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Question

How can I separate inquiries and booked projects in my pipeline?

  • April 3, 2026
  • 1 reply
  • 7 views
Ashley4741

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! 

    1 reply

    Monica R
    HoneyBook Employee
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    • Monica RHoneyBook Employee
    • HoneyBook Employee
    • April 6, 2026

    Hey ​@Ashley4741! This is totally possible right now!
     

    You can create a custom pipeline view that shows only your booked projects, so you can quickly check date availability without wading through inquiries!

      Here's how to set it up:

      1. Go to your Projects tab

      2. Click the + sign next to "Main view" to create a new view

      3. Click "Customize pipeline"

      4. Toggle off the Inquiry stage (and any other pre-booking stages you don't want to see)

      5. Name the view something like "Booked" or "Confirmed Events"

      6. Click Save

    Now you'll have two views - your full Main view with all inquiries intact, and a clean Booked view showing only confirmed projects. Switch between them anytime with one click.

      A couple of things to keep in mind:

      - Only account owners and super admins can create or edit views

      - You can create up to 5 custom views per account

    You can see the whole Help Center article with more details and customization options here.

     

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