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Hii!  im working through all of my client’s automations right now. In old automations, you were able to select conditions such as “before” project date or after project date. I think it would be WILDLY helpful for those conditions to be in automations 2.0. I know you can do that when starting a new workflow, but I thought a major point in doing 2.0 was so you’d basically have 1 workflow rather than 3 like I do in old automations.  any solutions?!

Are there plans to offer option to split credit card fees with client?   Legal in my state. 

Hi! Am I able to send out one invoice (the session fee) to all participants of my mini session event? Or do I have to send out the exact same invoice over and over to all of the email address on my sign up list? Thank you for any help! 

I’d love to see automations that can check if a date is already booked across all projects—not just the current inquiry.When a new inquiry comes in for a specific date, I want HoneyBook to automatically:Check if any project for that date is already booked (retainer paid or contract signed) Send an “Unavailable” email if booked, or an “Availability and Pricing” email if notThis would help me avoid double-booking and respond to clients faster. Right now, automations only check the status within the inquiry project, which isn’t enough for my workflow.Thanks for considering this improvement!

I have created an account in quickbooks that is the same as my checking account but labeled account returns - I can see the account when pulling down the main account for syncing setup - but in the return account set up the only account that comes up is discounts given  

I’m hoping to learn from those of you who are a little further along with HoneyBook than I am.My business focuses on retreats and events, along with wellness coaching and breathwork facilitation. I originally started using HoneyBook just for client management, but I’m realizing it can do so much more. That’s exciting… but also a little overwhelming as I try to figure out the best structure.What I’m trying to build is a smooth process for ticketed events and retreats directly inside HoneyBook. Ideally, I’d love to manage everything in one place rather than using something like Eventbrite.For example, I’m currently launching a wellness day event with about 150 tickets, along with options for sponsorships and a VIP weekend experience. My goal is that once someone purchases, they automatically move through a workflow that includes confirmation emails, waivers, questionnaires, and event updates.I feel very con

There seems to be some key missing elements to the updated project pipeline view. I have done everything within my access to make this more efficient, but at this point I’m spending too much time trying to get functional basics to work for my honeybook experience for business management vs. focusing on clients. I am wondering if I am missing something right in front of me or has anyone else had the same issues/found a solution?I need to see when the leads came in. I cannot sort any new inquiries by their submission date.  The custom view of pipelines limits the filter tags sorting, there is a glitch. For example: I need to see all clients with ‘TAG A’ and ‘TAG B’ together at the same time, but when I filter my view and select both of these tags it shows zero clients. I can only view one client type tag at a time. When any two filter tags are selected - it is showing a filter as if both of those tags are a combined 1 tag, which is not the case for any cl

Whether you're scrambling to wrap up your 2025 return or want to get ahead for 2026, this webinar has you covered. Tax expert Jason Safa (EA) from HoneyBook's Tax Advisory team walks through the strategies most small business owners and self-employed creatives are missing — and how to stop leaving money on the table.Here's what we cover:💰 SEP IRAs & Solo 401(k)s — You can still open one in 2026 and have it reduce your 2025 taxes. Sole props can contribute up to 20% of net income; S-Corps up to 25% of W2 wages — potentially saving $3,000–$4,000+.🏠 Missed Deductions — Home office, mileage (70¢/mile!), software, phone, equipment, health insurance premiums, and more. If you spent money to earn money, it might be deductible.📅 Quarterly Tax Estimates — If you owed over $1,000 last year, you're required to make them. Mis

If someone could point me in the right direction on how to attach a client report or file in their client-facing portal so they can go directly to it and download it? Is that possible, and if so, how? 

One of my favorite things as a systems specialist is integrating platforms together.  Using Zapier, I’m able to integrate my gmail, project management tool and newsletter with Honeybook.  Integration + automation = peace of mind! What are some of your favorite platforms to integrate with Honeybook?

I have often found myself needing a full calendar view. I understand that some people may prefer the ability to quickly see a week at a glance, but since schedulers can be set up months in advance, having a full calendar view would be extremely helpful. For example, it would help prevent a client from booking me on something like a dentist appointment six months from now. As soon as I know I will be out of town, I could simply block that date.I believe this would be a simple feature that would significantly improve the overall user experience.Another small feature request relates to blocking out dates. Currently, when I go to block out a specific day that I will be out of the office, the system automatically selects the option to apply that block to all related days. In my case, I often only want to block a single date. If this behavior is useful for other users, that is great, but for my workflow it creates an extra step each time.Overall, a full calendar view

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…  

Hi Folks - Is anyone out there using smart files as a way to replace the legacy timeline file? I am a wedding planner and have been using the timeline feature for ever single project. Anyone doing something tricky with smartfiles here?

