Unanswered questions

I would love to see an option that allows clients to initial each page of a contract, rather than only signing at the end. This would be especially helpful for longer contracts and would confirm that the client has reviewed and acknowledged every page. It would be great to have this feature incorporated into HoneyBook!

It used to be so convenient. I could log time as I went and then select all the time and create an invoice with it. Now I have to create projects and track time in two separate platforms. It’s going to take me twice as long to create invoices. 

Hello! Been using the Floorplan feature, and wondering if there is a way to rotate tables or other items?

Is there any way to change the part where it calls the payment a retainer? This was a payment for an hourly service I provided. It isn’t a retainer. The client paid for my hours after they were worked. 

Need to know how to create individual contracts within one project. Project has multiple models, but creating model release form only includes the first client signature block. I can do multiple signature blocks but have to change everything in the smart blocks. There has to be an easier way. This is a time burden.Within project, I can’t send individual emails for these models because the project is grouped even when going into their contact form.

I used to have no issues getting emails from honeybook to my zoho mail account. all i did was upgrade to more storage and suddenly its not working. i just want honeybook to notify me when i get a lead or payment, thats all! I can’t find any support or help with this anywhere 

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 have two Zaps created and running=on. During the creation process, Zapier was pulling test data from HB. But now that I’m trying to get the Zaps to fire by taking action in HB (new booked meeting + new inquiry), nothing happens in Zapier. I checked the Zapier history log and error log - nothing. Any ideas? How do I open a ticket with support?

Greed, plain and simple.When I receive a request for information from a potential client, I respond immediately using one of my pre-designed HoneyBook templates. The problem is that far too often, my client’s spam filter grabs the HoneyBook email before the customer ever sees it.Because of this, I’ve been forced to send a separate text message saying something like:“I replied immediately to your request for information, but it still shows as unopened. Please check your spam/junk folder.”Now HoneyBook has found another way to add to its bottom line by charging for texting. Sure, it may only be an additional $8 this month—but what will it be next year? $16? $20?What makes this especially frustrating is that I feel forced to use texting because so many of the emails I send through HoneyBook are apparently being caught by spam filters. In my experience, approximately 74% of my HoneyBook emails are affected.And HoneyBook’s response demonstrates just how disconnected they are from the actual

Is it normal to have a significant delay to use new custom fields? To link a revised smart field into a Template, we’re consistently finding it takes about 3-5 minutes after we save changes and refresh the page before we can access and Link.Wondering if this is typical? Or maybe something I’m missing that I could fix?Thanks so much!kate

I’m excited Honeybook rolled out gallery feature. I’d love to see it support downloading the entire gallery for my clients sake. As a wedding photographer, my clients can’t download individual images. 

Hello,Is anyone able to provide guidance regarding the calendar? Why when I make a project for a certain date and have received a deposit and a signed contract, it doesn’t show up directly on the calendar?

When I check off a task in my client portal, I have to scroll ALL the way back down to the middle of the page to click the approval button. PLEASE FIX THIS.

Until yesterday, I was able to schedule meetings directly from within a project using my saved meeting templates. Those meetings included all project participants and automatically sent invitations, reminders, and meeting details.Without any notice, I discovered this functionality has been removed. I spent hours troubleshooting what I believed was a bug before support informed me this was an intentional change as part of HoneyBook's move to a 1:1 meeting structure.This has had a significant impact on my business.I'm a Daily Money Manager/Financial Organizer, and many of my client engagements involve multiple participants—older adults, spouses, adult children, trustees, financial advisors, attorneys, and care managers. I coordinate meetings on behalf of my clients. Asking an 85-year-old client or their family to book meetings through a scheduling link is simply not a reasonable workflow.The current workaround also creates unnecessary administrative work because:Meeting templates can no

I just got the new business phone number setup, and I’m excited to start using it.  I noticed the Opt-in was already included in my lead forms for new clients, which is so helpful.  Is there a way to get current clients to opt-in too?  I’m just about to start a project with a client that signed at the end of August, and I’d love to use this feature with her too. 

