Starting the year off strong with a bunch of new feature releases for you!
Want a walkthrough of each new feature and update? Check out our full slideshow deck available here!
Streamline your leads and projects
HoneyBook x Prismm integration
Event floorplan collaboration just got easier. Connect your Prismm account to HoneyBook and add your floorplans directly to your projects—streamlining your event planning process from start to finish.
Import leads into pipeline
Got a spreadsheet full of leads and not enough time? We've got you covered. Simply upload your file—whether it's CSV, Excel, or Google Sheets—and we'll automatically add your contacts and link them to projects. It's that easy to keep your pipeline up to date and organized.
Create new projects from lead forms for your new clients
Work smarter, not harder, with a new lead forms setting. You now have the choice to create a new project for each form submission, or create a new project for first-time clients only—with submissions for existing clients automatically added to their most recently created project.
Create reminders for tasks
Never miss a deadline again. Add due dates to your tasks, and we'll give you a heads-up when something's coming up. This alert will appear in the corresponding project, your notification center, home page, and tasks page.
Turn off Preferred Vendors List
Not interested in sending your clients vendor recommendations? No problem. You can now switch them off in your Company Settings if these recommendations don't fit your business needs.
Easily import leads and contacts into HoneyBook
Improved Google contacts import
Connect your Gmail account for seamless contact management. Your Google contacts will sync automatically, and new contacts will import instantly—no manual updates needed.
Remove default lead sources
Now you can remove any default options that don't fit your needs.
Work on the go
Enhanced scheduling capabilities in the app
Scheduling from the mobile app just got a major upgrade. Now, you can do even more all from your phone. Schedule meetings the same way you do on desktop, pick session types, make quick edits, and set up time with your existing clients.
Prepare for financial success in the new year
Add and track your annual revenue goal
Want to hit your revenue goals this year? Add a goal from your Finance Overview page, then check the tracker to view your progress. Not sure what goal to set? We'll crunch the numbers for you, looking at your past performance and market trends to suggest a goal that makes sense for your business.
New features are rolled out in batches to ensure steady deployment and might not be instantly accessible. Feel free to contact our Support team if you have any questions.
