HoneyBook Release Notes

We just rolled out a set of updates built around what our members have been asking for. Whether you’re wrapping up a project, meeting a client in person, or getting ready for tax season, these improvements are designed to reduce friction and give you more control over how you run your business.

From instant deposits landing in Canada to Tap to Pay expanding to Android, here’s what’s new.

Instant deposits for Canadian members

Canadian members can now access instant deposits — the same fast, reliable tool already available to members in the U.S.

If cash flow is a priority, instant deposits let you get your money when you need it, without waiting on standard transfer timelines. Same experience, same costs, now available to you.

Tap to Pay, now on Android

Tap to Pay is now available on Android devices, so more members can accept payments directly from a client’s phone, card, or smartwatch — right from HoneyBook.

Whether you’re finishing a shoot, wrapping up a session, or meeting a client on the go, you can collect payment on the spot without a separate terminal or sending anything to their inbox. Just a quick tap and you’re done.

Customize your tip reminder email

You can now edit everything in the post-project tip reminder email — the one that goes out after a project wraps, all payments are made, and no tip has been left yet.

This means you can make the message sound like you, which makes it easier to send and easier for clients to respond to. It’s a small change that removes one of the biggest blockers to following up.

“Last Year” filter in Tax Hub

Tax Hub now includes a “Last Year” quick filter, so you can pull up all of your prior-year income in one click — no manual date ranges required.

If you’re getting ready to file or putting together a summary for your accountant, this gets you to the right numbers faster. One click, clean data, done.

These updates are live now

All of these features are available now and ready to use. Whether you’re expanding how you collect payments, following up with clients more naturally, or getting a head start on your finances, these updates are built to work the way you do.

Log in to HoneyBook to start using them today.

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We’ve rolled out a set of updates designed to make your business feel more professional, more flexible, and more yours. These improvements span how you accept payments in person, how you present your work to clients, and how you organize your projects behind the scenes.

From charging clients on the spot to building cleaner Smart Files and keeping your pipeline organized, here’s what’s new.

Accept payments in person with Tap to Pay

You can now accept payments directly from a client’s phone, card, or smartwatch without ever leaving HoneyBook.

Whether you’re finishing a shoot, wrapping up a venue tour, or meeting a client at a trade show, Tap to Pay lets you charge on the spot. No separate payment terminal, no sending a file to their inbox. Just a quick tap and you’re done.

This is especially useful for those in-person moments when the energy is right and you want to lock in a deposit or close out a session before the client walks out the door.

Add service charges to invoices

You can now add percentage-based service charges directly to Smart Invoices and include them in your tax calculations.

For members who are legally required to charge service fees, this closes a real gap. Service charges are now treated as a first-class line item, with tax applied automatically so your invoices stay compliant and your totals are accurate.

It also means clients see a clear, itemized breakdown of every charge, which means fewer questions, fewer disputes, and more confidence in the numbers.

Add a timeline block to your Smart Files

You can now add a clean, chronological schedule to any Smart File without building it manually from tables, bullet points, or heading stacks.

The Timeline Block is a purpose-built content block for things like event agendas, project milestones, workshop schedules, or day-of timelines. It replaces all the manual formatting workarounds with a structured, client-friendly layout that looks polished out of the box.

Add items, reorder them as plans change, or duplicate the whole block for your next event. Exactly the kind of thing that used to take longer than it should.

Save custom views in your projects

You can now save and name custom filtered views of your projects so you can return to the leads and clients that matter most without rebuilding your filters every time.

If you have a recurring workflow like checking on warm leads, reviewing open proposals, or following up on a specific project type, you can set it up once and come back to it with one click.

Custom views in projects now match what we already offer in Contacts, making the experience more consistent across the board and giving you a reliable home base for any ongoing workflow.

New features are rolled out in batches to ensure steady deployment and might not be instantly accessible. Please contact our support team if you have any questions.

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Say goodbye to generic portals and client chaos—and hello to a seamless, branded client experience

When you run a services business, client experience isn’t just important—it’s everything. Every touchpoint matters: how you communicate, how clients access information, and how they pay you. A seamless, thoughtful experience drives satisfaction, and it’s imperative that you not only deliver this, but deliver this consistently for every single client.

We launched the original client portal with exactly this in mind. Your clients needed a centralized hub where they could find every project, file, task, and communication in one place, creating that seamless start-to-finish experience.

