What this article helps with: Configuring the settings in Company Settings → Info, including your firm's logo, branding colors, contact details, notification defaults, SMS messaging setup, and mass messaging options.

Who this is for: Firm admins with access to Company Settings in Hona.

When not to use this article: If you need help with notification preferences for individual contacts (not firm-wide defaults), see Configuring Business User Notification Settings. For troubleshooting why client notifications aren't sending, see Notification Settings - Troubleshooting.

How to get here

Navigate to the top left corner menu → Company Settings → Info tab.

Logo

The image you upload here will replace the Hona logo on your dashboard and at the top of your client's portal.

Click Upload Logo and select a high-quality image — a low-resolution image may appear blurry to your clients.

Once you've uploaded a logo, you can toggle Use Company Logo in Email to apply the image to all notification emails Hona sends to your clients.

Contact Card

Similar to sharing a contact on a mobile device. When enabled, this card will be included with the next message Hona sends to a client. It allows the client to easily save the Hona phone number and firm email to their contacts.

Custom Styles

The color scheme you set here will be displayed in the client portal. Most firms select colors that match their brand logo or firm colors. Click Preview to see exactly what your clients will see when they log in.

Login Message

The text you enter here will be displayed on the login page of the client portal. This is useful for welcoming clients and confirming they're in the right place.

Contact Info

The email and phone number you enter here will be displayed to your clients in the Teams section of the portal when they click the Contact button. This is the firm-level contact information — separate from individual team member contact details.

Company Timezone & Notification Settings

This section allows you to select a default time for Hona notifications to go out. If left blank, notifications will send at 9 AM Mountain Time.

Notification Preferences

Set the firm-wide default notification preference for all clients. For example, if most of your clients prefer text messages, set the default to SMS With Email Fallback — this sends a text first and falls back to email if the text doesn't deliver.

Individual client preferences can still be overridden on a per-contact basis in the Contacts section or within a project.

SMS Messaging

Two-way Messaging — Toggle this on to allow client replies to arrive in your Hona communications section. If you're interested in enabling 2-Way Messaging, reach out to [email protected]. See also: Getting Started: 2-Way Messaging.
SMS Phone Number — Your assigned SMS number that clients receive all text messages from. This is assigned by Hona and cannot be changed by the firm admin.
Voice Forwarding Number — If a client calls your Hona texting number, they will be forwarded to the number in this field. If left empty, callers will reach a virtual assistant letting them know the number is unmonitored.
Automated SMS Reply — If Two-Way Messaging is disabled, the message you enter here will be sent to clients when they text your SMS number. This section is only visible if Two-Way Messaging is turned off.

Mass Messaging

This section controls the reply-to email address used on mass email sends. You have two options:

Users can manually set reply-to emails — The sender of each mass message can choose where replies go.
Users can choose from a pre-selected list of emails — You define a list of approved reply-to email addresses that senders can choose from.

Follower Settings

When enabled, team members with the Follower role will be able to send texts to clients directly. Use this if you have staff who need messaging access but not full user-level access.

Troubleshooting

Logo not appearing in client portal or emails — Confirm you uploaded a high-resolution image. Also check that "Use Company Logo in Email" is toggled on if you want the logo in notification emails.
Clients not receiving notifications at the right time — Check the Company Timezone & Notification Settings section. Make sure the timezone and notification send time are configured correctly.
Client not receiving texts (only emails, or nothing) — Check the Notification Preferences default and the individual contact's notification setting. If SMS is failing, confirm the client's phone number is correct in your CMS.
Client replied to a text but the reply isn't showing in Hona — Confirm Two-Way Messaging is enabled in SMS Messaging. If it's off, replies will not appear in Hona. Contact [email protected] to enable it.
Voice Forwarding not working — Confirm a phone number is entered in the Voice Forwarding Number field. If the field is blank, calls to the Hona SMS number will not forward.