I am sending an invoice & contract to a new client who has to choose her membership. She just completed a 5 day event where she paid $10. I would like to apply that $10 to the membership. When I try to do a $10 discount, it says there is an error and I can not send the invoice. Is there a work around? ?

tl;dr: I think the AI agent is cheapening the HB product and we should not be experiencing price hikes.I’ll be so honest. I have loved Honeybook. I try to use it to it’s fullest capacity and have often argued with folks about how much better it is than other platforms-one of my favorite parts of that being the customer service and how quickly issues/ glitches are resolved. I especially love the innovations that have been getting introduces these last 2 years- lots of exciting and wonderful features. That said, after the 2ish year with the new AI features and trying to keep a very open mind, I feel like the quality of HB is going down and I’m experiencing more glitches and crashes. For context, I am pro using AI but only when mindful about it as a resource and when it actually helps.Lately I’ve been turning off more and more AI features because double checking the work of the AI agent takes up almost more time than just doing it

Hello!I’m looking for a second shooter for a wedding on 3/21/26 in OKC! Message me if you’re available/interested! 

Just reporting a simple glitch...When a project has a task overdue, it shows red on the project page. When you go to the tasks tab and "complete" the task, the red alert does not go away.... you have to refresh the page in order for it to go away.... can this be fixed?Thank you,Tay

I’m a photographer in Washington State where we are required to charge tax based on the Location Code where the photos are delivered (digital or otherwise), typically the client’s home address.  Even within a single mid-size town, there can be 5 or more “Location Codes” (aka Tax Rates).  So I literally deliver to dozens (if not more than a hundred) Location Codes/Tax Rates for my client base. All of the other invoicing platforms I’ve used in the past allow for the creation of UNLIMITED tax rates, which I simply select from a drop down at the time of invoicing (based on their address). Just made the switch to HB, which only allows up to THREE tax rates to be added. What!? I’m being told by the HB team that this is in fact the limit and there aren’t currently plans to fix this. I can’t imagine I’m the first to run into this issue. Has anyone found a work-around to this? Or can y’all upvote this post so the dev team can allow for unlimited tax rates to be added? :) T

Hey there, I am a budding Photography business and just passed my two year anniversary. The state I live in requires me to pay sales tax on digital goods for sessions.However, I have had a miserable time trying to account for this since I can’t find the information. What is the quick and easy way to see how much sales tax I owe? Thanks@RachelCuestaPhoto

Hey everyone,If you're in an area with multiple sales tax jurisdictions (state + county + city, etc.), you've probably noticed that HoneyBook's built-in tax reporting doesn't break things out in a way that's actually useful when it's time to remit.I ran into this myself and got tired of manually cross-referencing invoices with payment records in a spreadsheet every quarter, so I built a little browser-based tool that does it for me.You feed it your invoice PDFs and your All Payments CSV (Finance → Tax Hub → All Payments Completed) and it matches everything up, splits the tax out by jurisdiction and rate, flags anything that doesn't line up, and lets you export the whole thing to Excel or PDF.Everything runs locally in your browser — nothing gets uploaded anywhere.I put it up here if anyone wants to check it out: HoneyBook Sales Tax Reconciliation To

I am constantly having client ask me to send them an invoice because my company information is not showing up when they print the invoice from their side. I actually sent myself a test file so I can see what they see. Here is the invoice from the project file I sent. As you can see there is no contact information, only the bill to.Client Side View From Portal EmailHowever, when I go through the administrative side (File Summary) and view the invoice our contact information showsFile Summary - Invoice ViewIs there any way to fix this? Any help is appreciated. 

Where are the API docs?

I keep trying to download my 2025 1099 form or the payments processed summary but all I get is a “You’re form has been downloaded” in the upper right hand corner of my screen but I can not find it anywhere. Is there somewhere else I should be looking or something I should be doing?

A few (2-3 months) ago my CPA reached out to me with concerns over the reports I had been sending her saying the numbers are not adding up. Please take a deep dive into your reports. I have to submit monthly taxes to the state which I think is usual through most states. My taxable and non taxable sales are always calculated inaccurately sometimes completely omitting the sale at all and just leaving a zero on all the fields. I have submitted so many tickets with always the response of we see your ticket and we have forwarded it to the “development team” or “engineering team”. I’m not upset with any customer service I’ve received they have all been super attentive and tried to help but this is out of their control which I completely understand. I’ve been unable to get a manager or anyone who has any power to actually address this issue and get it fixed after being patient for months. As a customer I expect these reports to be accurate because it’s not them who will get in trouble for

I’m having a hard time understanding this one.When composing a message directly to a client within the platform, I have the option to embed code into that message. This allows me to drop just about anything into the message. A great tool. I wish that I could use this!I can’t. 99% of the emails that I send are pre-existing template emails. And…. when I write an email template… THE CODE BUTTON IS GONE!WHYYYYYYYYYYYYYYYYYThe functionality already exists. Why is HB making this so damned hard!Grrrrrrr.