HoneyBook

How to customize what projects show in your pipeline

Navigate, sort by, and filter projects in your pipeline

How to adjust your pipeline to reflect your business processes

Customize your pipeline: a step-by-step guide

How to reschedule a project

Three steps to update a cancelled project in HoneyBook

What to do when a client cancels

How to use bulk actions to update multiple projects at once

Bulk update projects through the pipeline

How to send an email blast through your project pipeline

Send a bulk email through your pipeline

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

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