HoneyBook Product Talk

Hi! I am looking for other ways to export a filled-out lead form or questionnaire, ideally as an excel/CSV. I work with another vendor (non-honeybook business) and we are trying to streamline our information gathering so that it is not redundant for the client.The ways that I have found are to Print to PDF so that I can share the PDF or connect the other vendor with a view-only link to the client’s responses. Are there any other ways to share the information that I have collected from a client on a lead or questionnaire?

By day, I’m a corporate account, so by nature I’m an extremely analytical person. I like to have a multitude of reports to mess around with, and a system that can generate these reports well enough. I feel like Honeybook is definitely lacking in it’s capacity to generate the reports I want. I’d like to be able to generate reports that give me access to info like Tags I’ve attributed to projects, balances based on those Tags, balances based on packages book, etc. What are other people’s thoughts on this? Do you want the addition of these kinds of reports / ability to create these reports? I certainly do to be able to dictate and sway my business decisions as a photographer.

Just asked chat bot how to create an annual reminder on my calendar and it says this is not a supported feature??It’s crazy to me that my monthly fee has increased significantly to pay for all these AI integrations and automations yet something as simple as an annual reminder is not supported. Make it make sense. 

The $30/mo + $6 payee is is a bit steep for someone who only uses the occasional contractor to cover wedding events.  That works for W2 employees and staff, but not contractors who are intermittent and might only work 1-2 wedding events a year.  Other payroll platforms offer more suitable options in their product lineup to allow for “contractor-only” option like Gusto, etc.

As an account owner it baffles me that I cannot add/edit/delete team members bookings/calendar. Or am I missing those features somewhere?

How do I apply apply a partial cash payment without having to change the payment schedule/contract to be approved?  Client is paying ahead but it’s only partial payment.  I need to keep the payment schedule there as it determines my refundable funds vs non refundable funds should a contract get cancelled…. THanks!

Lately my VA and I have been having trouble with some outdated features in Honeybook that aren’t quite fit for multiple team members to interact with.Thus far the big issues we’ve run into are:(For context my VA has Super Admin permissions- the highest permission level available)We can’t edit each other’s Honeybook Calendar Events. A client scheduled a meeting with me and it created a duplicate project. When my VA signed in to try to clean everything up and delete the wrong project and then reschedule the meeting correctly, it created the meeting for the VA and assigned it to the VA. They could not assign the meeting to me. When I tried to go in and fix it from my account, same issue- I could neither delete nor assign a meeting or project in the calendar view for my VA.  Inability to edit a calendar event has also been an issue when a client wants to reschedule with me. My VA handles a lot of my calendar bu

Within the last few weeks my Pipeline (which I’ve always had sorted chronologically by event date) suddenly pops up in a weird order, possibly by most recent contact or inquiry date. It’s admittedly a tiny bug in the grand scheme of issues, but it just started doing this and I can’t figure out how to revert to the chronological sorting. 

As a user, I want to be able to use dates payment were made in automated input fields. This is so that I can use those dates as milestones for contracts and possibly other forms/emails.  Business Value: Many clients pay before due dates, so while you can choose the due date as an input field, or field source, if the client paid early, the contract became enforced on that early payment date. Therefore it is crucial to be able to choose said date for the contract, emails and potentially other forms.  Acceptance Criteria:I can see options for dates a specified payment was made in the Input Field/Insert Smart field dropdown.  These options would be generated for each date a payment is made These options would show the payment details for that dateExamples: Given I am drafting a contract or emailWhen I want to set a contract start date, Then I should to be

Hello, I am setting up an automation.  In the processes I have follow ups for when clients don't answer to an email/smart file where the smart file gets sent again. During test runs when the smart file is sent a second time, it also duplicates the file in the customer portal; there becomes two of the same file. This is redundant, sloppy, will absolutely cause confusion, and is honestly just a bad look for both my business and for honeybook.  I have spoken with customer support and the answer is basically “we know, deal with it.” (I’m paraphrasing, they were polite but there is no real solution at present moment).  This would make more sense if emails were sent in a chain and customers could reference the last email right there, however, everything is sent as a separate email.  I understand that customers can go into the customer portal and click on the file -- let’s be real though, this is completely off-brand simplicity, brand convenience, and there will absolutely be people

WARNING: VENT AHEADI don’t know what’s going on at Honeybook over the last few weeks, but I’d really like someone in charge to address issues that I’ve been experiencing… and I know I’m not alone. Can anyone from management chime in?I’m frustrated and the last straw for me came this morning when I received notification that someone was trying to join my Zoom. Odd as nothing was on my calendar, so I reached out to him.  Turns out he was trying to join a meeting from an email he just received from me. He sent me a copy of the email dated YESTERDAY… it was regarding an event I held on January 8th.  Now mind you, this was sent as a bulk email through Honeybook on January 7th to all who were to attend my event. I had a higher than normal no-show rate, and now I understand why.  I repeat, he received the email yesterday. And before the argument comes that we cannot control other’s email systems, there is more..

