HoneyBook Product Talk

I just noticed this change and I’m hoping it’s temporary. I used to be able to go to my calendar, click on a session, and there would be a link to the project. Now, it just pops up with a side bar with the basic information of time, host and attendees. It’s also making an in-person session look like a phone call, which is incorrect. Was there a setting changed somewhere that I can change back? Or if this is a permanent design change, can we not? LOL  Edit: I did click on the attendee and saw that it was clickable (not obvious) and that I could then click to view contact or view project. So it’s great that I could still do this, but it takes me 3 clicks instead of 2. Not that big of a deal, but I always think the best designs are fewer clicks than more. 

I used to be able to go to schedular and make changes to specific types of meetings on particular days.  Example: On Mondays I have Tour Times and Planning sessions.  I used to be able to remove just sessions which is the meetings i handle. My partner does the tours. but now if i need to remove something it clears the entire day and no one can book anything at all.  The prior way was easier to micro control.  I was out of town a few days and we were unable to book the client tours ( my partner would have done)  would have been easy to just edit instead of remove everything and have to remake the tours selection only all over again. i don’t really have time to have to re-enter things all over again.

Hello, I am new to Honeybook and still not certain if HB is the correct platform for me to utilize for this project.  I have an event space rent that I am looking to rent out 100 percent contactless.  My goal is for clients to visit a site to see available date, followed by choosing some add ons if they wish such as table linen or house speakers, review and sign a contract and pay an initial refundable deposit of $100 and 30 days prior to their event  would like for the customer to have to pay the remainder of the balance.  Is this something that Honeybook can do?

I currently have an automation that send a proposal when a project status changes to “Inquiry”. This works (or did work with) a Zap that turns a TidyCal booking into a Project and sets at the “Inquiry” stage. When I run a test in Honeybook, the automation works, but when I do a booking, my test account never gets the proposal. I could swear this worked a few weeks ago, but isn’t now. 

Was really excited to see that I could send batch emails straight from Honeybook once my list got large enough to warrant it, because setting up integrations for numerous apps that’ll cost me more money isn’t ideal. I’m not really understanding this decision from Honeybook since surely it can’t be costing that many resources to leave it up, even if not as many people are currently using it as they thought. This is one of the features that convinced me to renew my Honeybook subscription. It positioned it as a comprehensive business hub.Is anyone else disappointed this feature is being nixed in Sept.? 

Please add the ability to pre-select services.I have created a proposal for a client with core service that is non-negotiable and then some optional add-ons.However if they choose to not add on item they sometimes don’t realise that they need to “select the the core service so the invoice is showing as $0. Most of my proposal are this way and without this feature I can’t utilize the workflow well.

HB. making me do the thing twice.every.time.WHY? i need real answers as to whyif I change something in my services, does my invoice not automatically update?why do I have to manually make the change to both?one would think that if the price of said service changes…that the invoice would reflect that?when you add bacon to your burgerthe invoice auto adds $2even fast food can do thisyet, my professional software cant?I am constantly updating design/rental ‘services’ with every client as the design,or guest count changes… right up til the last month when RSVPs are due.and good ol’ HoneyBook makes me do the work TWICEmake it make sense.

The extension used to migrate ALL the details from my Knot, WeddingWire, and Here Comes the Guide leads.Now, not only does it “summarize” the details and leave key info out, it records it as an “email” lead instead of the service it came from.  It doesn’t move the clients phone number over either.   HB response:For the email summary, this was provided as expected. This is intended to offer a brief summary rather than covering all the details included in the email.  As far as the source, they confirmed that this is expected as well. As mentioned, it was pulled into HoneyBook through Gmail so the source is automatically added as Gmail. The system is unable to check how it originated in your external email.Currently, the phone number is unable to be pulled in using the Gmail Lead Finder. This only pulls in the name, email, project type, date, and location depending on what's available in the email.That being said, I have left some feedback for the team about these improvements to better m

This may have been asked and answered in the community already or discussed ad nauseum so please delete if it’s redundant.I just published my first lead form, after using contact forms for many years. With the contact form, I am able to see all of the responses in the body of the automated email form submission -- it’s as simple as clicking to open the email. However with the lead form, I have to 1) open the email, 2) click the button, go to the project, 3) click on the file within the project, 4) and if I'm viewing on mobile, I have to click on the "responses" tab. That's 3-4 clicks to get the same information that I could easily view in the body of the automated email using the contact form. And I would continue using the contact form except HB is really pushing usage of the lead forms, including making automations 2.0 only compatible with lead forms. Also access to other functionalities, challenges, and awards require usage of the lead form. But the lead form thus far is only adding

When you get a new lead email and then click on view details, is there a way to go directly to the lead’s responses. This is minutiae annoyance level stuff, but I usually have to click 2 more things and have them load.  thanks

HoneyBook should allow clients to make additional or early payments toward their balance without requiring us to edit their payment schedule or contract first.We regularly have clients ask to pay a different amount than what is currently scheduled. Right now, we have to tell them to wait while we change their payment schedule AND have them re-sign their contract before they can simply send us money.This creates unnecessary work for us and an awkward, unprofessional experience for the client.Other platforms, like Dubsado, already allow this flexibility.Honeybook is failing us; they make changes constantly that affect our workflow and do not improve the customer service experience. Changes like this add value, improve customer service, and take away unneeded work for us and our clients.Clients should be able to log into their portal, choose “Make a Payment,” enter any amount up to their remaining balance, and pay it. Their existing payment schedule could simply adjust to reflect the new

Need to know how to create individual contracts within one project. Project has multiple models, but creating model release form only includes the first client signature block. I can do multiple signature blocks but have to change everything in the smart blocks. There has to be an easier way. This is a time burden.Within project, I can’t send individual emails for these models because the project is grouped even when going into their contact form.

