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

First, navigate to Company Settings > Info, then click "Upload Logo". Make sure you upload a high-quality image so the picture doesn't come out blurry for your clients.

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

This feature is similar to sharing a contact on your mobile device. If enabled, this card will be included with the next message that Hona sends. It allows your client to easily save the Hona phone number and Firm email.

The color scheme that you set here will be displayed in the portal for your clients. Most firms will select colors that mirror their brand logo or firm colors. Click "Preview" to see exactly what your clients will see when logged into the portal.

The text that you put here will be displayed on the login page of the client portal. This is a great way to show your clients they're in the right place to view their updates!

The email and phone number that you put here will be displayed to your clients within the Teams section of the portal when they click the "Contact" button.

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

This section allows you to set up your default notification preference for all clients. For example, if you know that most of your clients will prefer SMS, we recommend using the default "SMS With Email Fallback" setup.

Two-way Messaging: Toggle this feature on to allow replies from clients to hit your Hona communications section. If you're interested in learning more about 2-Way Messaging, reach out to [email protected].

SMS Phone Number: This is your assigned SMS number that clients will receive all text messages from.

Voice Forwarding Number: If a client calls your Hona texting number, they will be forwarded to the number in this field, ensuring you don't miss any communication. (If this field is left empty, clients will be sent to a virtual assistant letting them know that this is an unmonitored phone number).

Automated SMS Reply: If you do not have 2-Way Messaging enabled, the message you type here will be sent to clients when they text your SMS phone number. (Please note that this section will only be visible if Two-Way messaging is disabled)

This section allows you to set up a reply-to email on mass emails. You are given 2 options.

When this section is enabled, team members who have the follower role will be able to send texts to clients.