Greed, plain and simple.When I receive a request for information from a potential client, I respond immediately using one of my pre-designed HoneyBook templates. The problem is that far too often, my client’s spam filter grabs the HoneyBook email before the customer ever sees it.Because of this, I’ve been forced to send a separate text message saying something like:“I replied immediately to your request for information, but it still shows as unopened. Please check your spam/junk folder.”Now HoneyBook has found another way to add to its bottom line by charging for texting. Sure, it may only be an additional $8 this month—but what will it be next year? $16? $20?What makes this especially frustrating is that I feel forced to use texting because so many of the emails I send through HoneyBook are apparently being caught by spam filters. In my experience, approximately 74% of my HoneyBook emails are affected.And HoneyBook’s response demonstrates just how disconnected they are from the actual

I no longer have the blank box at the top of a project to start a new message. It now shows my logo and “You” and then I have to select “send email” or “send SMS” - more steps added in.And on top of that - even though Help Desk has assured me the project contact should be automatically added in, all I get is a + sign to now click, then click the contact in the project, then start my email.They’ve also changed the “add signature” button. Used to be one click, now it is click the signature, then I have to click “with signature” or “without signature”I use Honeybook to save time, not to keep adding all these little extra clicks to what used to be so simple.

I have a post-event survey that I send out to clients. I’d love to be able to see all the answers in one place, but that is not a function that exists on Honeybook. Specifically, I have a questions that asks for referrals. Right now I need to go into each individual project and look at the forms for every client. I want to be able to generate a report that puts everyone’s answers in one, easily accessible spreadsheet. This would also help to figure out percentages of clients that found me through different sources (i.e. website, conference, social media, etc.)  Is there a workaround for this that anyone has found? I really don’t want to click through every client every time I want to generate a list of everyone’s responses to a specific question on a questionnaire. 

This seems like a basic feature found everywhere but HB.

A lot of new features are doing the opposite of streamlining my workflow, and I have heard from other users saying the same. Very small things in the grand scheme but tedious and sort of annoying. 2 main examples are the signature feature and the start email/text button. I’m confused why it is a three click action to add my signature. If I’m clicking on it, I want to add it. If I don’t want a signature, I wouldn't click on it. I’m not clicking on something to remove a signature that isn’t there in the first place. As for the button to start an email, what was once quick and easy start an email by clicking into a box now also utilizes an unnecessary drop down menu. I would rather there be a button in the text box section of starting an email that allows you to switch it to an SMS. I don’t utilize the SMS feature nearly as often, if ever, as I do just sending emails.

We’re excited you are here! Please hop into the thread here to introduce yourself. We’d love to know more about you, your business, and what you are hoping to get out of participating in an industry group. Huge shout out to @Jennifer McGeehan for being the very first member to join!

I would find it very helpful to have the ability to turn on a mobile push notification for meetings I have today. For example, if I have an intro call scheduled today, the only way I get notified is through the bell on the homepage. This isn't always useful, if I'm not constantly checking it. For some reason email and mobile push notifications are disabled for this type of notification. Would love to see this updated in the future. 

is there a way to have a completed project archived but still show under the completed tab? i like seeing my number of completed projects but don't like them crowding up my active projects. Would also be great to add the completed or archived filter feature where you can get a graph of your different job types for that month or year. for example, i run a production company and we have many different job types and would like to see graph of how many jobs ive done based off the event type. if this is already a thing let me know!

I am a home stager and every single day I send proposals and emails to both the homeowner and the realtor quoting them on a project.  And every single day I get the question of “did you send this to my seller?”.  It is super annoying that we do not have the option to allow the user on the other end to see everyone whom got the same correspondence.   I can not be the only one using HoneyBook that this is happening to.   Please please please allow us the ability to choose if the email recipients can see who has been copied on the emails. 

I have searched the knowledge base and cannot find the answer to this.  We now have the integrated SMS text feature within our honeybook project portal but I am unable to add the SMS Consent checkbox to the phone number smart field area on my initial contact inquiry form. What am I Missing?Help!