Gather ‘round people!! It’s time for this month’s addition of “what’s new at HoneyBook?”.
Check out the last 30 days of new features and things we’ve improved upon below.
Want a deep dive on these new features and how to use them? Check out our live class
New
New mobile app home screen
The HoneyBook mobile app home screen has gotten a makeover. Now, you can stay on top of actions that require attention with easy access to recent messages, a snapshot view of your calendar, new leads, and more–right when you open the mobile app. This new home screen also provides a mobile view that more closely mirrors the desktop application, creating a more unified HoneyBook experience.
Custom archive reasons
Now, you can add your own reasons for archiving projects, beyond the reasons pre-loaded to your account. This update gives you more detailed insights into project histories and helps you identify archive trends.
Template releases
Seven new templates are available for use in the Template Gallery. This collection of content- and copy- rich templates is perfect for digital marketers, copywriters, and general marketing consultants looking for new templates or ways to improve existing service guides, proposals, and more.
Auto-tag projects or contacts created from lead forms
For more control over project and contact insights, you can now set lead form inquiries to automatically have the tags of your choice added. This new functionality helps you search for, filter, and organize your projects and contacts from the get-go.
Improved
Second client name field
To make managing multi-client projects even easier, we’ve added a “second client name” field to smart fields. You can pull this smart field into your emails and smart file text blocks, then sit back as your second clients’ names auto-populate.
Bookkeeping improvements
Your Bookkeeping page just got faster, smarter, and more insightful with the introduction of more payment statuses. Now, you’ll always know where your money is, and you can use the newly-available transaction Trace IDs to help your bank find it, too.
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.
Ps - Members can exclusively check out what’s coming soon and planned for the next few months with our brand new Product Roadmap!
