HoneyBook Product Talk

Hello! Does anyone happen to know how to auto add more clients to my projects? Example, I have my senior parents typically make the initial inquiry but during my booking project smart file I get the info for the senior and parent’s info so they can both be in the project. I have to manually then pull senior name/email into the project but was hoping to find a way to make this easier if possible :)

Super excited about HoneyBook's new f\feature release today! I’m loving the new homepage, but my favorite feature so far is the added automation features. What’s you’re favorite feature so far?

Hello! I was hoping someone could help me figure out how to connect data together via intake forms and smart files. I currently have my clients enter their address into a smart file when they’re booking their sessions and was hoping to find a way to make that auto populate into their contracts/proposals as well as save as part of their client contact information. Anyone of any help in this situation?

Good morning can you edit the brochure on your mobile phone? can it get only be done on desktop?

Wondering how some of you communicate with your teammates on projects?

Hey guys!! Im hosting a couple’s countryside living content day for photographers in Sharon, CT! ALL of the details are on my instagram under my content day highlight and one of my last few posts labeled “content day”. There will be 4 styled shoots! Each will be a full hour so it will be a 4 hour content day! I am SO excited to be hosting this content day and I am incredibly excited about the house we have for the shoots! It’s stunning. The name of this content day is the “Evergreen Countryside Content Day”, 4 styled shoots of timeless charm and romantic nostalgia. Immerse yourself in picturesque settings capturing the essence of domestic bliss, playful interactions, and the magic of real love. Limited to just 10 spots (4 already taken), this exclusive event offers photographers a unique opportunity to explore vintage aesthetics blended with a modern touch.From sun-kissed porch moments to post-dinner picnics, every scene is carefully curated to showcase the warmth and si

I find it super annoying that when a new project is created the cover photo automatically populates to something random. I want to be able to keep the SAME cover photo for every single project I have, which is my logo. I do not want to have to go in and manually change it every single time. Please make this an option for us! Thank you!!

I am a venue owner and we get a lot of inquiries for dates. After I book a client, the booked event sometimes gets buried on the month view and I can’t tell if that day is open or not for other weddings unless I scroll through or uncheck tentative projects. Is there any way to pin the booked events to the top of the calendar for those dates so they always show?

Has anyone had this happen before? I’ve never been given this type of a message.Back story - client has filled in contact forms twice, but have I haven’t received either. I did vet this client and this is legit.I’m going to manually add her, but this comes up when trying to enter her email address. Has anyone had this? I’m wondering if it’s because she’s filled in contact forms before (even though I can’t find them!).

I just created my new services and pricing guide as a smart file, but I’d also like to share the file with prospective clients (and vendors) who may not have a client project set up in HoneyBook. How can I share - via link - without them having to input their email address and then finding out that they don’t have a client project? 

Does anyone know the best way to go about hiring a second shooter or assistant for a wedding? I used to use the Opportunities portal to hire my seconds and I am hoping with the new Community feature there is a good way to do that? 

We’ve got a custom stage in our pipeline… but using it for a while, so it’s not NEWWe added an automation to MOVE PEOPLE to that stage after some tasks  ALLLLLLLLL of the projects from that stage DISAPPEARED today! 8 missing projects.  I know there’s been some tinkering with all of these “new pipeline” features… but missing projects is a MASSIVE problem.  Anyone else??? 

First - I am still trying to figure out projects vs. clients.I have started using HB simply for an event (one date), though I can use it down the road for what it seems to be intended for - a CRM.Shouldn’t I have a PROJECT as an event (again, one date - multiple vendors) or should I call this something different.Many thanks,Donna

Why isn't there anywhere in Honey Book that shows a complete itemization of project types, or items sold? It would be very useful to know how many of an item I sold in each project. For instance, I have no idea how much ice I sold versus how much I spent. Even in the expense report I can't see that as an individual item for expenses. Does that make sense?If there is a way to do this, please let me know!

Hello, I see there has been updates recently. As a heavy user of Honey book with several companies, is there a way or can there be a way to expand the notifications list? The bell at the top only lets you see back so far and you can’t expand it and get a full breakdown of activity without risk of it going away after clicking or moving the mouse off. Any help is appreciated. Thanks,Matt

Is there a location where we can access the list of Client worth? Would love to see who our top 20 customers are in terms of bookings in order to create special sales and emails for them. 

I know I can add a signature block/template to any email template, but when you send an email via a project, do you have to manually add the signature block every single time?

Is there no place to get real answers to my questions?When I go to write an email on the Project Message Thread, occasionally, the cursor “sticks”. I will be typing away and there is a lag of up to one minute before the letters start repopulating the email. And, only in Honeybook, it occasionally freezes all together. It only happens on Honeybook and I run cleaner programs on my MAC so it’s not a virus.Things happen. I get that, But I just wandered all over this app to find some place where I can enter what problem I’m having and get some answers to fix it. Surprise! It’s not here. Is there some secret squirrel place where I can get some answers about issues I’m having or is Honeybook “help” strictly a warm fuzzy namaste serenity site now? -- I also had an instance where a client sent me an inquiry and we started a thread. Then, months later, they sent another inquiry instead of getting back on the original thread and someone here started a new thread that now h

I’m trying to manipulate the program in order to populate a document I need that isn’t a contract.  It seems like a contract template is the best way to do this.  However, I do not need our logo or contact information on it as it will be an internal document.  When I try to delete it, I get the message “Unlink this block in the right side bar in order to edit it” yet what shows in the right side bar doesn’t give me this option.Help! 

Is there a way to view any statistics on automation use? How many people opened an email? etc.Do automations come with an unsubscribe/cancel button for the lead/client?

Hi all,I am the owner of my business. Can you please tell me how to remove receiving an email every time my employees respond to a client? I want to still be actively part of the project but don’t want to receive an email every time my staff writes one.Thanks!

Is there a spot in honeybook where I can see a list of all new feature updates? 

Would you suggest using HB for email subscribers to keep everything in one place for announcements and promotions via a lead link / contact form and what would this look like in the pipeline. If there is a limit on batching emails is this viable? Should I stick with WIX to collect this information? 

Hey everyone,hope you all are having a wonderful first few weeks of the new year! I wanted to jump on here and see if anyone could help me find the “Job listing” tab that Honeybook used to have. I remember where you could see new job opportunities and work with other creatives.Does anyone else remember this? Is there a new version that I'm missing? I appreciate the help in advancedOli

Has anyone figured out how to go back to the dashboard from the Community? I love the shortcut from the Tools menu to get to the Community but how do I go back without opening another tab?