We’ve been listening to your feedback that the portal needed to go beyond being just a hub—it needed to be an extension of your brand and adapt to how you work with each unique client.

That’s why we’re excited to introduce our updated client portal, our latest investment in helping you create trust with your clients.

Here’s what’s new in client portal

• Customize everything from fonts and colors to header images, no more generic portals
• Key details, up front
• Ability to assign tasks to clients
• Everything your client needs, in one place
• Turn portal features on or off based on your project needs

Let’s dive into more of what you can expect from the updated client portal in HoneyBook.

A client portal, that’s perfectly you

Your brand deserves better than a generic client experience. With the client portal’s brand new customization options, you can align every element—fonts, colors, images, and buttons—with your brand identity. The result? A professional, cohesive experience that builds trust and reinforces your business at every interaction.

Key details, up front

Our refreshed interface puts the most important details exactly where your clients need them. Project milestones, dates, bookmarks, client facing tasks, files, locations, and key information are now prominently displayed on the overview page—no more hunting through email threads. Your clients stay informed, and you stay stress-free.

Keep your clients and project on track with client facing tasks

Nothing’s worse than a project that stalls because of unclear expectations or missed deadlines. As an independent service provider, you’ve probably experienced the frustration of waiting on client feedback, approvals, or materials—sometimes for weeks.

The new task management feature in client portal 2.0 changes all that. You can now create and assign specific tasks to clients with clear deadlines, turning vague project phases into actionable steps. Clients see exactly what’s expected of them and when, while you maintain momentum and keep projects moving forward.

Add relevant links with bookmarks

We’re so excited to announce that bookmarks are now available in the revamped client portal. This feature enables you to add relevant links to anything from proposals and deliverables, all the way to Pinterest boards, Canva designs and any relevant link to the project so everything is available for easy viewing.

Use a client portal where it makes sense

Sometimes your workflow or projects call for a client portal, and sometimes they don’t. We know that your business needs are highly specific and change from project to project. That’s why we’re excited to announce that the updated client portal now gives you the ability to enable or disable it as needed.

Client portals are ideal when you’re juggling multiple clients, managing high volumes of client communications, sharing a large amount of files, or needing a cohesive brand experience across all touchpoints.

Now, you can use client portals when it makes sense for your workflow and clients.

Ready to elevate your client experience?

The new client portal represents more than just an upgrade, it’s a complete reimagining of how you can deliver exceptional client experiences while maintaining the flexibility your business demands.

Whether you’re looking to strengthen your brand presence, streamline client communication, or keep projects on track with clear accountability, these new features put you in complete control.

The best client relationships are built on trust, clarity, and consistent communication. With the new client portal, you have everything you need to deliver that professional, branded experience your clients expect while making your own workflow more efficient and manageable.

Ready to transform how you work with clients? The updated client portal is available now in your HoneyBook account. Start creating more meaningful client relationships today; your business (and your clients) will thank you.

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Track your finances, close more leads, and communicate faster with this month’s updates

This month is all about financial clarity and smarter client communication. We’ve rolled out tools that give you a clear picture of your business finances, automate tedious tasks, and help you stay connected with leads and clients—all so you can spend less time on admin and more time doing what you love.

Cashflow

Your financial overview just got a major upgrade. The new Cashflow view brings your payments and expenses together in one place, giving you a clear snapshot of your net income over time. It updates automatically, so you can track performance and make informed financial decisions. Think of it as your business’s financial pulse—always current, always clear.

Import expenses from bank account

Say goodbye to manual entry. You can now link your business bank account and import business spending directly into HoneyBook expenses. HoneyBook expenses also directly syncs into Cashflow—making keeping your books up to date faster and easier, with less room for error and more time for the work that actually grows your business.

Project profit

Know exactly how much you’re making on every project. The new profit graph displays your payments and expenses side by side for each project, so you can see net earnings at a glance. Whether you’re evaluating which services are most profitable or planning your pricing strategy, this view gives you the clarity you need to make smarter business decisions.

Email drafts

HoneyBook’s email drafts just got even better. They automatically generate personalized email responses based on your tone, industry, and project context—no prompting needed. Now with one-click tone adjustments, flexible length options, and enhanced personalization, you can communicate like yourself in a fraction of the time.

