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I just noticed this change and I’m hoping it’s temporary. I used to be able to go to my calendar, click on a session, and there would be a link to the project. Now, it just pops up with a side bar with the basic information of time, host and attendees. It’s also making an in-person session look like a phone call, which is incorrect. Was there a setting changed somewhere that I can change back? Or if this is a permanent design change, can we not? LOL  Edit: I did click on the attendee and saw that it was clickable (not obvious) and that I could then click to view contact or view project. So it’s great that I could still do this, but it takes me 3 clicks instead of 2. Not that big of a deal, but I always think the best designs are fewer clicks than more. 

I used to be able to go to schedular and make changes to specific types of meetings on particular days.  Example: On Mondays I have Tour Times and Planning sessions.  I used to be able to remove just sessions which is the meetings i handle. My partner does the tours. but now if i need to remove something it clears the entire day and no one can book anything at all.  The prior way was easier to micro control.  I was out of town a few days and we were unable to book the client tours ( my partner would have done)  would have been easy to just edit instead of remove everything and have to remake the tours selection only all over again. i don’t really have time to have to re-enter things all over again.

Hi all. Can someone help me understand the financial reporting and dashboard? I find it confusing and inaccurate. The Home Screen has one number, my overview says another. HB took away the one way I felt confident in checking the amount of payments received. You use to be able to select a custom date range and see the payment totals for the time period. I feel like that was the most accurate information but HB removed it in a recent update (stop “fixing” stuff that isn’t broken and taking away features that we use). A report of projects booked between this date and this date feels wildly unhelpful as I have clients on reoccurring subscriptions and then other projects that don’t warrant a date because it’s design work.  I use to be so good at always knowing my numbers and sales but now it’s extremely frustrating to track especially as I do quarterly tax payments, etc. HB please bring back the custom date range in the Payment tab and add it to the other financial reports.  Also, perhaps

Hello, I am new to Honeybook and still not certain if HB is the correct platform for me to utilize for this project.  I have an event space rent that I am looking to rent out 100 percent contactless.  My goal is for clients to visit a site to see available date, followed by choosing some add ons if they wish such as table linen or house speakers, review and sign a contract and pay an initial refundable deposit of $100 and 30 days prior to their event  would like for the customer to have to pay the remainder of the balance.  Is this something that Honeybook can do?

I was recently told that Hneybook will be doing away with the Expenses tab altogether. The new “version” of it will be Honeybook Finance, which would require me to use a Honeybook debit card to be able to track my expenses. I was also told manual entry is gone. So, the only way to track expenses is if I were to get this debit card. I’m curious if others are/were actively using the Expenses tab? I really enjoyed getting snapshots of my business all within Honeybok but now I have to figure something else out. 

I’m wanting to use the new feature of passing processing fees to the client.  My question is:  If I already have invoices out where a deposit has already been paid, and I turn on the feature now, will these clients have that fee passed onto them for the final payment? I’d like to not have the additional fee added when it wasn’t added before for the deposit, but I want it to start passing on to all new invoices.  I suppose I can just go into new invoices individually and turn on this setting until all current outstanding invoices are completed, but that’s kind of a hassle lol

I currently have an automation that send a proposal when a project status changes to “Inquiry”. This works (or did work with) a Zap that turns a TidyCal booking into a Project and sets at the “Inquiry” stage. When I run a test in Honeybook, the automation works, but when I do a booking, my test account never gets the proposal. I could swear this worked a few weeks ago, but isn’t now. 

Was really excited to see that I could send batch emails straight from Honeybook once my list got large enough to warrant it, because setting up integrations for numerous apps that’ll cost me more money isn’t ideal. I’m not really understanding this decision from Honeybook since surely it can’t be costing that many resources to leave it up, even if not as many people are currently using it as they thought. This is one of the features that convinced me to renew my Honeybook subscription. It positioned it as a comprehensive business hub.Is anyone else disappointed this feature is being nixed in Sept.? 

Hello all,Not sure if this has been anyone else’s experience or just mine. I’ve been a HoneyBook user for my business for the last 5 years and I have to say thus far, it’s been pretty great. Streamlined and organized, and this is my first post for a reason. But the new update/AI integration with Services on the Smart Files/Invoices has been a nightmare thus far.I work as an event decorator but a lot of the stuff we do while customized, is of a similar category so it is usually pretty helpful to be able to type “Entry Sign” when creating a new item on the invoice and see all previous kinds of entry signs I’ve created for other clients, how I described them, and how I priced them and just choose from there. Same with “Rentals” or “Candles” for example. But when the new update came in, I went in and made sure to migrate everything as the little banners prompted me to do, but still when I search things up, I know so many things are missing from the years I’ve been creating line items. More

Hi! Looking for some advice from anyone who has disconnected the HoneyBook + QuickBooks integration.We originally had the integration set up with mapping, but the payments and Undeposited Funds became a nightmare to keep up with, so we ultimately disconnected the integration about three months ago.Here’s my question: We still have outstanding invoices in QuickBooks that were originally created through HoneyBook before we disconnected. Some of those clients still have a second payment coming due.When those remaining payments come in, should we manually apply/categorize them to the original QuickBooks invoice so the invoice can be cleared out?I’d love to hear how others handled the transition after disconnecting, especially while you still had outstanding invoices from the integration.Any suggestions are welcome! I love HoneyBook, but definitely wish we had never integrated it with QuickBooks!

Curious if anyone else figured a work around. The new phone line comes to my personal phone. I was wanting to have it reroute to my venue coordinator. Is there a way to do this? Also, if I don’t answer does it have a separate voicemail than my personal phone?

