HoneyBook Product Talk

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. 

I imported a couple of contracts when I was first getting setup, and ever since, I get never ending notifications that my contract was imported. Anyone know how to make this stop? 

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 joined honeybook financein during the early beta period. I LOVE everything about honey book finance except for the inability to access my savings buckets via the mobile app. I am on the go a lot and sometimes I need to be able to pull from them and I can't. I think this is a major flaw and needs to be addressed. There have been NO updates to this side of things in the last few years so I feel as if its not been prioritized which is disappointing given our commitment to use the finance service once you sign up.

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?

My assistant went to invoice our home organizing clients at the end of last week and discovered that all of our saved items are gone! We had created a catalog of home organizing products that our team uses repeatedly in jobs and found that all of a sudden they were not popping up when we entered the unique code we’d created to make invoicing easier.Hoping this is a temporary glitch and that all of our hard work is not gone?

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

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 am a venue manager and just hired on our first event assistant. They are sharing the responsibility of tours and all Saturday day-of-event coordination. I need to remain on the lead of each project as I often need to change/cancel appointments, send invoices, etc. It’s incredibly frustrating that I cannot select a team member and add a session or service date to their calendar without making my calendar free. And I also don’t want to round robin tours.. I want to assign them to team members without assigning the whole project.  Any advice or changes coming soon to this?  

Hello - I have been digging and digging to try to figure something out. I’m a family and couples photographer in a tourist destination and people come to me looking for availability the week they’ll be in town. I set up a lead form with a scheduler and payment so folks can “book now” - find their date, and book it with my set retainer.Then, I want to send them a file for:services (add on’s - extra time, extra people, extra photos, locations out of my coverage zone) have them review and sign the contract (that has been adapted based on the service add on selections) and review the invoiceI’ve got the services and contract working great. The invoice is where I’m having issues because the retainer has already been paid.At first, I marked the retainer as paid in the invoice before I sent it - but then learned they cannot select any add ons if I do it this way.So then, I left it as unpaid and am now f

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

We are a wedding venue, and I assumed that I could add my tour manager to the scheduled tours, and they would be notified and scheduled. I added her as a “participant” to the meetings, but she can’t see them. I asked support, figuring I must be doing something wrong, and they told me that the participant’s calendar doesn’t get updated and there’s no notification sent to them, This feature is likely going to make the program unusable for us. I’m kind of shocked. actually. How can you schedule meetings and not have your team members notified? 

Hi all:Having user frustration issues with my scheduler and want to figure out if I am doing something wrong. After the user selects a time and fills out this information they think they have finished booking because of the message and visual communication that they are done, but unfortunately if they do not click next from this page, it does not book them so this is really misleading and bad UX. We do not need this page (the one with the celebrator graphic and “thanks for booking!”) as shown, After the user selects a time on the first page and fills out their info, once they click next it should just book them and go straight to the last image on this post (the one with Meazzo at the top).Is there something I am missing?  Can I delete this second page with this graphic?

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. 

I don’t understand HoneyBook’s growing obsession with putting an AI feature on everything. Originally, you could toggle these options off. Now, you can’t. You’re stuck with an AI block hovering above every email you type, whether you use it or not. I HATE these AI features. They do nothing for me - and nothing for you except make you sound like a generic ChatGPT bot. If I received one of these fake emails as a client I would move on so fast. Clicking on one of them by accident pisses me off every time, then I have to delete its stupid generated email and start all over on what I was doing.I’m SO incredibly disappointed that there is NO WAY to get away from all this useless AI! I will never ever ever use these AI features and should be able to turn them OFF.  This is on TOP of the endless (and I really do mean endless) glitches that come up when using the platform after their major update earlier this year. (

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!

Is there anyway to export the unpaid or overdue invoices into excel with the customer information??

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.

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.

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

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