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How to customize your pipeline
How to customize your pipeline

How to adjust your pipeline to reflect your own business process

Updated over 4 months ago

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.

Any changes that you make to your 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.

  1. From your HoneyBook home page, click the Projects tab

  2. Click the Customize button above your pipeline

  3. Click + Add stage

  4. Enter the stage name

  5. Hover over the stage > click the 6 dot icon > drag and drop to move the stage's place in your pipeline

  6. When you’re finished making changes, click Save


Rename a stage

  1. From your HoneyBook home page, click the Projects tab

  2. Click the Customize button above your pipeline

  3. Hover over the name of the stage you’d like to change > type in the new name

  4. When you’re finished making changes, click Save


Reorder stages

  1. From your HoneyBook home page, click the Projects tab

  2. Click the Customize button above your pipeline

  3. 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

  4. 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

  1. From your HoneyBook home page, click the Projects tab

  2. Click the Customize button above your pipeline

  3. Hover over the stage you’d like to delete > click the trash can icon > Delete Stage to confirm

  4. 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.

  1. From your HoneyBook home page, click the Projects tab

  2. Click the Customize button above your pipeline

  3. Click Manage pipeline automations to open the drop-down

  4. 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

  5. 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!

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