HoneyBook Product Talk

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

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.

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.

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. 

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 d

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! 

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?!

I’m loving the new automation builder but have run into a snag. In the previous builder, I had “wait until 3 days before session type X” to send out a certain email. I’m not seeing before as an option anymore - only a wait until things are completed or wait a certain number of days. Anyone found a work around to that yet?

HoneyBook, would you please consider these requests to improve automations 2.0? With switching over from the old automations, I’ve noticed some gaps that I truly hope can be addressed soon or it might actually may make more sense for me to switch back to old automations. The biggest one being:In 2.0, I am no longer able to automate emails based on project date and send session date email reminders ahead of the project date (not after). i.e., 1 week away, 1 day away, 21 days before session. With 2.0, I would have to manually do this for each session. The “wait” trigger is only based off of when the automation began.The RequestsWithin an automation be able to create actions (send emails, smart files, etc.,) based on project date. For instance, 5 days before project date, 14 days after project date. Enable multiple triggers and actions within one automation. I.e., first payment made, calendal session scheduled, project date. T

So I send a smart file for my clients to book with me. They choose a service with a session, then schedule their session, then they see the invoice, and finally pay. I am getting notification that my clients have paid me and what session they chose. However, Honeybook won’t tell me what time slot they chose. It doesn’t show up on my calendar either? My clients are saying that they are choosing time slots on the scheduler on their smart file successfully.  I’ve used this exact set up multiple times before so I’m unsure of what’s wrong.  Here is my set up: In the smart file -  The scheduler details: 

I’m new to HB and am entering client contact info. There are a number posts requesting a first name field and separate last name field instead of a single full name field.That doesn’t seem to have changed. Has anyone found a workaround? Will.  last name, first name   work? It would be nice, too, to be able to rearrange  the locked contact fields.

I’m having an issue with the integration with Mailchimp.  I was able to setup an automation with zapier that automatically adds anyone who books a call through HoneyBook to my email list. The only problem is HoneyBook’s formatting doesn’t integrate well with MailChimp.  MailChimp uses first name and last name as seperate blocks, and the only option in HoneyBook is first and last name in one block.  As a result, Mailchimp only saves the first name and email address.  Now I have to go into mailchimp and add the last name manually for every new contact, which defeats the purpose of having it automated.  Would it be possible to have the option to make the first and last name seperate blocks? It would be nice to have that option. 

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?

For some reason, my images & graphics in my library are just a blue question mark.These graphics have been in the library for years and are attached to so many documents - anyone know what’s up with them?!I’ve reached out to HB but does anyone have the same issue? 

Categorizing the tax categories in the Expenses page is a real pain in the ass. I don't want to have to keep opening the rows to change the category and then the notes have to be under a certain # of characters.Just increase the character limit because EVERY SINGLE transaction not exceeds the limit. Please fix this. When I change the Tax Category in the Balance page, it doesn’t update in the Expenses page. Which is super frustrating

I just noticed this now - my current HB offer is 50% discount for new subscribers… Which is the exact same as if a subscriber just went to HB and signed up for the free trial/discount on their own. It’s in the announcement banner.Am I missing something? Just trying to understand the incentive for them to use our code? If they forget, they can still subscribe for 50% off anyways just directly on the Honeybook site.Curious as to the logic here 🤔

My gmail integration is no longer showing project type options in the drop down with I try to create a new project in through email.    My project types show up in settings.  I’ve tried disconnecting and reconnecting, still doesn’t work.      Please help!

I had a question on if this is possible within the Automations 2.0. I’m currently crafting my new “logo design process” automation the completely streamlines my entire process. I want to create a conditional logic where if a client books a session with me, the pipeline stage will automatically move. I want the pipeline stage to move when it is scheduled, when the session starts, and when it ends. When I look at beginning “trigger” I can see the multiple options for “session scheduled, session starts, session ends” but I don’t see those options under conditional logic under “select event”. Is there a way for those options to be added under conditional logic? Can I not create an entire automation pipeline under one automation, or will I have to do these automations individually? Please help.

Currently I have a Zapier that triggers when using the showit contact form. The information is mostly sent over to Honeybook, but the biggest issue is the name. Even though it creates the correct name for the client, and for the project in Honeybook, inside the project you can see it emails the wrong name when the honeybook automation is triggered and saves the wrong name. In the screenshot you can see the name “asd”, but when you go into the workspace, you can see he actual correct name, it’s just not used. A screenshot of each included (fake test inquiry). Context below the photos... Here’s the full context:I use a Showit contact form on my website to capture client inqui

I need to be able to keep inquiries off my project list. When I have multiple inquiries on the same date it gets very confusing if there is something booked. If they are flexible and could do a different date, I cannot archive them because then their info gets archived also. You have to look so closely to see the tiny stage that each event is in. I want the project list to show only things that are booked so I can quickly let people now if a date is available. Please make this change happen. Thank you! 

We are a business that books services out at least 6+ months in advance. From a bookkeeping perspective, we have been told to invoice a retainer (with no taxes) because the services haven’t been rendered yet. Then 30 days out, we invoice for the final balance, less the retainer. I have no way to apply the retainer to the final balance. The only workaround I have found is that I need to create a new invoice and add a payment to the payment schedule reflecting the retainer has been paid. Then I add a 2nd payment to the payment schedule that includes the final balance owing. The issue I am having is that our bookkeeper is noticing payments doubling up in Quickbooks which we have integrated with Honeybook. And they often don’t have a way of knowing which payments have been applied to which client.I have been advised that collecting half the invoice with GST/PST up front will result in us paying taxes on services that have not happened yet. Does anyone have a solution? It

Whenever I try to download my 2025 1099-K form, or any of the other documents, all I get is a “You’re form has been downloaded” in the top right corner of my screen but it doesn’t seem to actually download anywhere. Is there another spot I need to look in order to find it?