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Switching between businesses.

  • October 25, 2024
  • 1 reply
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I have two businesses setup in HoneyBook. I created a project under one business name and need to move it to another business. Is there a way to do that without having to create it again as a new project?

Best answer by Monica R

Hey @Bryan Case !

 

Here are steps to transfer a project from one company to a second company:

  1. In your Project Pipeline -> Click "Option" on the project you'd like to assign and select "Refer" from the drop-down menu
  2. When you refer, this must be to the email of a *Team Member* on the second company that is *not* a team member on the first company.

Feel free to reach out to Support at Concierge@honeybook.com for more assistance :) 

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1 reply

Monica R
HoneyBook Community Team
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  • Monica RHoneyBook Community Team
  • HoneyBook Community Team
  • Answer
  • October 28, 2024

Hey @Bryan Case !

 

Here are steps to transfer a project from one company to a second company:

  1. In your Project Pipeline -> Click "Option" on the project you'd like to assign and select "Refer" from the drop-down menu
  2. When you refer, this must be to the email of a *Team Member* on the second company that is *not* a team member on the first company.

Feel free to reach out to Support at Concierge@honeybook.com for more assistance :) 

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