Hona

Tristan Wright

Product Team

Tobin Whitworth

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

Hona Engage

Steps to Follow when Setting up your Hona Org

Getting Started: Your Hona Org

Learn how to create and edit the Business User accounts in your Hona Business Org

How to Add/Edit Users in Your Hona Org

Use this article to configure your firm's branding, contact info, notification defaults, SMS settings, and messaging preferences in Hona Company Settings.

Company Settings - Company Info

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

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

Ultimate guide to setting up non-feature related settings in your Hona Org.

Setting up your Hona Org (Hona Engage) 

Learn how Hona’s Lead features help Businesses improve Lead Capture and Lead Management to grow their Business.

Getting Started: Leads

Learn how Hona Engage features can provide your Business with tools for excellent Lead Management.

Utilizing Engage Features for Leads

Use a smart chatbot to collect and organize lead data in Hona automatically.

How to Configure Lead Capture Chatbot

This article walks you through the process of sending information to your CMS using our automations tool.

How to Configure Lead Automation

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

Hona Leads

Learn the best way to utilize your Hona Lead Capture Widget.

Best Practice: Lead Capture Widget

Troubleshooting: Leads Capture Widget

Use these articles to utilize Hona to capture more leads.

Support: Hona Leads

How to set up Hona's 2-Way Messaging feature, configure your SMS phone number, voice forwarding, and business contact card.

Getting Started: 2-Way Messaging

How to open client messaging threads in Hona, send messages and files, use templates and flags, and manage conversations.

How to 2-Way Message

Streamline your workflow by creating templates for your Business’s most frequently sent messages

2-Way Messaging: Message Templates

2-Way Messaging

Use this step-by-step to learn how to build a case tracker for your client's Hona portal.

How to Build a Project Type (Case Tracker)

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

How to Build Phases

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

Drip Notifications

Project Types (Case Tracker)

Use this article to learn the best way to define and organize your case types.

Best Practices for Defining Case Types

This guide covers how to organize case types, determine project phases, and create a communication timeline that builds trust while reducing manual work for your staff.

Best Practices for Building Project Types

Use this article to learn the best way to define and organize your case phases.

Best Practices for Determining your Phases

Use these articles as additional support for your Project Types.

Support: Project Types

Learn all about Hona's Team settings and why your Business should configure them in your Hona Org.

Getting Started: Team

Follow these steps to help configure the settings of your Team functionalities in Hona.

How to Configure Hona Team

Team

Learn how Calendar Events can help streamline your workflow and keep your Clients up to date on their key events and appointments.

Getting Started: Calendar Events

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 Build Calendar Event Types

Step-by-Step guide for scheduling Events for Client Projects in Hona.

How To Schedule Calendar Events

Calendar Events

What are Hona Forms and how do they bring value to my Business?

Getting Started: 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

Best Practices for managing responses to Forms sent to your Clients through Hona.

Managing Form Submissions

Forms

In this guide, we'll provide a step-by-step process for effectively building and configuring a Hona E-Signature Template.

How to Build 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

Learn how Hona’s Reputation features help Businesses collect Client feedback, boost 5-star reviews, and strengthen their overall reputation.

Getting Started: Reputation

Learn how to create, customize, and attach NPS Surveys in Hona to automatically gather Client feedback and measure satisfaction during key case milestones.

How To Configure NPS Surveys

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

How to Configure Review Requests

Use this step by step guide to learn how to manually trigger Hona's Review Request feature.

How to Send Review Requests

Step by step guide for setting up your Birthday Message feature in Hona

How to Configure Birthday Messages

Learn how to utilize Hona to increase your Business's reputation.

Reputation

Learn how to use Hona's Mass Messaging Tool.

Getting Started: Mass Messaging

Use this guide to learn how to use your Bulk Actions tool to notify more than one Client at a time.

How to Send a Mass Message

Ultimate guide to using your Bulk Actions tool for Mass Messaging and other functions.

Mass Messaging

Use this guide to add new contacts to your Stand-Alone Hona Org.

How to Create a New Client Contact (Stand-Alone Orgs ONLY)

How to bulk upload your case data into Hona without a CMS/CRM integration

How to Bulk Upload Your Case Information (Stand-Alone Orgs ONLY)

How to create a new case in Hona without a CMS/CRM integration

How to Create a New Project/Case (Stand-Alone Orgs ONLY)

Step by step guide for creating Team Member profiles in your Hona Business Org

How to Create Team Members (Stand-Alone Orgs ONLY)

Step by step guide for creating Team Roles in your Stand-Alone Hona Business Org

How to Create Team Roles (Stand-Alone Orgs ONLY)

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)

Ultimate guide for using Hona features in a Stand-Alone Hona Org.

Stand-Alone Hona Orgs (Non-Integrated)

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