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What's the best ways to get clients?

I noticed adding tags on the Mobile App is not possible right now andIt would be great if it was Hopefully someone has a workaround that actually helpsOne of my clients is attempting to gather data on their close rate. They get a lot of leads and close very few of them so I asked her to keep track of why these leads are not converting. One of the ways we considered doing this is via tagging. However, she barely uses her computer for things and instead uses the Honeybook Mobile App. What workaround is there for keeping track of this so that it shows up in reporting? In order to help close the gap and increase her conversion rate we need data. Adding tags on the mobile app appears to not be in the current roadmap. So either way, if this is the most viable solution ideally this post serves as that feature request unless there is a better workaround. 

Lead Conversion SpecialistLocation: RemotePosition Type: 1099 Independent Contractor (5–10 hours/week)Pay: $18–$22/hour (includes paid training)CLICK HERE TO APPLYOverviewWe’re looking for a warm, detail-oriented Lead Conversion Specialist to help turn Facebook Ad inquiries into booked phone consultations. This role is perfect for someone who enjoys connecting with people, thrives in a fast-paced environment, and is highly responsive and organized.You’ll be the first point of contact for engaged couples reaching out about wedding photography—guiding conversations, building trust, and helping them take the next step.Key ResponsibilitiesLead ManagementMonitor incoming Facebook Ad leads inside Go High Level (GHL) Ensure every inquiry receives timely and thoughtful responses Keep CRM organized with accurate notes and updatesLead Nurturing & CommunicationRespond to leads via text, email, and Facebook Messenger Build genuine connections through friendly, conversational messaging Guide co

Whenever I try to download my 2025 1099-K form, or any of the other documents, all I get is a “You’re form has been downloaded” in the top right corner of my screen but it doesn’t seem to actually download anywhere. Is there another spot I need to look in order to find it?

I hate that there is still no option to embed images into the body of an email. I need to do this for client reviews! I first mentioned this back in 2023, and still nothing has been done about it. I don’t understand why HoneyBook won’t allow it when all other email platforms do. HoneyBook, any solution? The “attach images” option is not what I’m looking for.

Is there a way to add Client Profile Photos? We can see that some organizations have profile photos but cannot find a way to edit or add those images for our new clients and organizations that are created. Any help is appreciated! Thank you

I’m running into an issue with Zapier + HoneyBook and wanted to see if anyone else has dealt with this.I’m using the “New Inquiry” trigger, but Zapier is only pulling data from our old HoneyBook forms that we’ve already replaced.The problem:Our new forms are working — leads are coming in correctly The Zap does trigger for new inquiries BUT when I try to map fields, Zapier only shows fields from the original/old form When I click “Find new records”, it only finds submissions tied to the old form So I can’t select or use the new form fields at allIt basically feels like:👉 Only the original inquiry form is being recognized as a “record structure” on the HoneyBook side👉 New forms don’t update or refresh the available fields in ZapierEnd result:The automation runs, but I can’t pull the correct data because the fields available in Zapier are outdated.Has anyone run into this before or found a workaround to get Zapier to recognize new HoneyBook form fields?

What’s going on with Honeybook as of late. The software isn’t even able to do the exact functions it’s designed to do. Line Items aren’t calculating correctly and I have been dealing with this issue for a month now with multiple reaches to agents and 2 tickets submitted. Really losing my faith in Honeybook at this point. 

By now, maybe you’ve heard of a little thing called ✨ AI ✨. We know as technologies change, so does business. So we’re committed to making sure that HoneyBook stays on top of technological advancements so that you and your business have every tool available to you, and that includes access to AI tools that help you streamline your workflow and scale your business. Don’t miss our latest webinar on October 2nd at 10AM PT to learn all about how AI can help you beat burnout. Register now! So if you haven’t met before, I’d like to introduce you to the HoneyBook AI Assistant.→ AI Meeting Assistant: Automatic note-taking during virtual or in-person meetings provides detailed summaries and action items, ensuring nothing is missed.→ Project recaps: Let your assistant create concise project summaries for clients, keeping them informed and organized before meetings or deadlines.→ AI Writing Assistant: Instantly generate drafted responses to new inquiries or existing clients—personalized with your

In the past week and a half, I've had two separate fraud attempts on my HoneyBook Balance debit card. I don't use this card for shopping or transactions at all, I only have it because it's the only way to transfer money out to my actual business bank account. So imagine my surprise getting texts like this out of nowhere:"CVV verification failed for the HoneyBook debit card ending 4584. Please try again."The second alert (today) was for the NEW card number I was issued and a much larger attempted transaction.When I contacted support, I was told this is an industry-wide issue where fraudsters use automated tools to guess and test card numbers, and that it's not a breach of HoneyBook's systems. They confirmed both times that the transactions were blocked before going through, which is good.... But the second time around the same thing happening again... left a bad taste…  A few things I wish I'd known / things that might help others:The texts from +1 (415) 463-1453 are legitimate HoneyBoo

I need a to make sure that when I forward an email to our customer service department who is not included in the project, it is NOT shown in the project activity/communication. Often I have to forward communications between my customer over to our customer service team due to issues. These emails do not invlolve the customer, yet somehow they are being shown in the project, and the customer can then somehow see my communication with our customer service team,. Tthis is NOT ok - they contain info the customer should not see. I have had this happen a few times and with no way to control it, am now considering using a different platform.

