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HoneyBook, would you please consider these requests to improve automations 2.0? With switching over from the old automations, I’ve noticed some gaps that I truly hope can be addressed soon or it might actually may make more sense for me to switch back to old automations. The biggest one being:In 2.0, I am no longer able to automate emails based on project date and send session date email reminders ahead of the project date (not after). i.e., 1 week away, 1 day away, 21 days before session. With 2.0, I would have to manually do this for each session. The “wait” trigger is only based off of when the automation began.The RequestsWithin an automation be able to create actions (send emails, smart files, etc.,) based on project date. For instance, 5 days before project date, 14 days after project date. Enable multiple triggers and actions within one automation. I.e., first payment made, calendal session scheduled, project date. This also eliminates multiple workflows for one project. Enable

527

8 hours ago

Ashley RufinoCreative Icon

All about ✨ AI ✨

Where are these meeting comments being generated from???

I’ve noticed on the emails going out to remind a client about a meeting that there are comments that are not anything I’ve input but are made to look like they are “from” me. Not horrible, but not a fan...especially if they don’t actually sound like me.I’m all for Ai, but to generate something on my behalf that I did not set up/agree to/implement is kind of off putting. Plus not knowing where its coming from/how its generated adds to that frustration.Any insight is greatly appreciated.Thanks!

122

4 days ago

Monica RHoneyBook Community Team

All about ✨ AI ✨

Tell us your favorite HB AI Chat prompt and win $300 dollars!

Super excited to announce our latest giveaway - all you need to do is comment your favorite HoneyBook AI Chat prompt on the contest page to enter the giveaway! We want to hear what you’re asking the AI Chat!

101

4 days ago

Rose Peterson

HoneyBook 🤝 QuickBooks Integration

Honeybooks/Quickbooks Integration

The Integration to Quickbooks has been kind of wonky since April 1st.. Paid invoices are showing on the Quickbooks bank register as a debit. The payments are showing as credits, but the Account receivable invoice still shows up as a debit. It’s showing my Quickbooks balance way off from my bank balance. I haven’t reconciled April yet, but I suspect all of these will show up as uncleared transactions. is anyone else seeing these?

7 days ago

Michelle Casso

Automation 2.0 Builder Discussion Group

before/after project date in automations 2.0

Hii! im working through all of my client’s automations right now. In old automations, you were able to select conditions such as “before” project date or after project date. I think it would be WILDLY helpful for those conditions to be in automations 2.0. I know you can do that when starting a new workflow, but I thought a major point in doing 2.0 was so you’d basically have 1 workflow rather than 3 like I do in old automations. any solutions?!

363

9 days ago

Jacque M

HoneyBook 🤝 QuickBooks Integration

Sales Tax Not Being Recorded Properly in Quickbooks

I’ve recently noticed that HoneyBook transactions are not showing up on my QB sales tax liability report. I collect sales tax on all HB invoices, and when I look at the invoices after they are sent to QB I can see the sales tax…. but those transactions are not showing up in my reports. I’ve emailed my CPA about the issue, but would love feedback from someone here who might know if something is wrong on the HB side of things, or a possible fix. Thanks!

11 days ago

Epicurean Catering

HoneyBook 🤝 QuickBooks Integration

Report Format

Did Honeybook change the layout for the downloaded Excel reports? I am finding that the data is sorted in different columns than previously downloaded reports. Also, a good feature would be a more customizable data selection feature.

120

11 days ago

Monica RHoneyBook Community Team

Pay link feature group

Pay link FAQs

1. Pay Link BasicsWhere will my pay links payments be tracked?Pay Link payments can be tracked in the following locations: Reports Client workspace Payments Once a pay link is paid, it will also be tracked in the associated project.Can I edit pay links?Pay links cannot be edited once created. If you need to make changes, delete the existing pay link and send a new one. Can clients forward my pay links?Pay links should not be forwarded. Only the intended recipient of the pay link should use it to make a payment. If forwarded to someone else, they will not be able to submit payment. Do my clients need to enter a verification code to pay a pay link?No, clients do not need to enter a verification code. They only need to fill in their name and email in the provided fields. Clients must enter the correct email address that was used for the pay link! Can my clients pay a pay link on desktop and mobile?Yes, pay links can be paid on both desktop and mobile devices. If I send a pay link to an

672

11 days ago

Brad GardnerNewcomer

HoneyBook 🤝 QuickBooks Integration

QB Online and Bank are not syncing properly due to having set up HB finance to hold my funds.

