Recently active topics

I just realized all my replies to my emails have been going to my clients spam folders, or at least I am assuming since I barely receive a reply back. I have over 200 inquiries and have emailed each one. I am now realizing they are going to spam. I have tested this out myself 3x and each time it has gone to my personal spam folder. I have added the unsubscribe button and it has made no difference.I just paid for a full year and I am very disappointed. I know this has come up other times, but I am hoping there is a better solution? I cannot continue like this at all. This is ruining my reputation.  

I have had lots of trouble with my smart files and my emails going to junk folders or either they are not being delivered at all. Especially this week I notice that the emails are “read” but Honeybook sends an email saying that email has not been opened. None of my bridal inquiries since the beginning of January have responded back to me. I have also had emails that say “read” and then the client tells me about a week later that the email went to “Junk”. I know I am not alone in this as other users from Canada and the US have experienced this. I feel like this definitely needs to be addressed prior to a significant price increase. I would like to hear everyone else’s experience. 

How can you set up for mini session? I want to make client pay for deposit first then the date & time can be blocked. but Honeybook only make clients pay full 1 time with lead form. how can I do to seperate 2 times payment?

Wondering if anyone else has run into this issue! I’m in the process of setting up automated email check ins to go to our clients, starting from when they book, through 3 months prior to their event date.  I've started creating the automations, and there is the option to set the duration between emails as "wait a week" or "wait a month". I would love to see an option for the system to automatically recognize the length of time between the date the client is booked (or the automation begins) to the end date (3 months beforehand), and have an option for an email to send "7 months before project date" or something like that. People book at all different stages, so the only way I've found around that is to create a separate automation for each duration of time, which in my mind defeats the purpose of automations, if I have to manually program it for each length of time. 

I imported a couple of contracts when I was first getting setup, and ever since, I get never ending notifications that my contract was imported. Anyone know how to make this stop? 

I do not use signed contracts, and I usually only require payment on the date of the project. Therefore, as soon as I move a project into the planning stage of the pipeline, for all intents and purposes, the project is “booked”. I would like to reflect this fact on the calendar but it does not seem that this is possible. Am I correct?

I joined honeybook financein during the early beta period. I LOVE everything about honey book finance except for the inability to access my savings buckets via the mobile app. I am on the go a lot and sometimes I need to be able to pull from them and I can't. I think this is a major flaw and needs to be addressed. There have been NO updates to this side of things in the last few years so I feel as if its not been prioritized which is disappointing given our commitment to use the finance service once you sign up.

I noticed that we are no longer able to add individual items to a proposal, only services now? We cater charcuterie boards, so we have lots of add-ons/sizes. We often will have a client who wants to add on a smaller board with their order, and I’m not able to add any of our saved items anymore. We certainly have pre-built templates that we can use, but adding individual elements to these templates essentially reintroduces the problem. Customer support suggested I add each of the items we sell as a service; however, I cannot imagine this is in any way the best way to use this feature or practical for anyone using HB and sells individually items, not services. I feel as though this has added lots of dirty data, and created services that are not actual service offerings. What are your thoughts here?

My assistant went to invoice our home organizing clients at the end of last week and discovered that all of our saved items are gone! We had created a catalog of home organizing products that our team uses repeatedly in jobs and found that all of a sudden they were not popping up when we entered the unique code we’d created to make invoicing easier.Hoping this is a temporary glitch and that all of our hard work is not gone?

I have multiple contact forms for different types of sessions. I am looking specifically at the contact forms that I embed on my website, not standalone lead forms. Depending on the service, I use different contact forms on my website. For example, my wedding inquiry form includes wedding-related questions, not boudoir questions. When I create an automation, the trigger only says Contact Form Submitted, but I don’t see an option to choose which specific contact form should start the automation.This was possible in the old automations, and I am including a screenshot showing how it was set up there. Being able to choose the specific contact form was the main thing that made this process work. I do see an option to choose the project type, but that adds another step for the person filling out the form. Since the contact form is already created for a specific service, asking the potential client to also choose the type of session feels like extra work for them. I also noticed that many in

How can I remove the underline from the hyperlinked parts of my email signature?The design does not show any underlines, but when I add it to my actual email, the linked parts become underlined. It makes the signature look messy. How can I fix this? 

I am a venue manager and just hired on our first event assistant. They are sharing the responsibility of tours and all Saturday day-of-event coordination. I need to remain on the lead of each project as I often need to change/cancel appointments, send invoices, etc. It’s incredibly frustrating that I cannot select a team member and add a session or service date to their calendar without making my calendar free. And I also don’t want to round robin tours.. I want to assign them to team members without assigning the whole project.  Any advice or changes coming soon to this?  