Referral suggestions

Referrals are one of the most powerful ways to grow your business, but asking can feel awkward. The new referral suggestions feature takes the guesswork out of the process with a pre-written email and editable referral link. It’s easy for you to request, simple for clients to share, and fully trackable from lead to booked, so your happy clients can help fuel your business growth.

Follow up suggestions for unresponsive leads

Catch warm leads before they go cold, without having to remember who you need to circle back with or what to say. HoneyBook AI now flags recently contacted leads who haven’t replied, and provides a ready-to-send follow-up email to help you re-engage. It’s like having a virtual assistant who never forgets to follow up.

Want to get started and try out these new features? Log in to your HoneyBook account to get started.

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Use tags as automation conditions

Tags are now more than just organizing tools—they’re part of your automation logic. Use them to pause flows until a tag is applied, branch projects down ‘Yes/No’ paths, and filter triggers for more precise control. This means your automations can now adapt more precisely to how you work, not the other way around.

For example, you can create an automation that sends luxury wedding clients a premium welcome sequence by adding a “Wait until luxury tag is added” condition, ensuring only the right clients receive the elevated experience.

Archive as an action

Keep your pipeline clean with automated archiving that works behind the scenes. You can set rules and conditions that archive projects without manual effort, while adding a required reason to ensure proper documentation. Now you can maintain an accurate pipeline with less time spent on busywork, letting you focus on active projects that deserve your attention.

Automations on your home page

Meet your new automation command center. Your automations are now front and center on your HoneyBook homepage. You can view pending approvals at a glance, track recent automation runs, and get prompted to explore the latest automation features giving you instant visibility into what needs attention and what’s working well.

Create templates directly in the builder

Create new email or file templates inside the automation builder and use them immediately. This helps you build faster without switching tabs or losing momentum. When inspiration strikes or you spot a gap in your communication sequence, you can build the template right there and keep moving forward with your automation setup.

Task reminders through email

Tasks created in an automation now send reminder emails on their due dates, just like manual tasks. You’ll never miss an important step, and your team can stay aligned without extra check-ins. This ensures automated workflows maintain the same reliability as your manual processes, so nothing falls through the cracks as your business scales.

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Work smarter, create better client experiences, and simplify project management all with our new features—available now!

Let AI create your dream automations in minutes

Say goodbye to complex automations builds. Our new AI automations builder lets you create complete workflows using a simple prompt. Just describe what you want your automation to do, and it will build the entire workflow for you—all you need to do is review, edit if needed, and activate. This means you can reclaim hours of setup time and focus on the work you actually love doing.

For example, you can say “create an automation after a lead signs a contract to send a next steps email,” and with the click of a button you can build the entire automation from end-to-end.

Your own personal follow-up assistant

HoneyBook AI now automatically identifies leads you haven’t heard from in a while and drafts email replies to help you reconnect. You can access these AI-generated follow-up suggestions from your Contacts page using the new “Follow-up suggestions” filter—making it easier than ever to nurture relationships that might otherwise slip through the cracks.

Know exactly what you need

Your mornings just got more productive with AI-powered priority lists. Every day at 8am, HoneyBook’s AI chat delivers a personalized list highlighting your most important follow-ups, tasks, and meetings. Think of it as your daily game plan, ensuring nothing important gets overlooked as you navigate your busy schedule.

Business insights—automatically delivered

Understanding your business performance is now effortless with our AI-powered automated business snapshots. Every two weeks, you’ll receive personalized reports showing key shifts in your revenue, leads, and bookings. These insights don’t just show you the numbers—they include actionable tips specific to your business, helping you identify opportunities and understand what’s driving your success.

Customize your client portal

The client portal just got a major visual upgrade, giving you more control over how your brand appears to clients. You can now customize fonts, colors, and images to create a polished, cohesive experience that brings everything your clients need into one organized space. Access these customization options from your Settings to start creating a portal that truly reflects your brand.

A redesigned Contacts page

We’ve redesigned the Contacts page with the intention to help you find and engage with the right people faster. The new design features a cleaner layout, drag-and-drop column customization, improved filtering options, and bulk selection tools. Spend less time scrolling and more time connecting with your leads.

Default projects to free status

Project setup is now more efficient with enhanced default settings. You can set all new projects to automatically default to “Free” status, giving you better control over your scheduling availability and eliminating the need for manual status adjustments on every project. You can easily set this up in your Company preferences.

