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Clients should be able to update/change their cc on file for recurring payments WITHOUT us manually stopping the recurring invoice. Currently, it appears this is the process for a client to change their card info: Stop the recurring invoice from your project workspace Have your client remove their old payment method from their account Resume the recurring invoice that you stopped Your client can then add their new card This is a terrible client experience.   Please fix this and allow clients to handle the task of changing their card info by logging in once without my involvement. 

I joined HoneyBook in December and no longer see an option to create projects—I was told projects are now created via leads. If that’s the case, how are you handling returning clients who don’t submit an inquiry/lead form? I've attached my platform view for reference. Also, have email templates been moved to a different location (mine are under Company Preferences)?Trying to understand if this is a recent platform change or something specific to my account. Thanks!

Beyond frustrated that I now have to use automations 2.0 and there is no migration from the origional. I have multiple long automations with up to 40 steps in the old system and found out today i can no longer use any of them in new projects. Rebuilding these is a huge project to unexpectedly have to rebuild while managing client work.and if I wanted to save time "hb pros" prices have tripled from 2 years ago. Worse yet, I have a new inquiries today and have no workflow to drop them into. Through reading thcommunity forums, it looks like alot of guide and files dont translate either. If I have to rebuild contracts and client guide and automations, im looking at weeks of work as a one man team right as my year is getting busy again.  This is devastating for my business operations, my client expirience, and my time. Ive praised honeybook for years but this is a huge L and im extremely disappointed.

Hi everyone — I’m new to Honeybook and trying to create/access email templates in HoneyBook, but they’re not appearing where HoneyBook help docs or YouTube tutorials suggest.I’ve checked Templates, Create New, and inside projects under Messages/Activity, but still can’t find them. I have attached what I am seeing (My View) along with a screenshot from Youtube. Has this feature been moved or renamed? Would love to know the current path to create email templates. Thanks!

I would really like to send out a brochure within both an email and have a link to access it on my site, but I don't see a way to get a link that is sharable without me sharing the template with another HB user. Help please! I was able to just get a direct link to send to clients without needing to start a “new project” but is seems as though that function is gone. 

Hi HoneyBook Community,We’re migrating from an Excel + Make.com workflow (acting as a basic CRM) to HoneyBook as we grow. Today, our process lets us enter a unique price per customer for the same service (a “Trade Report”), then press a button to automatically generate and send the proposal + invoice.In HoneyBook, it seems like services assume standard pricing, or we have to manually edit the price each time. Our payments are split into 3 installments (deposit, 2nd payment, final payment), and each amount varies per customer.Question: Is there a way in HoneyBook to store customer/project-specific pricing (deposit/2nd/final) and use automations to generate the proposal and invoices from templates using those amounts automatically (without manual edits each time)?If you’ve solved this with service blocks, smart fields, or an integration, I’d love to hear what worked. Thank

Hello,We would request that Timezones be locked in at the Timezone set by the user.It is extremely confusing and annoying to have the local timezone where the user is logged in whilst traveling - it makes client communication very difficult and uncertain.We are a physical venue - and always operates on EST. As we, the operators travel, the timezone displayed for client meetings keeps automatically switching to where we’re located. We request a feature that allows us to just keep EST (which we’ve already selected as our preferred timezone), that would be very helpful. 

I am experiencing a problem with Scheduling in Honeybook. When I arrange an appointment with a client for, say, 10:00am ….. then I enter the appointment in the Calendar for 10:00am ….. and my timezone is set correctly to CST ….. the client gets notified that the appointment is at 9:00am. Is this a know bug? How can I fix it?Kevin

Tech savvy gal here, but I am at a loss and I suppose this is not a feature (yet?) Seems simple but it appears I can’t do this function: select multiple photos from my image library to delete at once. Currently, I have 500+ images in my library, (as a floral designer over the years, it adds up and I am trying to clean this out because it runs super slow with that many in there and yes, we have HIGH speed internet, brand new macbook- but the library takes a very long time to load and it’s because I have way too many photos in there). But I can only delete one at a time *ugh*, and that is not going to happen LOL! Am I missing something here? Thank you!

I had a thought that it would be extremely useful if a automation trigger could be added specifically for when a file expires. This would allow for more opportunities such as keeping up with files that expire triggering a task reminder to give me notice so that I can reach out to a client the same day it expires. 

I’m loving the new automation builder but have run into a snag. In the previous builder, I had “wait until 3 days before session type X” to send out a certain email. I’m not seeing before as an option anymore - only a wait until things are completed or wait a certain number of days. Anyone found a work around to that yet?

Hey yall! So today I archived all of my completed projects for 2025 so my pipeline would be clear and reset for 2026. But now my calendar is not showing those projects in 2025. I still need to be able to see when clients booked in 2025 as they are repeat and typically book the same dates. Honeybook says they clear your calendar once a project is archived. And the only way to get it back on your calendar is to unarchive each project individually to Completed and click do not track. That seems unreasonable to me. Why would anyone want their previous year calendar wiped. And how do you keep your calendar AND a clean/current pipeline? They said Honeybook is designed this way. And no one else has brought this issue forward. I didn't see that explained anywhere. And how can this accurately track stats then? If you know a better way please please let me know. This is enough to make me leave HB to be honest. They said to post here because no one has brought this issue up before.  That seems

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?   

So once a lead form is fired off, there is an automatic “thank you” note from honeybook that populates and says the form was successuflly submitted… but the web page that is supposed to load (which triggers a conversion ad metric) only loads if someone clicks "done".Is there a way to either make the webpage auto load without clicking done, or put my conversion code in the auto-thank you? Or what’s the workaround?

