October HoneyBook release notes

What's new at HoneyBook for October 2022

Updated over a week ago

More calendar integrations

You now have the ability to sync your Outlook or iCal calendar to your HoneyBook account, making sure that you never miss a meeting or add another manual step to your clientflow.

Syncing your calendar means you can see external meetings, meetings booked directly through HoneyBook, booked projects, and even tentative projects all in your calendar of choice. You could already sync your Google calendar, but the addition of Outlook and iCal offer more flexibility to work in the way that works best for your business.

Contact form can tell you which leads are more promising at time of inquiry

The HoneyBook contact form is a powerful tool for capturing leads, qualifying them with questions you need answered, and pushing inquiries onto the next phase of your clientflow through tasks and automations. Now, you can leverage the updated power of the contact form with new hot prospect and lead notifications.

We’ve been working to perfect a system that can analyze and identify leads that are more likely to convert, or more likely to convert at a higher booking rate. This new version of the contact form is proven to earn our members more money.

If you don’t currently use the HoneyBook contact form, you can easily send it as a link or embed it on your website today to try out this new feature.

When a lead comes through your contact form, the form will analyze the inquiry right away and trigger a mobile push notification (the notification will show up on desktop, too) if this lead seems more likely to book, book at a higher rate, or both. The push notification allows you to respond to a qualified prospect or a fantastic lead right away–wherever you are.

Being away from your computer will never be the reason a lead slips through the cracks again, and you can be confident that you’re investing your time in the right places.

PLEASE NOTE: This feature of the contact form is currently in Beta and available only to select users. The newest version of this feature will be released in 2023.

Additional logic when scheduling a session

Based on your feedback, the logic associated with scheduling meetings in a certain time frame has been updated to more closely reflect how you and your business work.

In the past, a scheduled meeting would be connected to a project if the project was created within the last 180 days. Any meeting that was scheduled outside of the 180 days would trigger the creation of a new project. With help from our members, we realized that some sales cycles are longer, and these sessions may actually be associated with projects that already exist but may be over 6 months old.

Now, a scheduled meeting will be connected to a project based on a project’s status. If the project is in an active stage (not archived/completed) then a meeting will be attached. If the project is not in the active stage, then a new project will be created for the meeting. This way if you’re working with a client well ahead of their project date and want to schedule regular check-ins, everything will be housed under the same project and organized all in one place.

Updated payment statuses

We’ve expanded and expounded on payment statuses to make it extra clear where your money is, isn’t, or will be soon. The payment statuses still correspond to other helpful features like payment reminders, triggering thank you emails, and other tasks, but getting a birds-eye view of the status of all your bookings is much more clear to read and understand.

Template assistant modal

One quick update to the HoneyBook template builder lets you use even fewer clicks to get to your perfect template. Simply create a new smart file template from your Templates hub and choose the actions you want to include. You’ll get a fresh template with everything you need, ready to be customized and sent off to your client.

Templates shortcut in mobile

On the theme of fewer clicks, we’ve also added a nifty shortcut to the tools menu in the HoneyBook mobile app so you can easily jump right into your file templates.

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