The pipeline is a tool that helps you view and organize your client projects. Customize your pipeline by adding, renaming, and moving stages to reflect your business process.
📣 Note
Only account owners and super admins can customize a company's pipeline. Any changes made to the pipeline will take effect company-wide. This means you should consider:
If other team members are added to the company, the pipeline changes will take effect for them
If you have other companies in HoneyBook, the pipelines for those companies will not be impacted
Add a pipeline stage
📚 Tip
Currently you can add up to 20 custom pipeline stages.
From your HoneyBook home page, click the Projects tab
Click the Customize button above your pipeline
Click + Add stage
Enter the stage name
Hover over the stage > click the 6 dot icon > drag and drop to move the stage's place in your pipeline
When you’re finished making changes, click Save
Rename a stage
From your HoneyBook home page, click the Projects tab
Click the Customize button above your pipeline
Hover over the name of the stage you’d like to change > type in the new name
When you’re finished making changes, click Save
Reorder stages
From your HoneyBook home page, click the Projects tab
Click the Customize button above your pipeline
Hover over the stage you’d like to move > click the 6 dot icon and drag and drop the stage to the new place in your pipeline
When you’re finished making changes, click Save
Delete a stage
📣 Note
Deleting a pipeline stage will cause any projects in the stage to move to the previous stage
If a stage is tied to a pipeline automation, deleting the stage will also disable the associated pipeline automation
If a stage is tied to an automation action, deleting the stage will skip the step in the automation in all associated projects
From your HoneyBook home page, click the Projects tab
Click the Customize button above your pipeline
Hover over the stage you’d like to delete > click the trash can icon > Delete Stage to confirm
When you’re finished making changes, click Save
Manage pipeline automations
📚 Tip
When you set up pipeline automations, you can choose the pipeline stages that projects will move to when you or your client take specific actions (an "event"). This saves you the manual work of tracking each and every project.
From your HoneyBook home page, click the Projects tab
Click the Customize button above your pipeline
Click Manage pipeline automations to open the drop-down
From the pipeline automations editor, you can:
Toggle each pipeline automation ON or OFF
From the drop-downs, select the pipeline stage that each event will cause projects to automatically move to
When you’re finished making changes, click Save
Pipeline automation | Event | Suggested stage |
New projects | Lead/contact form submission or manual project entry created | Inquiry, or whatever stage comes first in your pipeline |
First email sent | When the first email follow-up is sent | Follow-up, or whatever stage reflects first communication |
Invoice/contract sent |
When the first invoice and/or contract is sent | Proposal sent, or whatever stage reflects a booking file sent but not yet signed/paid |
Contract signed | When the contract is signed | Proposal signed, or whatever stage reflects this stage of the contract |
First payment received | When a client makes their first payment or it's marked as paid | Planning, or whatever stage reflects this point in the payment schedule |
Second payment received | When a client makes their second payment or it's marked as paid | Planning, or whatever stage reflects this point in the payment schedule |
Still have questions? Feel free to send us a message by clicking the Question Mark icon on any HoneyBook page. Our team is always happy to help!