Unanswered questions

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?  

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

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!

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.

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

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.

Hello!I am looking for a 2nd shooter for a wedding in Valders Wisconsin June 13, 2026.  My lead shooter is one of my associates based in Chicago. Photographer must have wedding experience, their own gear and lighting.  Wedding h0urs are 9 hours for the lead and potentially 6-9 hours for you depending on timeline. Wedding pay is based on experience. 

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. 

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?

Why do the events/dates/times I add to the ‘Details’ page of a project not sync with the calendar? Am I missing a step? 

So I am new to Honeybook and I am enjoying the lay out so far, but my only concern is when I get an Inquiry, I reply back, but I CANNOT tell when they reply back to my email. There doesn’t seem to be any sort of indication that they have read and replied back to my initial response. Sometimes it’ll say “new activity” if I change the layout to “Table View” and it’ll say something on “recent activity” but I have noticed if I do not manually check each message I am surely missing some reply backs. Is there a way HoneyBook can make the new responses BOLD or an icon appears that there is a new message in the thread? I have seen some responses days late because of this. Even when I sort by recent activity, it is not very accurate and actually doesn’t sort them from most recent activity. I believe this should be even if I reply back to 10 messages and sort by recent activity I should be able to see them in order or reverse order of my messaging them to help with consistency.I apologize in adv

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?

I’m a project manager for my client but I can’t schedule meetings with her clients on her behalf even though I’m a super admin in HB. I want her to be able to tell me that she wants a meeting booked with X client and I can go in and schedule the meeting for her. Right now it just schedules a meeting between her client and me and sends me the invite - not her. I’m hoping this is something that can be updated. 

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?

Since Honeybook does not have a native “quote” feature, I create quotes using a services page and send that by itself. If the client decides to move forward, I will take that same smart file and add the contract, payment, and invoice page.The issue I’m facing is that I would like the first payment to be due on the “Invoice Date”, as in the day I’m sending the full proposal, but Honeybook backdates the Invoice Date to whenever I originally sent the Quote, even though that smart file did not contain an invoice. If I were to send it as-is, that payment would be marked as ‘overdue’ right out of the gate. What am I missing here?I have a feeling that the answer to this problem is that I’m not using Honeybook as intended, but if that’s the case I am then wondering what the best method is for sending a quote and then converting it into a contract without any repetition of effort.

All of my previously sent services have suddenly disappeared. Does anyone know what’s going on?

Every few months we get a “what’s new” in Honeybook.Ever since I’ve been using it, myself and others have been asking for reports to be customized so we can get a TRUE booking rate. Currently, it compares sending a contract and getting a signed contract. That is NOT how most of us work. I want to compare sent proposals/services with signed/paid contracts. I should not have to have an external program (Zapier in this instance) to do that for me.You keep changing things that we don’t request (Task list for instance) and never seem to update some of the real changes we ask for.​​​​​​​Surely this is not such a huge programming switch ​​​​​​​to set up. Why does it keep being ignored??

Just set up some emails to go out X days before the “project” aka Photo session was booked and the dates aren’t populating. I’m not too sure if this is because its a test run? Can someone advise. I thought if it was a test run it would still populate some sort of date.  Thanks

Hi there - what have been everyone’s solutions for recurring invites? I would really like this feature to sit in Honeybook because the color coding and other settings I have setup to identify my HB clients vs elsewhere. Thanks!

I know lately there has been a lot of conversation regarding using tasks in Honeybrook. My question for all of you is has anybody found a work around to having a list of tasks that act more like a “to do list” without a due date assigned to it? As a photographer I have specific emails I send out for all projects but I don’t want due dates assigned as I need to manually do things and every project is different with time and based on when clients respond etc. I want to have a manual To Do List as a check-off to make sure I don’t forget to send the emails in the right order. But unfortunately the tasks menu does not allow that, and everything has to have a due date assigned to it. This is frustrating I wish that they would institute some sort of simple To Do List on the side of a project that we can create once and apply it to projects versus using and automation list. Am I the only one wanting this? Has anyone found a workaround to use the tasks as a simple To Do List without having date

I’m looking to chat with other photography studio owners to see how they use Honeybook to manage their business. Thank you in advance! -Kelly

I have set up Tap to Pay, and can accept payments via the + sign on the app, but can’t seem to use it via a published invoice. I am sure I am missing something, but can’t seem to figure it out. I’ve tapped every set of three dots, and it simply doesn’t come up as an option. Hoping a smartie-pants HB user might have some advice! 

Someone please help because chat GPT is getting me no where. I am trying to create a booking link to add to my website. I have tried everything it feels like and just as soon as I thought I had it … I didntI am trying to create a link attached to a button so when a client picks a package it takes them to a questionare with general info, a add on page, then payment. when I did this it makes me assign to a project and any email not on the project cant access the link despite the verification being turned off