HoneyBook

How to customize what projects show in your pipeline

Navigate, sort by, and filter projects in your pipeline

Learn how to set up and manage your HoneyBook pipeline — including stages, custom views, automations, and the project table — to match your business process

Customize your pipeline in HoneyBook

How to reschedule a project

Three steps to update a cancelled project in HoneyBook

What to do when a client cancels

Learn how to use bulk actions in HoneyBook to move, delete, archive, tag, email, or update multiple projects at once

Bulk actions in HoneyBook: Update multiple projects at once

Troubleshooting if you receive an error message bulk updating projects

What to do if you can't bulk update projects

Easily manage your leads with HoneyBook’s automated monthly cleanup. Review inactive leads, archive with context, and track conversion trends—all from your pipeline.

Keep your pipeline clean with automated monthly cleanups

Manage HoneyBook projects with the Kanban board. Drag and drop project cards by stage, customize card details, and track your pipeline visually

Manage your projects visually with Kanban

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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