Hona

Abby Peery

Tristan Wright

Braxton Medeiros

Learn about how to set up and use the features in Hona Engage.

Hona Engage

How to set up an use Hona Two-Way messaging

Two-Way Messaging in Hona

This article explains what it means to host vs port a phone number in order to help your firm decide what is best for you!

How to Host Your Business Number with Hona

Hona allows you to automate birthday messages to your clients, ensuring a personal touch without manual effort! Here’s a simple graphic to visually see how to set it up. Keep…

How to Automatically Send Birthday Messages in Hona

Hona’s Mass Messaging feature makes it easy to send a message to a group of people — or even all of your clients — in just a few steps.

Mass Messaging

View, manage, and send messages to clients. Unread messages show a green dot. Messages can be sent via SMS or email as needed.

Conversations

2-Way Messaging

How to add new project types, duplicate your project type and more

Setting up Project Types

Learn how to add, delete, and edit the content of your phases on the Hona portal

Phase Building

Case Tracker (Project Types)

How to create new company users, set up team members, and map team roles within the Hona platform.

Company Settings - Team

Team Visibility

The Events section in Hona shows all your scheduled events tied to projects

Events (Calendar)

Event Types act as templates for Calendar Events and reminders. This article will take you through the steps of creating an Event Type.

How to Create Calendar Event Types

This article explains how to create a new calendar event using the Hona Chrome Extension.

How To Create New Calendar Events

Calendar Events

What are Hona Forms?

In this guide, we'll provide a step-by-step process for effectively building a Hona Form.

How to Build a Hona Form

How to Send a Form

Sarah Uluave

Forms

This article will go over how to create a new e-signature template. These templates will be used to send requests to your clients.

How to Create an E-Signature Template

This article will show you how to send an e-signature request to your client.

How to Send an E-Signature Request From a Template

This article will detail the quick send option within the e-signature feature

E-signatures -  How to use the Quick Send

Learn how to set up E-Signature templates, automation, manual sending, and tracking.

E-Signatures

This article will detail the process of connecting your custom domain to Hona. This allows you to send emails from the custom domain.

Custom Domain Setup

How to create and manage various roles for your contacts that will allow for multiple contacts to be associated with a single project

Multiple Contacts- Standalone (unintegrated)

Learn what Drip Notifications are, how to implement them, and best practices for using them.

Drip Notifications

How to use the Review Request Feature in Hona for automated and manual requests

Client Review Requests

How to use a Net Promoter Score (NPS) in Hona

NPS - Net Promoter Score

The Reputation section contains tools that help strengthen client relationships through feedback collection and automated communication.

Reputation

Learn about how to set up the additional features in your Hona account.

Additional Features

Find answers and get help from Intercom Support and Community Experts

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