I know that passing ACH processing fees to clients is in Beta, however, wondering how this shows up on the clients side? Are they given the option to pay or does it immediately get added into their invoice. Does it tell them they are being charged? Is there a note anywhere or is it up to us to let them know?

Hi HoneyBook, I own a seasonal mobile swim lesson business. We only use HB March-August (5 months, maybe 6n if it takes us a couple weeks to put on our “see you next season” auto-responses.) Is there a way to ONLY pay for the months we are using it, and pause for the months we hibernate? I’ve had HB for 3 full seasons now, and each year the amount increases significantly over the 12 month period. My next bill, due in January, is another $118 increase! The instructors only teach lessons for 10 weeks while school is out from the end of May- end of July. Year-long plans without the abiity to pause during the off season are eating a significant portion of the profits. Please let me know if there is a solution to this.  Thank you, Alecia

I need to create a ceremony floorplan, but adding individual chairs that are out of alignment seems very inefficient. Is there a way to add rows? 

I just logged into HoneyBook today and noticed they’ve added galleries, and I’m really curious to hear everyone’s thoughts!I’ve been using ShootProof for over 10 years as a photographer, and I currently use it for both gallery delivery and long-term archiving. I love how easy it is to set up a gallery and quickly send it off to a client, so I’m wondering how HoneyBook’s galleries compare.A few questions I have: Is the gallery feature included with the current HoneyBook membership, or is there an additional fee? Are galleries able to be archived long-term, or is this more designed for smaller projects and quick delivery? How does the client experience compare to ShootProof? I actually already sent a gallery out through HoneyBook today, and I have to say the convenience of having everything in one place is really appealing. I’d love to hear from photographers who have tested it out!

The honeybook notetaker decided I was a man because my name is Toby. I am not. I don’t like my clients seeing notes that misrepresent that. Is there away to tell Honeybook my gender? If not, that should be added so that the notes are reflected accurately.

Unless I am missing something (and Honeybook AI results said I was not), why can we not cancel meetings (not the main project date) on the app? It is just an extra step to remember to do later if I don’t have a PC.

Okay, I gave the new automations a try… and they don’t work for my business.I loved the idea of conditional automations, particularly for the sales side.  Here are two primary issues of what wasn’t working for me:You CANNOT apply an automation manually.  I have a new client that called as she had been referred to me. We scheduled a session (consultation) for next month. When I went to add the sales process automation I had created, I got the following error message: Except there is NO way to set up a manual trigger.  This does not make good business sense.  I have two processes: one for sales and one once they are booked and have accepted our contract.  I cannot use one automation to take a project from one process to the other as the first is based on scheduling a session, and the second is based on dates leading up to their project. Example: we send an email to the client every 30 days leading up to their project (wedding) and a few others too.  The ability to set triggers based on

I would love the questionnaire to be editable by the client after it’s been submitted. Or at least be able to reopen it for them to edit. This happens regularly: I will send a client a questionnaire and they may not be ready to complete the whole thing. I tell them that it autosaves and they can exit out and wait to submit. However, it is not user friendly because I have clients “accidentally submit the form” regularly (2-5x a month) Then they have to ask me to resend them a new one. This is a huge waste of time and a pain for me and for them especially if they have spent time filling it out partially as I have to copy and paste the answers. I would LOVE the option for the client to go back and edit once it’s submitted or at least be able to reopen it. Or, have the buttons changed to say, “Exit” and another for “Submit” to make it more clear to the client.

Hello dear members - Tal from the HoneyBook product team here! We are in the processes of creating an availability calendar for venue owners to display to their clients when the venue is available for booking or not.We are looking to have some member chats and get some input on our suggested solution. If you’d like to help us shape this product please comment here and we’ll reach out to you to schedule some time. Thank you! 

im trying to funnel my meta ad leads into my automation and I was excited because I've found videos and documentation of it being possible online from about a year to two years back but when I look for the card in integrations its missing. I reached out to support and they said the feature is being removed?! They also said to make a ticket here to show interest and express how this feature is vital and important to a CRM system like honeybook. Makes me less confident in using HB. Anyone have a work around or advice?

Hello.   I feel like I am missing a step.   I placed my contact information, services etc all in building out my company.   for speed of getting agreements and proposals out, after I build a contact, I want to be able to use my contract and proposals shells without having to re-type all of the information i just put in and have it merge into the documents.   when I was setting everything up, I thought I completed all of the information like clauses, detail, etc.   What am I missing and can someone share with me steps so I can go back and track what I am missing?thanks  

I hate that there is still no option to embed images into the body of an email. I need to do this for client reviews! I first mentioned this back in 2023, and still nothing has been done about it. I don’t understand why HoneyBook won’t allow it when all other email platforms do. HoneyBook, any solution? The “attach images” option is not what I’m looking for.

I love Honeybook, but there are two things that that I’d love to see changed in the system. Recently, I've had couples who want to pay their invoices early. Because I have a payment schedule they're unable to do that. I didn't even know this until tonight when I was in a meeting with one of my couples and they mentioned that they tried to pay me early and couldn't do it. I had to tell them to pay me through a different online payment system instead. Is there a reason why clients are unable to pay the balance on invoices early? Also scheduling meetings can be a hassle. I have a few weddings where the couple with family members are all included on the project. In this case, the Bride, her mom, and her grandparent, attend all the meetings. However, when I book a meeting in their project, only the Bride gets the notification, link, and reminders about the meeting. As a workaround, I integrated honey book with my Google calendar, so that an appointment will create there as well. Then I go t