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Use meeting notetaker in person, duplicate smart files across projects, AI-powered workflows, and much more

Work faster and stay organized with AI

AI actions

AI actions integrate essential HoneyBook AI capabilities directly into your pipeline and project workspaces. Access email drafts, project insights, and recommended action items with a few clicks, delivering targeted assistance exactly when you need it most.

HoneyBook AI chat threads and history

Organize your HoneyBook AI conversations with dedicated threads for each discussion. Easily return to previous chats or begin new ones, helping you maintain focus and keep every conversation distinct and accessible.

Use meeting notetaker wherever you are

Meeting notetaker for in-person meetings

Capture in-person conversations with the HoneyBook mobile app’s new notetaker feature. Simply enable recording for an IRL meeting, and the tool will automatically generate notes once your conversation ends. From client presentations to a casual coffee, just tap record to start taking notes automatically. Head to your AI preferences settings to turn it on today!

Easier smart file creation

Duplicate smart files across projects

As one of our most requested features, we’re so excited to announce that smart file creation is now simpler than ever. Duplicate smart files within the same project or copy them to other projects with ease.

Email personalization made simple

Add smart fields to subject lines

Smart fields can now be added to email subject lines to automatically populate client and project details. Include them in your email templates for additional time savings.

Finding and organizing projects

Include archived date and associated information in project activity

Project activity feeds now display archived dates for clearer project history tracking. You’ll see exactly when projects were archived and who performed the action.

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From HoneyBook Awards hackathon to launch: New features built for our community

ICYMI—last month we hosted the HoneyBook Awards winners at our San Francisco headquarters. During their visit, they collaborated with our engineering, product, and design teams in a two-day hackathon to build their most requested features.

We’re excited to announce that all of those 17 features are now live in HoneyBook! From automation triggers and streamlined workflows to enhanced email functionality, these winner-driven updates are designed to make your business management even more efficient.

Now let’s take a closer look at some of our favorites from the Hackathon.

Tag it, automate it

Trigger automations based on tags

Now you can use tags to trigger automations automatically. Tag a client as “ghosted” and watch a follow-up sequence kick in. Mark someone as “summer wedding” and let a seasonal workflow take over. Whatever tags you use, you’re now able to build automations around them to create personalized client experiences that run on autopilot.

This update is available only on Automations 2.0, our new automations builder. Haven’t switched to Automations 2.0 yet? Request to switch with our Support team: click the question mark icon “?” on any page and chat in “Talk to a person.”

Easily drill down your data

Filter reports by project type and tags

Filter your reports by project type and tag to spot your best-performing projects or services quickly. No spreadsheets or manual calculations needed.

Smart files made easier

Receive an email when clients approve changes in smart files

Get notified instantly via email when clients approve changes to your smart files. No more wondering if they saw your updates or manually checking for responses.

Open files in a new tab

Keep your workflow flowing by opening smart files in new tabs or windows right from your project workspace. No more losing your place or juggling between screens.

“Copy link” added to main dropdown menu in smart files

Sharing smart files just got faster—find the new “Copy link” option in the three-dot menu, grab the link you need, and share!

Show date when file was submitted

See exactly when clients submitted their files with new submission timestamps. Now you can track when questionnaires and documents were actually completed without any guesswork.

Scheduling made simple

See when a client inquiry conflicts with an existing project date

Avoid double bookings with a new notification. When a lead inquires about a date that conflicts with an existing project, the email notification you get about the new inquiry will include a heads up.

Edit subject lines for session email reminders

Switch up those generic “Your upcoming session” subject lines to something that fits your brand. Now you can edit session reminder subject lines from the scheduler to match your voice and connect better with your clients.

Creating a better client experience

“Add to calendar” link in confirmation emails

Session confirmation emails now include an “Add to calendar” link automatically. Your clients can save their appointment right away, which means fewer no-shows for you.

Links open in a new tab from the client portal

Links in your client portal now open in new tabs, so clients can check out additional content without losing their spot. No more navigating back and forth.

Keep your projects on track

Customize default project names

Set up default project naming that matches how you work. Choose from options like [event date] project or [client name] event under your Preferences.

Clean up your templates

Delete default templates

Delete those default HoneyBook templates you never use. Keep only what fits your business and makes your template library actually useful.

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