Can I add my own category when doing my expenses. There are so many categories that you ar missing for a running a small business from subscriptions to software, from auto expenses beyond gas to equipment. Your drop down list is very limiting.

Hello, I constantly get clients who did not receive our company emails because of spam. Is there a way we can include text messages in our workflow/pipeline. This can help us land more clients who are more text savvy as opposed to the old school email. I also notice in my area other companies do not do this and it will give us an extra edge to land more business. It can also help Honey book attract more business if this service was offered as well. We all win if we can add text messages.

Recently when I’m viewing emails on Gmail, I haven’t been able to see any of my responses. So I looks like my client is just talking to themselves.I always respond to emails in HoneyBook. Then I’ll clean out my inbox in Gmail to confirm I’ve answered everyone. Sometimes I open an email in HB and don’t have time to answer and I can’t mark it as unread (which I’ve brought up in this community before)...so I do that in Gmail. But now I can’t even see if I’ve answered it in my gmail.I feel like theres been a few random updates like this lately and its honestly making my work process more annoying. 

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?!

Here is the automation. I have set to invoice paid wait 15 min and send email.However, this isn’t sending anything. I tried the AI message helper and it just said to check my automation and if it is active...which it is. thanks 

I am a new Honeybook user.I created a lead form which I have embedded on my Website. It includes a question “What type of photography are you interested in?” It is a drop down question with 4 options:Companies Schools Personal OtherBased on the response to that question, I want to be able to set up an automation that will send specific smart files (questionnaires) to the prospect client types, e.g. a questionnaire for companies, schools, personal etc.I was told by the Honeybook AI that this is not possible to do? It said there was no way to do a condition/branching based on a drop down question.It then tried to steer me towards using automated tags as an option, but when I investigated that, there is no way for me to create the specific tags tied to those responses in my drop down.The AI bot then recommended I create separate initial intake forms on my Website based on those 4 client

Over the past 7-10 days I have only been receiving inquiry emails from the system. Everything else, from payments, contract signatures, discussions; nothing is making it to me. Nothing in spam, just no delivery at all it seems.

Hi HoneyBook Team,In 2025, the way we communicate and manage our businesses has changed—and we need HoneyBook to keep up. As dedicated users, we’re asking you to prioritize the following features that are now essential for companies like ours:Two-Way SMS Communication We need the ability to text back and forth with clients directly through HoneyBook, and enable our full team to do the same. Texting is now the primary form of communication for most people and leads to faster responses, better engagement, and significantly higher booking conversions. Email alone is no longer enough. AI-Powered Website Chat A built-in website chat feature powered by an AI chatbot would allow us to engage potential clients 24/7, capture leads in real time, and answer frequently asked questions automatically. This would elevate our client experience and help prevent missed opportunities. Team Management Tools (like Monday.com) As a growing entertainm

I am new to Honeybook and am trying to determine if there’s a way to edit:That gray border line that appears around my embedded form. I do not want it appear at all but cannot see how to remove that option. Whether or not there’s a way to realign that Submit button so that it’s not always right aligned? Ideally I’d want it to be aligned to the right edge of my text above or center aligned on the form. 

Hello, I’m a makeup artist, and I send out a monthly countdown via ‘smart files’ and emails to my brides once they book with me. This countdown starts at 6 months and continues from there. My question is—if a bride books with me at the 4-month mark and I assign the attached automation to her project, will the automation pick up at the correct month based on when she signed on? Or would it not activate since it’s set to begin 6 months before the project end date? I’d like to avoid creating multiple automations and accidentally triggering different ones simultaneously for the same client. Additionally, will the regular automations eventually phase out, or will they remain active? I just want to be sure before making the switch to avoid any mishaps! Thanks so much for your help!

Is there a way to set a default style for hyperlinks in my account? Like choosing the link color, underline, and bold. So that all links show up the way I want (for example: blue, bold, underlined) without having to change it in every single email or template?If this isn’t possible yet, has anyone found a good workaround? Or is there a place where we can request this as a feature from HoneyBook?Thanks so much!

I wish the configuration auto-invoice generator were more dynamic so I could choose the correct invoice template depending on the client service selection in the proposal/smart file. The ability to dynamically select different invoice templates based on client service selections would definitely streamline my workflow for those different subscription options we offer.

I understand all businesses, the longer they are in business, and the more they improve, the more the cost goes up. The price increase honestly still has me SHOOK and if not for all of my financial info & client info & communication being kept in one place, I would 100% be switching platforms due to the increase. I am still wondering if it’s even worth it…BUT I still love Honeybook, and considering it’s SO difficult to transfer from HB to another CRM, I’ve decided to stay for at least another year. I was hoping with the price increase would come some awesome changes… instead, I keep feeling like these edits are purely for aesthetics or are fixing something that wasn't broken to begin with. I can't understand, thus far, how the price increase is justified. I like the platform less with these updates.The things I’m not loving

In the old automations, I was able to send a “pre event check in” email 1 month before the project date. In 2.0 I don’t see a way to automate based on the project date.  Is that still possible or am I missing something?