Hello - I have been digging and digging to try to figure something out. I’m a family and couples photographer in a tourist destination and people come to me looking for availability the week they’ll be in town. I set up a lead form with a scheduler and payment so folks can “book now” - find their date, and book it with my set retainer.Then, I want to send them a file for:services (add on’s - extra time, extra people, extra photos, locations out of my coverage zone) have them review and sign the contract (that has been adapted based on the service add on selections) and review the invoiceI’ve got the services and contract working great. The invoice is where I’m having issues because the retainer has already been paid.At first, I marked the retainer as paid in the invoice before I sent it - but then learned they cannot select any add ons if I do it this way.So then, I left it as unpaid and am now finding myself refunding duplicative payments (from multiple clients). In my email that I se

Hi HoneyBook Team,In 2025, the way we communicate and manage our businesses has changed—and we need HoneyBook to keep up. As dedicated users, we’re asking you to prioritize the following features that are now essential for companies like ours:Two-Way SMS Communication We need the ability to text back and forth with clients directly through HoneyBook, and enable our full team to do the same. Texting is now the primary form of communication for most people and leads to faster responses, better engagement, and significantly higher booking conversions. Email alone is no longer enough. AI-Powered Website Chat A built-in website chat feature powered by an AI chatbot would allow us to engage potential clients 24/7, capture leads in real time, and answer frequently asked questions automatically. This would elevate our client experience and help prevent missed opportunities. Team Management Tools (like Monday.com) As a growing entertainment company with multiple DJs, photo booth attendants, and

We are a wedding venue, and I assumed that I could add my tour manager to the scheduled tours, and they would be notified and scheduled. I added her as a “participant” to the meetings, but she can’t see them. I asked support, figuring I must be doing something wrong, and they told me that the participant’s calendar doesn’t get updated and there’s no notification sent to them, This feature is likely going to make the program unusable for us. I’m kind of shocked. actually. How can you schedule meetings and not have your team members notified? 

Hi all:Having user frustration issues with my scheduler and want to figure out if I am doing something wrong. After the user selects a time and fills out this information they think they have finished booking because of the message and visual communication that they are done, but unfortunately if they do not click next from this page, it does not book them so this is really misleading and bad UX. We do not need this page (the one with the celebrator graphic and “thanks for booking!”) as shown, After the user selects a time on the first page and fills out their info, once they click next it should just book them and go straight to the last image on this post (the one with Meazzo at the top).Is there something I am missing?  Can I delete this second page with this graphic?  

I want to continue using HoneyBook, but my biggest problem is the client-side portal isn't evolving with our needs. Clients can't book appointments with a button, update payments without going through Smart Files, and there's no full API. These issues, among others, represent my last attempt to remain on this platform before investing in a different plan to provide my clients with a better experience. HoneyBook, we need your help. We need to be able to customize our client portals or mirror the results to our own sites through code, which I could have  of implemented. I personally like HoneyBook but the client side is lacking. I wish you would work with me to fix my issues rather than another company who wants to build it from ground up. If you have ideas let me know. 

When will Honeybook begin offering more competitive ACH transfer processing fees? Stripe is 0.8% capped at $5 and Dubsado (direct competitor) is also 0.8% with $5 cap. Link here for reference: https://help.dubsado.com/en/articles/8901346-dubsado-payments-processing-fees

I don’t understand HoneyBook’s growing obsession with putting an AI feature on everything. Originally, you could toggle these options off. Now, you can’t. You’re stuck with an AI block hovering above every email you type, whether you use it or not. I HATE these AI features. They do nothing for me - and nothing for you except make you sound like a generic ChatGPT bot. If I received one of these fake emails as a client I would move on so fast. Clicking on one of them by accident pisses me off every time, then I have to delete its stupid generated email and start all over on what I was doing.I’m SO incredibly disappointed that there is NO WAY to get away from all this useless AI! I will never ever ever use these AI features and should be able to turn them OFF.  This is on TOP of the endless (and I really do mean endless) glitches that come up when using the platform after their major update earlier this year. (Lead forms not working, contracts not loading, emails erasing, uploads not work

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

Before joining Honeybook, I was using TidyCal for my consultation scheduling, a $27/flat fee program and is so easy to use and provides an option for Zoom call OR a phone call. Why can’t we have this option with Honeybook? It can’t be that hard!And if that too much, then why not give our clients a way to call in to the Zoom meeting instead of only providing a link to the Zoom?

is there a way to link the start time and end time of a project to a field from a contact form when sending proposals and contracts. everything else copies over and i have to add the times manually!

Hi Everyone, My name is Rashelle. I am coming from New York. I joined this community to connect with other like-minded people and to see if anyone has a great understanding of proposal and automation creation. I am stuck and really need some help. If you are open to helping out, please reach here or shoot me an email divineglobalmin@gmail.com

Is there anyway to export the unpaid or overdue invoices into excel with the customer information??

Right now, the message a prospect leaves when they book an initial consultation (lead form inquiry) does not show in the client’s Communication tab or in the project activity feed. That makes it hard to reference later when you’re working in the Projects section. Please add an option to store that initial inquiry message in the project activity feed (and/or the client’s Communication history) so it’s easy to find alongside the rest of the project conversation! It’s only logical.