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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!

I want to continue using HoneyBook, but my biggest problem is the client-side portal isn't evolving with our needs. Clients can't book appointments with a button, update payments without going through Smart Files, and there's no full API. These issues, among others, represent my last attempt to remain on this platform before investing in a different plan to provide my clients with a better experience. HoneyBook, we need your help. We need to be able to customize our client portals or mirror the results to our own sites through code, which I could have  of implemented. I personally like HoneyBook but the client side is lacking. I wish you would work with me to fix my issues rather than another company who wants to build it from ground up. If you have ideas let me know. 

How can I remove the underline from the hyperlinked parts of my email signature?The design does not show any underlines, but when I add it to my actual email, the linked parts become underlined. It makes the signature look messy. How can I fix this? 

I have multiple contact forms for different types of sessions. I am looking specifically at the contact forms that I embed on my website, not standalone lead forms. Depending on the service, I use different contact forms on my website. For example, my wedding inquiry form includes wedding-related questions, not boudoir questions. When I create an automation, the trigger only says Contact Form Submitted, but I don’t see an option to choose which specific contact form should start the automation.This was possible in the old automations, and I am including a screenshot showing how it was set up there. Being able to choose the specific contact form was the main thing that made this process work. I do see an option to choose the project type, but that adds another step for the person filling out the form. Since the contact form is already created for a specific service, asking the potential client to also

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 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.

A few months ago, an update came out that allowed you to duplicate one smart file in “project a” and create it in “project b” … this saved me SO much time sending proposals out because I was able to go back to a project that had the same or similar services and use it as a starting point - or even better - didn’t have to adjust anything at all… Then that changed and you could only duplicate a file from project a within project a - which didn’t make much sense to me (although I could see this being useful if you have repeat clients who receive the same services - although isn’t that what recurring billing is for now?) Ugh.  Please HB bring this feature back. It was short lived but OMG saved me so much time and I could absolutely see a huge increase in my numbers when this feature was available to us, because I was able to complete proposals in a fraction of the time it took me otherwise.

I don’t want to send tip reminders to my clients.I don’t want to be reminded I can send tip reminders to my clients. Asking someone like this would be like a server at a restaurant going up to a table and saying “Do you want to tip me now?”It is rude and I am not going to use this optionI already get to many notifications on my laptop and on my phone.Please stop harassing me with notifications about tip reminders.

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.

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?

Has anyone heard an explanation from Honeybook why it takes 7-8 days for ACH payments to post to your bank account? That seems awfully long considering other options like Quickbooks take 24-48 hours to post ACH transactions. I feel 7-8 days is a significant time to take for payments to post. Could be a real problem for many companies cash flow. 

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”.

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

Hi there. I've come back to HoneyBook and I'm wanting to learn how to use it, but when I look up training videos, they're all old and presumably out of date. The YouTube channel is all old training videos which I don’t want to spend time on as they likely aren’t applicable anymore.How do we learn the current HoneyBook properly?  Thank you!

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

I’m running into a major issue with email communication within projects.Currently, all emails automatically include every contact, and there’s no option to reply to just one person. This has led to situations where someone replies thinking it’s private, but their message is shared with everyone on the project, including sensitive information.This is creating serious communication concerns and is impacting my ability to confidently use the platform.Is there a way to control replies (reply vs. reply all), or a workaround to keep certain responses private? If not, is this something being considered for future updates?

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?

UPDATE: I figured I'd try loading ssl.honeybook.com directly, which is the custom data field we enter in our DNS settings to use a custom subdomain in HoneyBook. I discovered that ssl.honeybook.com itself is returning a ‘Cloudflare Error 1016’ (Origin DNS error), which suggests this may be a HoneyBook infrastructure issue rather than anything on the user side. ssl.honeybook.com error message  Anyone else experiencing a custom subdomain SSL cert issue? I have tried everything under the sun. Unfortunately for me, it's after hours and the HB support team is not online to help. my subdomain ssl error message

Where are the API docs?

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.

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!