Update contact information for a client or collaborator from either your Contacts tab or within a project.
Update contact info from the Contacts tab
From the navigation menu, select Clients > select Contacts
Hover over the contact you want to update > select the triple dot icon > select Edit client info
Make your changes
Select Save
Update contact info from within a project
The process is slightly different depending on whether you're editing a client/lead or a project collaborator (like a vendor).
Update a client's info in a project
From the navigation menu, select Projects
Select the project that holds the client you'll update
Select the client or lead you'll update from the participants list > select View client details
Next to the client's name, select the pencil icon
Make your changes > select Save
Update a collaborator's info in a project
From the navigation menu, select Projects
Select the project that holds the collaborator you'll update
Select the collaborator you'll update from the participants list > select Participant info
Next to the collaborator's name, select the pencil icon
Make your changes > select Save
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!