Therefore, all the individual client payment entries that HB sent to QB have no match in my Wells Fargo bank account because the funds no longer transfer automatically. Should I change the setting in HB Finance to allow each payment be sent to my bank when they clear or something else? What is the best practice here? Thanks

243

11 days ago

Monica RHoneyBook Community Team

HoneyBook 🤝 QuickBooks Integration

How it Works - Service Mapping

How to Map Services in HoneyBook Invoices to QuickBooks Services HoneyBook now allows you to map the services you sell in your HoneyBook invoices directly to the services you’ve created in your QuickBooks account. This new feature gives you greater control over your financial reporting and ensures accurate tracking of your profit and loss. Loom Walkthrough1. Understanding Service MappingWith the new HoneyBook feature, you can now map the services you bill in HoneyBook to these specific QuickBooks services. This integration provides additional control over your financial reporting, ensuring that your transactions are accurately categorized. Create a service or service charge item (like a service fee) in QuickBooksLog in to your QuickBooks account. Navigate to Sales > Products and Services. Click New Item and select Service. Name the item “Service 1”, "Service Charge Fee" (or a similar name that fits your business needs). Assign it to the appropriate Chart of Accounts.2. Mapping Serv

26611

16 days ago

Ashley RufinoCreative Icon

All about ✨ AI ✨

Where are these meeting comments being generated from???

122

4 days ago

Epicurean Catering

HoneyBook 🤝 QuickBooks Integration

Report Format

120

11 days ago

Brad GardnerNewcomer

HoneyBook 🤝 QuickBooks Integration

QB Online and Bank are not syncing properly due to having set up HB finance to hold my funds.

243

11 days ago

Jim Dygas

HoneyBook 🤝 QuickBooks Integration

Quickbooks syncing but cant pull up proper return account

I have created an account in quickbooks that is the same as my checking account but labeled account returns - I can see the account when pulling down the main account for syncing setup - but in the return account set up the only account that comes up is discounts given

133

16 days ago

Ashley RufinoCreative Icon

All about ✨ AI ✨

Are there parameters that the Gmail Suggestions follow? Missed Emails/Opportunities

So I’ve had a couple things import on its own for suggested projects in the past. But in the last couple weeks I’ve found a few emails that would have been a perfect use/fit for this gmail suggestion function and it did not pick it up. I double checked that the settings and email connection were fine so I’m curious if there is something that triggers this ai integration or if this is an issue I’ve stumbled across. These emails were specifically sharing that they wanted to work with me and and what they were looking for, which are similar to the “suggestions” that had been picked up previously.

102

17 days ago

Kate MerrillNewcomer

Automation 2.0 Builder Discussion Group

Using a Project Type PLUS a Tag to Trigger a Workflow?

This is kind of a feature request more than a question. I know tags are relatively new, but being able to trigger a workflow for a project type PLUS a tag would be a huge help for me.I have a specific workflow for clients that come from a planner I work with. I had previously used a separate project type for it, but I hate seeing that project type in the drop down list in my contact form. I was hoping I could use the tags as a workaround, but it seems like that’s not available at the moment. Any suggestions for triggering two different workflows for the same Project Type (Elopements) while making sure that my regular elopements aren’t getting the correspondence for the planner elopements and vice versa? The other fix would be allowing the Project Type dropdown in the contact form to be customized, which would give us internal project types for organization and automations without those types showing up for the client.

121

21 days ago

Naomi SanouvongNewcomer

Automation 2.0 Builder Discussion Group

Services Blank When Send Smart File via Email Automations 2.0

After my prospective clients select a service they want to book, I send them the proposal with the invoice and contract. However, the service they selected is not populated in the proposal. How do I fix this? Why would it send a contract with no service?

131

22 days ago

Ben Schnell

Automation 2.0 Builder Discussion Group

Date before project trigger

Will random inquiries be added into automations that haven’t booked when the trigger is based on date before project? I have the parameters to have contract and first payment paid before continuing the automation to make sure only clients get entered into that automation, but curious if that would be necessary or not.

22 days ago

SticklerRising Star

Pay link feature group

Allow the clients finance team to pay an invoice without adding their email

Corporate clients have large teams. It would be nice if the person who receives the invoice can share the payment page. There is a work around for this but why not let “anyone” pay the bill. I don’t see why a random person paying the bill is bad. If they pay it they pay it right? No need to create barriers between getting paid or not. ALSO CHECKS! We deal with a TON of checks and hate that you force us to have a payment page. Many corporate clients want to pay via other forms. The client and I have that conversation. Then I send them an invoice and they are like… Why does it still have a cc/bank payment page and it makes the clients confused. Please stop forcing me to confuse my clients. We all know its just a money grab :(

242

26 days ago

Prospect Pete

Automation 2.0 Builder Discussion Group

XML Import to Build Inovices?

We have a small business, but with a complicated invoice. Being a roofing company, the itemized list and calculations are simple, but numerous to build the quote from. We have the ability to either bring just the line item info in via XML to price it out, or use a separate pricing program to then hopefully transfer the invoice/info into Honeybook.I hope this made sense, does anyone have experience with something like this or know of a tutorial/resource to point me to?Thank You!

28 days ago

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