The HoneyBook Pipeline offers a bird's eye view of where all your Projects currently stand, and your full Pipeline is also available via your iOS or Android app. Your HoneyBook Projects will automatically move stages when certain actions are taken by you or your client, but you can also manually move a Project’s stage.
When you first open the iOS or Android app, it will take you right to your Project Pipeline.
Project Pipeline actions
View all open Projects by tapping the Active Projects box of your Pipeline
View Projects in a particular stage by tapping the box for that stage
You can scroll through additional stages by tapping and dragging the Pipeline to the left.
Tap to open an existing Project
Actions within a Project
Send supported files
View or edit Project details
View or edit client details
Add more participants to the Project
Review the Activity Feed in the Activity tab
Review previously sent or drafted files in the Files tab
Share a Session Link so your clients can easily book time with you
Manually update a Project’s stage by tapping the 3-dot icon in the top right corner of the screen, then selecting Change Pipeline Stage
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!