Please add the ability to pre-select services.I have created a proposal for a client with core service that is non-negotiable and then some optional add-ons.However if they choose to not add on item they sometimes don’t realise that they need to “select the the core service so the invoice is showing as $0. Most of my proposal are this way and without this feature I can’t utilize the workflow well.

HB. making me do the thing twice.every.time.WHY? i need real answers as to whyif I change something in my services, does my invoice not automatically update?why do I have to manually make the change to both?one would think that if the price of said service changes…that the invoice would reflect that?when you add bacon to your burgerthe invoice auto adds $2even fast food can do thisyet, my professional software cant?I am constantly updating design/rental ‘services’ with every client as the design,or guest count changes… right up til the last month when RSVPs are due.and good ol’ HoneyBook makes me do the work TWICEmake it make sense.

The extension used to migrate ALL the details from my Knot, WeddingWire, and Here Comes the Guide leads.Now, not only does it “summarize” the details and leave key info out, it records it as an “email” lead instead of the service it came from.  It doesn’t move the clients phone number over either.   HB response:For the email summary, this was provided as expected. This is intended to offer a brief summary rather than covering all the details included in the email.  As far as the source, they confirmed that this is expected as well. As mentioned, it was pulled into HoneyBook through Gmail so the source is automatically added as Gmail. The system is unable to check how it originated in your external email.Currently, the phone number is unable to be pulled in using the Gmail Lead Finder. This only pulls in the name, email, project type, date, and location depending on what's available in the email.That being said, I have left some feedback for the team about these improvements to better m

This may have been asked and answered in the community already or discussed ad nauseum so please delete if it’s redundant.I just published my first lead form, after using contact forms for many years. With the contact form, I am able to see all of the responses in the body of the automated email form submission -- it’s as simple as clicking to open the email. However with the lead form, I have to 1) open the email, 2) click the button, go to the project, 3) click on the file within the project, 4) and if I'm viewing on mobile, I have to click on the "responses" tab. That's 3-4 clicks to get the same information that I could easily view in the body of the automated email using the contact form. And I would continue using the contact form except HB is really pushing usage of the lead forms, including making automations 2.0 only compatible with lead forms. Also access to other functionalities, challenges, and awards require usage of the lead form. But the lead form thus far is only adding

I have not found a definitive answer to this, so I would like to request this as a feature. I have been using HB for 5 years and every one of my contracts includes a security deposit.  There is no way within the invoicing system to account for the returning of this deposit after the event is over.   I write the clients a check or venmo, etc… and then I have to reconcile these transactions in QB with our bookkeepers, but it leaves our HB numbers broken for every contract, and the numbers don’t match up at the end of the year. This also causes confusion for our clients as the final number on the bottom of the invoice does not reflect the final price, and I have to include detailed text outside of the invoice to explain our process. I suspect that HB doesn’t want to include this functionality as it creates a need to return funds within their billing and invoicing system.  I gotta say that I don’t care about that.  Right now I just need the functionality to put those numbers on paper and h

It’s great that we can include contracts, generate invoices and collect payments through HB, but in many of the templates in the Template Gallery, I don’t see a credit card authorization form/clause.Are you including a separate credit card authorization form in your Smart Files? Or, how are you confirming with the client/prospect that they are authorizing the charge of their credit card when they are submitting payment?I hope this makes sense and thank you in advance for anyone who shares!

When you get a new lead email and then click on view details, is there a way to go directly to the lead’s responses. This is minutiae annoyance level stuff, but I usually have to click 2 more things and have them load.  thanks

HoneyBook should allow clients to make additional or early payments toward their balance without requiring us to edit their payment schedule or contract first.We regularly have clients ask to pay a different amount than what is currently scheduled. Right now, we have to tell them to wait while we change their payment schedule AND have them re-sign their contract before they can simply send us money.This creates unnecessary work for us and an awkward, unprofessional experience for the client.Other platforms, like Dubsado, already allow this flexibility.Honeybook is failing us; they make changes constantly that affect our workflow and do not improve the customer service experience. Changes like this add value, improve customer service, and take away unneeded work for us and our clients.Clients should be able to log into their portal, choose “Make a Payment,” enter any amount up to their remaining balance, and pay it. Their existing payment schedule could simply adjust to reflect the new

Need to know how to create individual contracts within one project. Project has multiple models, but creating model release form only includes the first client signature block. I can do multiple signature blocks but have to change everything in the smart blocks. There has to be an easier way. This is a time burden.Within project, I can’t send individual emails for these models because the project is grouped even when going into their contact form.

I wish there was a way for when a project is booked it says booked, or to only show booked projects in my calendar.

I know that passing ACH processing fees to clients is in Beta, however, wondering how this shows up on the clients side? Are they given the option to pay or does it immediately get added into their invoice. Does it tell them they are being charged? Is there a note anywhere or is it up to us to let them know?

Hi HoneyBook, I own a seasonal mobile swim lesson business. We only use HB March-August (5 months, maybe 6n if it takes us a couple weeks to put on our “see you next season” auto-responses.) Is there a way to ONLY pay for the months we are using it, and pause for the months we hibernate? I’ve had HB for 3 full seasons now, and each year the amount increases significantly over the 12 month period. My next bill, due in January, is another $118 increase! The instructors only teach lessons for 10 weeks while school is out from the end of May- end of July. Year-long plans without the abiity to pause during the off season are eating a significant portion of the profits. Please let me know if there is a solution to this.  Thank you, Alecia

I need to create a ceremony floorplan, but adding individual chairs that are out of alignment seems very inefficient. Is there a way to add rows?