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I just finished a massive project for a client that resulted in nearly 1,000 assets (different file types, colors, etc) so that the ZIP file is waaaay too large to share via Honeybook. I’m thinking my next best option is either Dropbox or Google Drive, but I’m curious what other Honeybook users are doing given the max attachment size is pretty small. Thoughts?

My gmail integration is no longer showing project type options in the drop down with I try to create a new project in through email.    My project types show up in settings.  I’ve tried disconnecting and reconnecting, still doesn’t work.      Please help!

I had a question on if this is possible within the Automations 2.0. I’m currently crafting my new “logo design process” automation the completely streamlines my entire process. I want to create a conditional logic where if a client books a session with me, the pipeline stage will automatically move. I want the pipeline stage to move when it is scheduled, when the session starts, and when it ends. When I look at beginning “trigger” I can see the multiple options for “session scheduled, session starts, session ends” but I don’t see those options under conditional logic under “select event”. Is there a way for those options to be added under conditional logic? Can I not create an entire automation pipeline under one automation, or will I have to do these automations individually? Please help.

I’m having an issue with the integration with Mailchimp.  I was able to setup an automation with zapier that automatically adds anyone who books a call through HoneyBook to my email list. The only problem is HoneyBook’s formatting doesn’t integrate well with MailChimp.  MailChimp uses first name and last name as seperate blocks, and the only option in HoneyBook is first and last name in one block.  As a result, Mailchimp only saves the first name and email address.  Now I have to go into mailchimp and add the last name manually for every new contact, which defeats the purpose of having it automated.  Would it be possible to have the option to make the first and last name seperate blocks? It would be nice to have that option. 

Currently I have a Zapier that triggers when using the showit contact form. The information is mostly sent over to Honeybook, but the biggest issue is the name. Even though it creates the correct name for the client, and for the project in Honeybook, inside the project you can see it emails the wrong name when the honeybook automation is triggered and saves the wrong name. In the screenshot you can see the name “asd”, but when you go into the workspace, you can see he actual correct name, it’s just not used. A screenshot of each included (fake test inquiry). Context below the photos... Here’s the full context:I use a Showit contact form on my website to capture client inquiries.These inquiries are sent via email and processed using Zapier’s Email Parser to extract the client’s name, email, and other details.Through a Zapier workflow, the parsed data is used to automatically create a new client and project in HoneyBook.The issue I’m facing is that when HoneyBook creates the client, the

I need to be able to keep inquiries off my project list. When I have multiple inquiries on the same date it gets very confusing if there is something booked. If they are flexible and could do a different date, I cannot archive them because then their info gets archived also. You have to look so closely to see the tiny stage that each event is in. I want the project list to show only things that are booked so I can quickly let people now if a date is available. Please make this change happen. Thank you! 

I noticed adding tags on the Mobile App is not possible right now andIt would be great if it was Hopefully someone has a workaround that actually helpsOne of my clients is attempting to gather data on their close rate. They get a lot of leads and close very few of them so I asked her to keep track of why these leads are not converting. One of the ways we considered doing this is via tagging. However, she barely uses her computer for things and instead uses the Honeybook Mobile App. What workaround is there for keeping track of this so that it shows up in reporting? In order to help close the gap and increase her conversion rate we need data. Adding tags on the mobile app appears to not be in the current roadmap. So either way, if this is the most viable solution ideally this post serves as that feature request unless there is a better workaround. 

We are a business that books services out at least 6+ months in advance. From a bookkeeping perspective, we have been told to invoice a retainer (with no taxes) because the services haven’t been rendered yet. Then 30 days out, we invoice for the final balance, less the retainer. I have no way to apply the retainer to the final balance. The only workaround I have found is that I need to create a new invoice and add a payment to the payment schedule reflecting the retainer has been paid. Then I add a 2nd payment to the payment schedule that includes the final balance owing. The issue I am having is that our bookkeeper is noticing payments doubling up in Quickbooks which we have integrated with Honeybook. And they often don’t have a way of knowing which payments have been applied to which client.I have been advised that collecting half the invoice with GST/PST up front will result in us paying taxes on services that have not happened yet. Does anyone have a solution? It would be really ni

Whenever I try to download my 2025 1099-K form, or any of the other documents, all I get is a “You’re form has been downloaded” in the top right corner of my screen but it doesn’t seem to actually download anywhere. Is there another spot I need to look in order to find it?

What's the best ways to get clients?

Lead Conversion SpecialistLocation: RemotePosition Type: 1099 Independent Contractor (5–10 hours/week)Pay: $18–$22/hour (includes paid training)CLICK HERE TO APPLYOverviewWe’re looking for a warm, detail-oriented Lead Conversion Specialist to help turn Facebook Ad inquiries into booked phone consultations. This role is perfect for someone who enjoys connecting with people, thrives in a fast-paced environment, and is highly responsive and organized.You’ll be the first point of contact for engaged couples reaching out about wedding photography—guiding conversations, building trust, and helping them take the next step.Key ResponsibilitiesLead ManagementMonitor incoming Facebook Ad leads inside Go High Level (GHL) Ensure every inquiry receives timely and thoughtful responses Keep CRM organized with accurate notes and updatesLead Nurturing & CommunicationRespond to leads via text, email, and Facebook Messenger Build genuine connections through friendly, conversational messaging Guide co

I hate that there is still no option to embed images into the body of an email. I need to do this for client reviews! I first mentioned this back in 2023, and still nothing has been done about it. I don’t understand why HoneyBook won’t allow it when all other email platforms do. HoneyBook, any solution? The “attach images” option is not what I’m looking for.

