
Sync with your business email address: automatically pull emails with your client into HoneyBook, and make sure emails you send through HoneyBook come from your email address
Customize your lead sources: know exactly where your inquiries are coming from
Customize your project details fields: collect the exact information you need for every project
Customize your project types: accurately categorize projects you're working on
Set your notification preferences: get alerted when something needs attention
Set up automated emails: automatically send your clients reminders and updates
Integrate with Zapier: make life a little easier with a host of available automations
Your personal profile
Edit your personal details: name, email, phone, and more
Change your password: just in case!
Review your security phone number: be prepared for 2-step verification
Your team's communication
Create templates: set up templates for commonly-used files and pricing
Set up your contact form: auto-populate leads into your pipeline
Want to learn more?
Still have questions? Feel free to send us a message by clicking the Question Mark icon on any HoneyBook page. Our team is always happy to help!