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New and Improved: October 2024

  • October 1, 2024
  • 8 replies
  • 167 views
HoneyBook October 2024 new features announcement banner
Monica R
HoneyBook Employee
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Autumn is here and so are October’s product updates! We’ve got some seriously good ones, so take a look and see how you can leverage them for your business! 

 

Embed lead forms

Now, you can embed lead forms directly into your website, which means no more link wrangling and client redirecting. With easy integration and customization options, you’ll be able to capture inquiries while maintaining your site’s design and user experience. Embed lead forms so that leads and clients can book discovery calls, select and pay for services, or simply inquire about working with you–right from any page of your business website.

 

Files tab

With your top navigation getting a refresh, we’re excited to launch the new Files tab. The Files tab provides a centralized view of your files across all client projects, which lets you find, organize, and manage your files without needing to dive into a specific project. You can also filter by status, so you can get a pulse on all of your drafts, or easily check-up on your sent files. Find the Files tab in your account here.

 

New templates

Explore new, free HoneyBook templates in the template gallery. You now have more ready-to-use templates for proposals, service guides, and questionnaires, designed to help you get started quickly and professionally.

 

New top navigation

Discover our new top navigation for easier access to the tools and information that matter most for your business. The updated design centralizes features, making it faster and easier to find what you are looking for.

 

AI Assistant updates

AI Meeting Assistant

Get meeting summaries with action items delivered by the AI Meeting Assistant. The AI Meeting Assistant will join your scheduled video calls in HoneyBook, and you’ll be able to save time and stay focused knowing that the Assistant is taking clear notes.

 

Project recaps

Gone are the days of improvising meetings–with the help of AI project recaps, you’ll receive a detailed overview of project details, past communication, and open questions 1 hour before each HoneyBook meeting. With these key notes at your fingertips, you can quickly review and go into meetings with confidence.

 

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.

 

8 replies

Donnie T
  • October 15, 2024

There should be the ability to add a pdf file to your files. Business evolves and we continue to update different services, brochures, contracts and other documents that we can’t add to our files.


Monica R
HoneyBook Employee
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  • Author
  • HoneyBook Employee
  • October 15, 2024

Hey @Donnie T! Thanks for that suggestion! 

Currently you can upload PDFs to your project workspaces for both you and your client to see as well as attaching PDFs to the emails (and email templates) that go out alongside your smart files. If I understand correctly, what you’re looking for is the ability to attach PDFs to smart files. Is that right? 
 


Donnie T
  • October 15, 2024

For example, If we have a new contract drawn up, there should be an upload to our contract templates available.


Monica R
HoneyBook Employee
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  • Author
  • HoneyBook Employee
  • October 15, 2024

Hmm, so like as you get new contracts written, you’d like to be able to upload those PDFs to be converted to smart file contracts? 


Donnie T
  • October 15, 2024

Correct, and not just contracts, all documents that we would like to share with our customers. Honeybook does it once for you when you first become a user but there’s no way to add anything after that.


Monica R
HoneyBook Employee
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  • Author
  • HoneyBook Employee
  • October 15, 2024

Got it! Thank makes perfect sense! 

I suggest placing a feature request for this here :) 


SJWeddingPros
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I love the AI recaps, but it’s annoying that my email is flooded with recaps for projects that are only in inquiry mode, and have not signed a contract nor made a payment. These are not projects, so there is no need to recap anything.

 

We need a toggle to turn unbooked project recaps off please!


Monica R
HoneyBook Employee
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  • Author
  • HoneyBook Employee
  • October 21, 2024

Hey @SJWeddingPros! That’s great feedback, thank you! I’ll make sure our AI team hears it.