One of my all-time favorite platforms in my business is my customer relationship management software called Honeybook. You can do a number of things in there to manage your business including sending invoices and contracts, workflows and automations, email templates, scheduling, and so much more! In this video, I’m going to walk you through exactly how I setup my own company settings within my Honeybook account and how you can too.
Having your company settings in place is one of the KEY things to do right from the start because it allows your brand to be consistent within your account. You can get your brand, your colors, and your preferences in place right from the start. In addition to that, you can setup your integrations, bank details, team members, and so much more!
Getting Started with Honeybook | How to Add Your Custom Branding to Honeybook
When you first open Honeybook, you’ll open up to the dashboard. From there, you’ll want to click on the right hand corner and go to “Company Settings”. Once in there, you’ll build your “professional presence”. This is where you’ll setup your company name, your email address, phone number, company type, and your website.
Once you have these details in, scroll right below to “Brand Elements”. This is where you’ll add your logo, brand colors, and your default header image. On the right hand side, you’ll see a preview header so you can see exactly what your clients will see when you are sending files to them. Something important to note is that you can change these settings when you are ready to send the files if you’d like so you have flexibility in that.
After you have your company details setup, you can then move into setting up your email signature. You can click on the block to open up the editing settings. From there you can add your logo, your company information, and even hyperlink your website or social media handles too. Additionally, you can also choose to have your photo on the left hand side if you like instead of your logo.
This is a great way to have a very clean and polished look to your email templates and have consistency throughout your account. Finally, you can add additional details about your company below the email signature. Some people include more basic info, I like to have a simple sentence sharing more about what I do in my business.
At the very bottom of the company settings page, you can find a bunch of places to include your social media links. This can include your Twitter, Instagram. Facebook, Pinterest, and more. You can include the links to each of your different platforms so they are easy for your clients to locate. Lastly, you can include optional info underneath with your address if you like too.
These are the basic building blocks to getting your Honeybook account looking the way you visually want. This really helps your Honeybook account look and feel like YOU!
The next block you’ll want to move through to setup all of your settings in Honeybook is “Preferences”. Your “Preferences” tab can be found on the left-hand side. This will allow you as the business owner to decide what things you want to hear about and what you don’t as well as what you want your clients to be notified about. This will also help you avoid things like sending payment reminders out to clients that you did not want to send to them.
Go through each of the preferences one by one and decide what you want to be notified about. You also have a “Notifications Center” tab on the right hand side. You can find this by clicking the bell icon in the corner. One of my favorite preferences that I always have on too is “Expire proposal after 2 weeks” to ensure that someone does not book me 6 months after I send their proposal. Make sure to go through each of the small details in this section because they will serve you really will in your business.
Finally, you want to go in and setup your bank details of course. This will allow you to get paid and have the money transfer directly to your business bank account. You’ll also want to setup your integrations on the backend too. This can include your Quickbooks account, Gmail Chrome plugin, calendar integrations, and even Zoom integrations.
There you have it! You’ve now setup your Honeybook settings and your account can look professional and consistent for your clients. When you’re ready to dive into other things too like templates, brochures, contracts, and more, be sure to check out this FREE video series: Honeybook For Photographers: The Ultimate A-Z Roadmap inside the Photoboss Facebook group.
This is a 4-part video series that walks you through the 3 essential components of templates, workflows and automations, and even how to troubleshoot your account too. Myself and my online business manager, Dahlia Orth who is also a Honeybook Pro deep dive into everything together and even provide you with screen shares of our own accounts together. This is a great resource if you are ready to get into the nitty gritty of Honeybook and take advantage of all the features it has to offer.
You can also check out additional Honeybook videos on the channel below too. I’d LOVE to hear what some of your favorite takeaways were from this post. Leave a comment below and let me know!