Is there a way to add Client Profile Photos? We can see that some organizations have profile photos but cannot find a way to edit or add those images for our new clients and organizations that are created. Any help is appreciated! Thank you

I’m running into an issue with Zapier + HoneyBook and wanted to see if anyone else has dealt with this.I’m using the “New Inquiry” trigger, but Zapier is only pulling data from our old HoneyBook forms that we’ve already replaced.The problem:Our new forms are working — leads are coming in correctly The Zap does trigger for new inquiries BUT when I try to map fields, Zapier only shows fields from the original/old form When I click “Find new records”, it only finds submissions tied to the old form So I can’t select or use the new form fields at allIt basically feels like:👉 Only the original inquiry form is being recognized as a “record structure” on the HoneyBook side👉 New forms don’t update or refresh the available fields in ZapierEnd result:The automation runs, but I can’t pull the correct data because the fields available in Zapier are outdated.Has anyone run into this before or found a workaround to get Zapier to recognize new HoneyBook form fields?

What’s going on with Honeybook as of late. The software isn’t even able to do the exact functions it’s designed to do. Line Items aren’t calculating correctly and I have been dealing with this issue for a month now with multiple reaches to agents and 2 tickets submitted. Really losing my faith in Honeybook at this point. 

By now, maybe you’ve heard of a little thing called ✨ AI ✨. We know as technologies change, so does business. So we’re committed to making sure that HoneyBook stays on top of technological advancements so that you and your business have every tool available to you, and that includes access to AI tools that help you streamline your workflow and scale your business. Don’t miss our latest webinar on October 2nd at 10AM PT to learn all about how AI can help you beat burnout. Register now! So if you haven’t met before, I’d like to introduce you to the HoneyBook AI Assistant.→ AI Meeting Assistant: Automatic note-taking during virtual or in-person meetings provides detailed summaries and action items, ensuring nothing is missed.→ Project recaps: Let your assistant create concise project summaries for clients, keeping them informed and organized before meetings or deadlines.→ AI Writing Assistant: Instantly generate drafted responses to new inquiries or existing clients—personalized with your

In the past week and a half, I've had two separate fraud attempts on my HoneyBook Balance debit card. I don't use this card for shopping or transactions at all, I only have it because it's the only way to transfer money out to my actual business bank account. So imagine my surprise getting texts like this out of nowhere:"CVV verification failed for the HoneyBook debit card ending 4584. Please try again."The second alert (today) was for the NEW card number I was issued and a much larger attempted transaction.When I contacted support, I was told this is an industry-wide issue where fraudsters use automated tools to guess and test card numbers, and that it's not a breach of HoneyBook's systems. They confirmed both times that the transactions were blocked before going through, which is good.... But the second time around the same thing happening again... left a bad taste…  A few things I wish I'd known / things that might help others:The texts from +1 (415) 463-1453 are legitimate HoneyBoo

I need a to make sure that when I forward an email to our customer service department who is not included in the project, it is NOT shown in the project activity/communication. Often I have to forward communications between my customer over to our customer service team due to issues. These emails do not invlolve the customer, yet somehow they are being shown in the project, and the customer can then somehow see my communication with our customer service team,. Tthis is NOT ok - they contain info the customer should not see. I have had this happen a few times and with no way to control it, am now considering using a different platform.

FEATURE REQUEST: Is there a way to better organize my library? As it stands right now, everything I upload is just put in to the "My Files" Section. It would be awesome if we could further organize this with folders (Pricing guides, Location PDFs, ect..) within the overall library! 

I run a mobile bar business. I give my clients the option to pay the full gratuity and not allow a tip jar at their event. Or, they can pay part of the gratuity, and allow a tip jar on the bar. Is there a way to set this as a selectable option on the invoice?

I’m new to HB and am entering client contact info. There are a number posts requesting a first name field and separate last name field instead of a single full name field.That doesn’t seem to have changed. Has anyone found a workaround? Will.  last name, first name   work? It would be nice, too, to be able to rearrange  the locked contact fields.

Hi, i can’t integrate my Gmail to HoneyBook, i need help?

I am currently looking for an experienced wedding videographer for April 18, 2026, in Poolesville, Maryland.Requirements:Must shoot on Sony cameras (S-Log profile, 60fps) Must have at least two cameras for full wedding coverage Professional audio setup is required Must provide LED lighting for the reception Drone footage of the venue and surrounding area is requiredAdditional Details:Filming only (no editing required) Rate: $85/hour for 8 hoursIf you meet these requirements, please send your portfolio/website link along with your phone number for follow-up.

I was super excited to see the option for instant deposit when looking at my finances. I set everything up and had my first payment go through as such. However, why am I paying for instant deposit when it’s not actually instant deposit? Some invoices I’m paying upwards of $10.00 for instant deposit and to me, that is a deposit within minutes. It’s been almost 24 hours since I paid for an instant deposit and have yet to receive my payment. Frustrating to say the least.