FEATURE REQUEST: Is there a way to better organize my library? As it stands right now, everything I upload is just put in to the "My Files" Section. It would be awesome if we could further organize this with folders (Pricing guides, Location PDFs, ect..) within the overall library! 

I run a mobile bar business. I give my clients the option to pay the full gratuity and not allow a tip jar at their event. Or, they can pay part of the gratuity, and allow a tip jar on the bar. Is there a way to set this as a selectable option on the invoice?

I’m new to HB and am entering client contact info. There are a number posts requesting a first name field and separate last name field instead of a single full name field.That doesn’t seem to have changed. Has anyone found a workaround? Will.  last name, first name   work? It would be nice, too, to be able to rearrange  the locked contact fields.

Hi, i can’t integrate my Gmail to HoneyBook, i need help?

I am currently looking for an experienced wedding videographer for April 18, 2026, in Poolesville, Maryland.Requirements:Must shoot on Sony cameras (S-Log profile, 60fps) Must have at least two cameras for full wedding coverage Professional audio setup is required Must provide LED lighting for the reception Drone footage of the venue and surrounding area is requiredAdditional Details:Filming only (no editing required) Rate: $85/hour for 8 hoursIf you meet these requirements, please send your portfolio/website link along with your phone number for follow-up.

I was super excited to see the option for instant deposit when looking at my finances. I set everything up and had my first payment go through as such. However, why am I paying for instant deposit when it’s not actually instant deposit? Some invoices I’m paying upwards of $10.00 for instant deposit and to me, that is a deposit within minutes. It’s been almost 24 hours since I paid for an instant deposit and have yet to receive my payment. Frustrating to say the least.

Please make it easier for us to do our bookkeeping outside of HB by giving us easier access to the credit card fees per transaction.  I love the payments section and the ability to drill into the details of the payments, however, it is so silly and takes way too much time for me to download a report to actually see what the fees were per transaction to enter it into my bookkeeping system.   Why can’t this be a detail of the actual payment transaction that I received?  Why make this so hard for us?   

I asked support about this and it’s not possible right now.  Support has put it in a s feature request but they asked me to also post it here in order to collect reactions from others in the community.My Use CaseMy clients pay in 2 installments (½ upfront and ½ just prior to me launching their website.  I do this so I can be assured of full payment before the site is live.)The Payment WidgetThe Autopay option appears automatically in the payment widget and is not able to be hidden.  So it’s offering my clients the ability to autopay something that doesn’t exist yet.  And, there is no date for when the 2nd installment is due because that depends on when the site is ready.Why It’s a ProblemIt’s not logical because there is nothing to autopay It’s confusing to clients because our contract explicitly states that the 2nd installment is due when the site is ready to go live. It won’t even work because support has told me that it won’t do anything unless there’s a due date on an upcoming paym

There seems to be some key missing elements to the updated project pipeline view. I have done everything within my access to make this more efficient, but at this point I’m spending too much time trying to get functional basics to work for my honeybook experience for business management vs. focusing on clients. I am wondering if I am missing something right in front of me or has anyone else had the same issues/found a solution?I need to see when the leads came in. I cannot sort any new inquiries by their submission date.  The custom view of pipelines limits the filter tags sorting, there is a glitch. For example: I need to see all clients with ‘TAG A’ and ‘TAG B’ together at the same time, but when I filter my view and select both of these tags it shows zero clients. I can only view one client type tag at a time. When any two filter tags are selected - it is showing a filter as if both of those tags are a combined 1 tag, which is not the case for any client (hence the reason for applyi

Is it possible to filter reports based on a specific time frame or lead source? I’d like to see how many leads were booked within a certain period, from a specific source, or after a certain amount of time from when the lead was received. It would also be helpful to understand why some leads didn’t book.So essentially, I’m looking for more detailed data about the leads. 

I would like to know how HB interacts with my clients without my input, and what specifically is emailed to my clients. For example, it’s my understanding that an email is sent to a client when I add them to a project; what does this email say? What other emails are sent to clients: payment received, contract counter signed, etc? 

I just noticed this now - my current HB offer is 50% discount for new subscribers… Which is the exact same as if a subscriber just went to HB and signed up for the free trial/discount on their own. It’s in the announcement banner.Am I missing something? Just trying to understand the incentive for them to use our code? If they forget, they can still subscribe for 50% off anyways just directly on the Honeybook site.Curious as to the logic here 🤔

Hey everyone!For many businesses, the beginning of the year is a great opportunity to reflect, optimize workflows, and set yourself up for the next busy season ahead.We’d love to hear from you: what’s one thing that helps you prepare for your high season and made a real impact?Drop your tips and recommendations below - your experience could help another member optimize their workflows ✨