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Hi everyone,My fiancé and I are new to HoneyBook and are looking for someone willing to do a free 30–60 minute Zoom or screen-share walkthrough.We’re trying to understand:Automations Triggers Workflows Pipeline stages Smart Files Contracts & invoicesOur account is already set up, but we want to learn how everything works so we can manage it ourselves.If anyone is willing to help or can point us to a free resource, we’d greatly appreciate it.Thank you!

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

I would REALLY love to have a default setting for all new invoices to be net-14 – it is embarrassing for me to send clients invoices that are due the same day (which is NOT NORMAL), where the app is pestering them the next day that it’s past due. I am not great at remembering changing things every single time to “smart date, 2 weeks after invoice date”, but also can’t figure out if there’s a way to set my default to 14 days (normal in US), or even 30 days (which is normal in Europe). Additionally, if there are two options for the client to choose from, then whatever they choose will have the same-day due date. Like I get the point behind it, but my projects and clients aren’t like a $30 thing, so things usually need to be processed through the clients finance dept, and not just “lemme just type in my credit card info here” type of payments.  

I use multiple Workspaces inside a Project. The first and main one with the Client to send their contract and get payments etc. Then another one with my internal employees, Team Workspace. Finally, we may also have a Contractor Workspace for things that are only for a contractor that we are handling directly for the client (as opposed to the client booking them). The thing I’d like to see is for Honeybook NOT to create automations that are for the Pipeline in these side workspaces. I have them set to “Not Tracked” or “Do not track on pipeline” to indicate that there is no need for a “sale” when I’m talking with a cake baker or my own employees. But I do send them files, sometimes they are files that need to be filled or signed like a W9 or an Independent Contractor Agreement. This triggers our pipeline sales automation which I always have to turn off, which is annoying.I would like a feature request or a product update that would make it so no automations get triggered

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

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!! 

All of our projects have more than one client, so the current setting that only allows automated tip reminders to populate for projects with a single client doesn’t work well for us.Is there a workaround for this? If not, is this something we could ask the development team to consider changing?Since multi-client projects are standard for us, it would be really helpful if automated tip reminders could populate regardless of the number of clients attached to a project.

Hi everyone! I’m fairly new to honeybook and need some help with communicating with my contractors! I have an entertainment company which means I contract out to dozens of entertainers for that particular event.  I’d love to find a way to seamlessly be able to communicate with them or send a calendar invite to them when they are booked.  Does anyone know a way to work around this? Also, to pay them through honeybook would be even more amazing. 

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?

I’m wondering if it’s possible to change the text to this ⬇(see picture).  I specifically want to change, “We’ll be in touch with you shortly”. I have searched all over the place for an answer but to no avail. Help! (Also, thank you ahead of time for any help 😁) 

A client with a tight timeline submitted their initial inquiry via my website using the embedded contact form from honeybook, they then followed up right afterward to my direct email address with the same info, expressing that it was a tight deadline and needed to hear back asap. I didn’t get the contact form notification from honeybook until two days after they submitted it. I would have lost this work had they not reached out directly to my email after submitting the contact form. Two days delayed notification is WAY too long to wait to be notified someone has tried to contact you. After contacting honeybook they said that they have to manually review inquiries as it could be spam. Why are they manually reviewing these and if they are, why am i not notified about the actual submission date or that it was flagged as potential spam. I still receive random inquires i know to be spam without an flag etc. 

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 diffe

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 all, I am posting to express my disappointment and extreme frustration with the new services update that HoneyBook has rolled out this week. Not only has my entire list of services been deleted, but I am no longer able to add line items with negative amounts to my invoices.  This is very poor user experience. Now the only way to add a discount is to just add a number in the discount section of the invoice. This is giving me no opportunity to explain what the discount is for, and occasionally I have people stacking discounts. Historically I was able to easily add each discount as a separate line item and explain what it was so my customers could understand exactly what discounts they were receiving. Very unhappy with this update. 

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? 

I loaded a contact in honeybook and just used a “dummy email address” since I only had their phone number.  A few days later I got their email address and got the message “Email is used by an existing contact".   A new contact had been created from Google when they had emailed me so there were 2 contacts in Honeybook for the same person.  I deleted  contact that had been created from Google, but now I can’t use their email as I am still getting the “Email is used by an existing contact". Any ideas????

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 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 just realized all my replies to my emails have been going to my clients spam folders, or at least I am assuming since I barely receive a reply back. I have over 200 inquiries and have emailed each one. I am now realizing they are going to spam. I have tested this out myself 3x and each time it has gone to my personal spam folder. I have added the unsubscribe button and it has made no difference.I just paid for a full year and I am very disappointed. I know this has come up other times, but I am hoping there is a better solution? I cannot continue like this at all. This is ruining my reputation.  

I’m based in Canada but would like to set up my company currency in USD for ease when working with international clients. How can I change my company currency? When I try to edit the company settings, it says to “Contact Us”.

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.