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Using Floor Plans in HoneyBook

Create, design, and share spatial layouts with your clients, all inside HoneyBook.

About Floor Plans

Floor Plans is a native 2D floor plan builder built directly into HoneyBook. You can create, design, and share spatial layouts with clients from within a project, no external tools needed.

Every floor plan lives inside a project. You access them through the Floor plans tab in a project Clients can view shared floor plans through their client portal or via a direct public link.


Who Has Access

Floor Plans is currently rolling out to venues and event planners with specific membership plans. If you don't see the Floor plans tab yet, you'll be included as the rollout expands.

Plan

Access

Essentials and above

Full access to create, edit, publish, and share Floor Plans. Included in your plan.

Starter

The Floor Plans tab is visible, but creating and editing is disabled. An upgrade prompt will appear.


How to create a Floor Plan

To create a floor plan, open a project and select the Floor plans tab. There are two ways to create a Floor plan:

  • Start from blank — Opens the editor on an empty canvas.

  • Start from a template — Choose an existing floor plan template to use as a starting point. Any changes you make won't affect the original template.

New floor plans start in Draft status until they are published.

Creating a Floor plan template

Floor plan templates let you save a layout once and reuse it across multiple projects. To create one:

  1. Go to Templates in the left navigation

  2. Select the Floor plan templates tab

  3. Click + New template

  4. Choose Start from blank or edit an existing template

  5. Click Save & close once finished

Your template will then be available to select the next time you create a floor plan.

📝 Note

Floor Plans can only be created and edited on desktop. On the mobile app, you can view, publish and share existing floor plans, but not create or edit them. If you open HoneyBook from a mobile browser, you'll be prompted to continue on desktop.


Building in the Editor

Editor Layout

Area

What it contains

Header

Floor plan name (editable), project name, save status, Actions menu, Preview button, Save/Publish button

Left sidebar

Search elements box, Elements and Saved tabs, element categories, Set scale button at the bottom

Canvas

The drawing surface with grid

Properties panel (right)

Name, dimensions, color, and position for a selected element

Toolbar (above canvas)

Undo, Redo, Zoom In/Out, Fit to Screen, zoom percentage

Key Editor Behaviors

  • Save: Click Save in the editor header to save your work. The Save button is disabled when there are no unsaved changes. A confirmation appears when saved. If you try to leave with unsaved changes, you'll be prompted to save first or exit without saving.

  • Undo and Redo: Available in the toolbar above the canvas.

  • Delete an item: Use the delete key on your keyboard

  • Keyboard shortcuts: ⌘C (copy), ⌘X (cut), ⌘V (paste)

  • Company Info block: Auto-fills with your company name, address, phone, email, and website from your HoneyBook account settings. You can edit it after placing it.

  • Search: Use the "Search elements..." box in the left sidebar to find any element by name.


Preview Mode

Preview mode shows you exactly what your client will see — the floor plan without the editor interface. The left sidebar and Properties panel are hidden, and elements can't be moved.

A blue banner reading "You're in client preview mode" appears at the top, with an Exit preview button. Preview shows the current version of your floor plan, not the last published version.


Publishing and Sharing

Understanding the Three Statuses

Status

What it means

Draft

Created but not published. Only you can see it. Cannot be shared or attached to an email.

Published

Anyone with the link can view it, and it appears in the client portal, but your client has not been notified yet.

Sent

Published, and the link has been actively shared with your client via the Share modal.

⚠️ Important

Publishing and sharing are two separate steps. Publishing makes the floor plan viewable, but your client won't know it exists until you actively share the link with them. A floor plan can be Published without ever being Sent.

How to publish and share

Step 1: Publish

Click Publish in the editor header or from the card's three-dot menu. A confirmation will appear:

"Publish to workspace — Your client will be able to see it in the client portal. They will not be notified but you can share it with them after."

After confirming, the floor plan status changes from Draft to Published. It's now live in the client portal, but your client has no notification yet.

Step 2: Share

Open the Share modal from the card or editor. You have two sharing options:

  • Email: Uses the standard HoneyBook email composer. The floor plan link is included in the email body. You can select recipients, add a subject and message, and use email templates.

  • Copy link: Copies a public URL that anyone can open with no HoneyBook account required.

Once shared via email, the floor plan status updates to Sent.

Attaching a Floor Plan to a Project Email

You can also attach a floor plan directly from the email composer's Attach dropdown. Floor plans appear in their own "HoneyBook floor plans" section, separate from contracts and other files. Only Published or Sent floor plans can be attached — Drafts are not available.

Once sent, the email appears in the project's Activity tab with the floor plan shown as an attachment.

Editing After Sharing

You can continue editing a floor plan after it has been published or shared. Changes don't update the client view automatically. You need to explicitly push the update. Two options are available when you're ready:

  • Update & close: Saves and pushes the update, then closes the editor.

  • Silent update: Pushes the update without closing the editor.

Both options include the ability to email your client a notification when the update is pushed.


Exporting Your Floor Plan

Format

How to access

PDF

Card three-dot menu (Download PDF) or editor Actions menu — available in both edit and preview modes

PDF via email

Included when sharing via the Share modal

📝 Note

JPEG, SVG, and AutoCAD (DWG) formats are not available. PNG export is planned but not yet available.


What Your Client Sees

Clients can access a shared floor plan in two ways:

  • Client portal: After publishing, the floor plan appears in a dedicated Floor plans section in the client's portal. Each card shows the floor plan name, space name, thumbnail, date saved, and a View floor plan button.

  • Direct link: The public URL can be opened by anyone — no HoneyBook account needed.

Clients see a read-only view of the floor plan including the canvas, the floor plan name, and the publishing date. They cannot:

  • Edit, annotate, or comment on the floor plan

  • Access the editor interface (no sidebar, toolbar, or Properties panel)

  • Download the floor plan as a PDF from their view


Using Floor Plans on Mobile

Mobile App

On the HoneyBook mobile app, you can view existing floor plans and tap Publish, but creating and editing is only available on desktop.

If you open a floor plan in the app, a banner will appear: "Editing isn't available on mobile. To make changes, open this floor plan on your desktop."

If you try to create a new floor plan from the app, a prompt will direct you to desktop: "Create floor plans on desktop. Once they're ready, you can view and share them from here."

Mobile Web

If you access HoneyBook from a mobile browser, you'll see a prompt to continue on desktop. This is HoneyBook's standard mobile web experience.