I’m submitting a feature request that I believe would greatly improve transparency and protection for business owners using the platform.I recently had a situation where a client viewed an earlier version of an invoice but did not acknowledge or sign it, despite opening the email. After the invoice was later updated (the only change was a start time), the client claimed the invoice had been “recently updated,” and there was no clear way for me to verify or show what was viewed, when it was viewed, or which version was accessed.It would be incredibly helpful to have a more detailed internal activity history on the business owner’s side that shows:• Which versions of an invoice were viewed• Who viewed them and when• What changes were made between versions (for example, Version 2 vs Version 3)• Visibility into views of older versions, even after updates were madeThis level of version tracking wouldn’t necessarily need to be client-facing, bu

I would like to request a way that we can provide discounts on certain services but not all on a proposal. I have listed on my proposal a line item (service) for security deposit, travel costs, etc. Currently, if I provide a discount to a customer, the discount is taken from the entire invoice. I am suggesting a way that we can remove certain services from receiving a discount. 

Hello, I bill hourly for most of my services. I have logged time in a project that I need to invoice for. I specifically need to invoice this time in a private team workspace. I have an invoice template set up that I would like to use for this. How do I help HoneyBook understand the time that I’m billing for is associated with the project? This is largely an issue for financial management (making sure me and my team are billing for and receiving the correct $ for the hours we’ve spent on our projects). It would also be helpful to know what time has/hasn’t been billed for the project (ie. when running the time tracker report, or invoicing for billable time). Best, Madison

As a Canadian I am required to charge taxes based on the province in which they reside. I would like to request a way of having the client indicate what province they are in and what taxes should be applied. Or that there can choose the tax rate on the invoice. It has been shared with the team, but it was suggested that I add it here to get others to also promote this.

Dear HoneyBook Team,I don’t usually share feedback publicly, but after months of “improvements” that have only slowed my business down, I feel I need to. When I contact support, I’m told “we’ll pass this along to our team,” but nothing seems to change. So I’m writing here in hopes of being heard.Task Management PageThe recent changes have been a major setback. Previously, my team could view all tasks on the Task Management page, regardless of who they were assigned to. Now, they can only see tasks assigned to themselves individually. This has disrupted our entire workflow, which is not set up around individual task ownership.Instead of having a clear view of all client tasks in o

I’m having frustrations with the new 2.0 automations. We have a very simple auto-workflow in the 1.0. I’m trying to convert that to 2.0.  We use time triggers. For example, I have a “9 month check in”  before project date and “6 months checkin” before project date that is triggered when a client is 9 or 6 months away from their date. And “thank yous” sent after project is complete. Now it seems to do that I have to create mulitple automations just to have a time trigger.  Any suggestions?

I don’t understand HoneyBook’s growing obsession with putting an AI feature on everything. Originally, you could toggle these options off. Now, you can’t. You’re stuck with an AI block hovering above every email you type, whether you use it or not. I HATE these AI features. They do nothing for me - and nothing for you except make you sound like a generic ChatGPT bot. If I received one of these fake emails as a client I would move on so fast. Clicking on one of them by accident pisses me off every time, then I have to delete its stupid generated email and start all over on what I was doing.I’m SO incredibly disappointed that there is NO WAY to get away from all this useless AI! I will never ever ever use these AI features and should be able to turn them OFF.  This is on TOP of the endless (and I really do mean endless) glitches that come up when using the platform after their major update earlier this year. (

Has anyone had this happen. Client filled out a lead form on their phone, never hit the send button at the very end of the form. She thought she had schedule the appointment. Online the last button says “submit” but when they use their cell phone it's just a little arrow very easy to miss. This did not go well and could not be saved. Does anybody have a fix that you know of?

I have been a member for a bit now I think since 2022, and in the last few years there has been many updates. Some are great and some seem to make things harder.  I remember I used to easily be able to edit one of my templates within my library on my mobile device without connecting it to a project. I am a person who is often away from a laptop so this is one of the man in reasons I enjoyed Honeybook in the beginning.  I would like to edit a template within my library so that it would updated for the next inquiry and I won’t have to remember to get on a desktop to edit the template. Currently when I go to a search engine on my mobile device to edit a template not connected to a project, it says to go to the app. However when I go to the app, I must connect the template to a project before I can edit it.  This may be a user error but I haven’t been able to figure out how to just edit a template, while using my mobile device, without

I feel like I need someone to talk me off a ledge here as I’ve been grappling with something for several days.I’m launching a group 8-week coaching program in January and I finally got that set up for payment although I’m not thrilled with the flow: webpage → lead form → automation kicks in and sends invoice. The lead form wouldn’t allow me to add the invoice, so I had to put it into an automation (maybe because I can’t figure out how to put the scheduler in for a group class on one specific date).  I’ll handle the class session notifications via automations.HERE’S WHERE I’M HAVING AN ISSUE… I want the sessions available a la carte and really need them to go immediately from my webpage to the session selection/invoice.Is there a way to do this easily?Have I gotten so bogged down in the semantics that I’m missing an easy solution?If you want to see the webpage that will trigger all of this, here it is (the

Hey HB Community!I am a family photographer and my typical package is a single session – pay % immediately and remaining balance 10 days prior to the session. But I also sell a lot of session packages by simply offering them in the proposal….maternity+newborn, maternity+newborn+1year. The trouble is, these packages with more sessions need a different payment plan. Clients booking last minute end up getting asked to pay the full balance for 3+ sessions up front, and that turns them off. Any suggestions?Thanks!