Unanswered questions

I have tried to find answer regarding this specific situation but I haven't been able to find any.I’m a photographer and REALLY want to utilize the scheduler to fully automate my onboarding for clients. I have very limited and differing availability (like only certain days based family schedules, etc...) and I need to be able to add specific dates and time slots ONLY as my availability. Right now I am only seeing the option to open up all days and add exceptions: Is there a way to offer only specific dates and time slots? Even if I have to go in and manually add them every so often?

This would be suchhhh a dream!! I know I can currently connect through Zapier, but to be able to connect Claude to Honeybook directly would be so cool.

Hey all 👋 Wanted to flag a recent update that's been creating some friction in my workflow, and hoping others can relate (or have a better workaround!).I have a huge library of templates built up over several years, and some of them aren't perfectly categorized (to say the least). Since the update, when I hit "Create File" inside a portal, I can no longer browse all my templates at once. I have to select a category first. For anyone with a well-organized library, maybe no big deal. But for those of us with older, miscategorized templates, it makes things really hard to find.The workaround I've found is going into File Templates manually, finding the template, and hitting "Use Template" for a specific project. But that's a ton of extra steps and time.Would love to know: is anyone else running into this? And HoneyBook team, is there any chance we could get an "All Templates" view back as an option? 🙏

From a photographer, it would be nice to be able to set a fixed payment for client selects payment plan so they can pay the booking fee/retainer then the remaining balance can be split into the payment plan they select

Is there any way to make a super admin a project owner?! 

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.

We are a wedding venue and I need to be able to see a report of totals of each service/ item sold each month. This includes bar sales, deposits, rentals, gratuity etc. I think this has been asked before over the years and still hasn’t been created?  I switched over from Square invoicing this year to honeybook and am starting to rethink it.  If anyone knows of a workaround or a way to do this please help! Right now I have to open each invoice and manually write out what was sold from each sale. 

I want to make some changes to the email template sent letting clients know that their payment has been completed (payment notice) for recurring invoices, but I cannot for the life of me locate that template. It is not listed in the Preferences > Actions section, those are mostly pre-payment notices.This is the email that is sent as a receipt of payment.Anyone know where I can find this and update it?

Are there any plans for having an SMS option to communicate with our clients? I feel like having this option would be very helpful. 

I’ve made multiple requests for this and can’t believe I’m the only one experiencing these issues:  I have been using HB for about two years now, but have kept my invoicing with PayPal for two reasons, both of which IMO need urgent attention:The first is that that the invoicing NEEDS to be all on one page. Currently clients have to advance to page 2 for the payment details and my clients NEVER go past the 1st page. I can see that they are only viewing page 1 of the invoice. So every time I send an invoice i have to explain that there are two pages, but even then, they often miss that, so I have to go reach out to explain this AGAIN a few days later when I still haven’t received payment and can see that they never saw the second page. This is SOOOO unprofessional (and frankly, awkward). Secondly, in WA state, photographers are requireed to tax according to the address where the photos are delivered. So I have literally dozens of different tax codes. In PayPal I can save each one by loca

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?

Hey everyone, I’ve built a whole framework around offering overnight, multi-day photo session experiences. Think camping, cabins, etc. My last step was putting together a scheduler, and it looks like there’s no way for folks to book sessions that span multiple days. Any suggestions on how to work around this? I really need something that reflects availability on my personal calendar and that shows clients what is available. I don’t want them paying for something that doesn’t exist. Thoughts? Ideas? Thank you!!!

I’m looking to hire an assistant and need help with scheduling, emails which requires viewing the contract. However, I don’t want them to see any of my financials since that is so private. Any way to allow contract access to members without invoice/payments access? 

We’re excited you are here! Please hop into the thread here to introduce yourself. We’d love to know more about you, your business, and what you are hoping to get out of participating in an industry group. Huge shout out to @Jennifer McGeehan for being the very first member to join!

Hello,I just moved to Honeybook.  I have a personalized gift and promtional product business and I would like to be able to display a project tracker in the client portal - simular to how UPS shows the milestones of when package is shipped.  I’ve seen this done in Launchbay and in HubFlo.Is there a way to do this in Honeybook?

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 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?

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.

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 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

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?