Business Talk

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!

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!

We have a deep inventory of rental items for our wedding venue that we’ve housed on google sheets within a google drive.  We transposed most of those items into a workable Honeybook catalog for our clients to pick and choose items and see the costs associated with their selection.    As we add and change items, we would like to use Honeybook to summarize our inventory to eliminate redundancy.

I would like to have a HB app for iPad most of the time im using it mobile

Have you ever wondered why some clients get incredible results while others struggle—even though everyone gets the same information?I'm researching how experts unknowingly leave out critical knowledge when they teach, and I’m speaking with a handful of expert-led business owners about their experiences.This isn't a pitch. I'm gathering insights for a new program and would love to learn from you.If this sounds familiar, comment with your experience. I'm looking for 10 people to speak with over the next two weeks.

Hey guys! One of my favorite things to do as a business owner is talk about workflows. I love that HoneyBook has so many different ways to customize them depending on your industry! What’s your favorite part of your workflow? The automations? Your files? Scheduler? And if you don’t have a workflow yet, you can use this to brainstorm.

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?

I feel like this is highly helpful for many people for multiple reasons. In the post about “sunsetting” the tool it also says it will be around until May, however it is January 14th and the tool is already gone! This is really frustrating especially since its TAX SEASON!!! This tool was an amazing feature that helped with not only my taxes but was also needing it in going through a home construction loan process…. now I am going to have to double the work and re enter in all the information that is already in Honeybook into another system or spreadsheet to give my lenders the Profit and Loss statement they need.  VERY FRUSTRATED CUSTOMER!! 

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? 

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

What's the best ways to get clients?

Hey everyone!For many businesses, the beginning of the year is a great opportunity to reflect, optimize workflows, and set yourself up for the next busy season ahead.We’d love to hear from you: what’s one thing that helps you prepare for your high season and made a real impact?Drop your tips and recommendations below - your experience could help another member optimize their workflows ✨

 Hey everyone!As we wrap up the year, I’d love to learn from the real experts - you!👉 What’s one time-saving trick that made your business run smoother this year? HoneyBook tip, workflow hack, daily habit… anything goes!Drop your favorite time-saver below - you might inspire another member heading into the new year ✨

Hey everyone!One of the hardest parts of running a business is converting leads into booked clients. As we kick off the year, we’d love to learn from you!👉 What’s one specific change you made (or wish you made!) that helped you turn leads into booked clients?A small tweak to your booking process, a new approach to referrals or reviews, or anything else that made a noticeable difference.Drop your tips and learnings below - share what you changed and how it helped - your experience might spark a great idea for another member ✨

Hi all!I joined HB in September as I launched my travel advising and event planning business, Kilohana Events and Travel (IG: @kilohanaevents). I’m currently based in San Antonio and have lived in Boston, New York, Phoenix and Arlington (VA). I’m a #milspouse with 20+ years in higher education event planning. I’ve taken my talents to start my own business (congrats to all of us!) and am excited to connect and learn from all of you.My business superpower is living in the intersection of events and luxury travel. As a home-based entrepreneur, I am available to travel to destinations with my clients to coordinate and host their events.My definition of success in my business is two-fold: 1) working with clients who want to work with me; and 2) partnering with my clients to create memorable and enjoyable events and/or trips!#eventplanners: If you’re ISO assistance with site selection, let me know! I’m happy to help. And, if anyone in the HB community wants help with their #travel planning,

I don’t see a yearly wrap up on my HB this year for 2025. Was that done away with? It was something I always look forward to in HB. 

I need to migrate my questionaires to smart files so they are living documents. I use them for planning. Prior to smart files being a thing I moved all my planning qustionaires to a different platform for DJs. That has gotton pricy. How do I easily migrate back to honeybook for planning forms and make it easy on my clients. I also want these to be living documents that both I and the the client can update during the planning process. Thanks for any help you all can provide.

Whether you’re slowing down, gearing up for a busy season, or just doing some light cleanup, I’d love to hear what you’re doing inside HoneyBook right now. Automations, templates, boundaries, workflows…let’s brainstorm!

would like the ability to add attachments to organizationsthen add detailed information to contacts that I add to thee organizationthen be able to add individuals from those organizations into a project seems like right now if I have 1+ contacts that are tied to an organization everything has to be duplicated. And when I try to add the contact as a collaborator, I'm often given errors that they already existing (email) so can't add them to a new project. and have to manually enter the info again.The idea is to have a way to identify and add my vendors easily to collaboration m client projects. And I also want to be able to add relevant fliers, price sheets, special notes etc to the organization and the details apply to the org and their services not the individual. at the end o f the day i woul like to manage my collaborators/vendors and clients in one CRM with ease of use. 

I recently emailed this to the Honeybook Concierge. Would love it if others would comment, upvote, provide their experiences so far, etc.  I’m reaching out as a long-time user who relies heavily on automations to manage my client experience. I want to share some honest feedback about the new Automations 2.0 system, as I’ve encountered several challenges that are making my workflow more stressful and less efficient: Inability to Edit or Skip Steps for Individual Projects: Once an automation is running on a project, I can’t skip or remove steps for that specific client. If a step (like a welcome email) has already been completed manually or by a previous automation, I have no way to prevent it from being sent again without canceling the entire automation. No Option to Delete or Fully Remove an Automation Run: Even after canceling an automation run, it remains in the project’s history, which creates clutter and confusion. Manual Trigger Limitations: I can only apply automations with a

Hey fellow HoneyBook creators! I'm a NYC-based photographer expanding my portrait work and visiting South Miami this week. Looking to connect with local photographers for some casual networking—swap tips on client workflows, gear, or even collab ideas for events.Thu (11/13)  or Fri (11/14). Let's grab coffee or chat over a quick walk in the area—your spot or mine?If you're in South Miami/Dadeland/Coral Gables and free, reply here or DM me! What's one challenge you're tackling with clients right now?

Hi there! I am in need of a second shooter for a wedding this coming Thursday 10/30/25 from 1-9pm in Dove Canyon, CA. Sony camera is preferred but it not a deal breaker. I need someone experienced and who can use flash. Please email me at nikolette@aneverafter.com if you’re interested with a link to your contact information, portfolio and the equipment you have. Thank you!