Member-inspired features to help you grow with confidence, deliver exceptional client experiences, and streamline your business operations
At HoneyBook, our members’ needs, goals, and dreams are the blueprint for all of our product updates and features. Whether it’s through customer support, social media, research, or community events—we’re always listening to your suggestions, insights, and experiences to create the best customer relationship management (CRM) platform possible for your business.
With this in mind, we’re excited to give you a sneak peek at what we’ve been building and what’s launching soon.
From client-facing tasks to financial insights to an updated client portal—and much more—each of these features came directly from suggestions from the HoneyBook community.
These features are all coming very soon, so be sure to keep an eye out on your account and our social media.
Now let’s dive in.
Grow your business confidence
Financial Insights
Our new Financial Insights feature gives you instant visibility into how your rates stack up against similar businesses in your area. With this feature, you’ll receive data-driven recommendations on when to adjust your prices—so you’ll be able to maintain your competitive edge.
Add a professional touch
Client Portal 2.0
Elevate your professional image and take full control of your client experience with our completely reimagined Client Portal.
The client portal is great for collaborative projects with clients. It serves as a centralized hub for you and your client, and contains all the important information—such as a payments, files, and project messages
We’ve been listening to your feedback And now, our redesign introduces expanded branding capabilities that allow you to infuse your unique visual identity throughout the client portal. So, from every touchpoint, your clients will get your full brand experience. Additionally, we’ve added an overview page, so you and your client can see critical information instantly. We’ve also simplified the login experience for your clients and added the ability to enable and disable controls, so it’s that much easier for you to provide the best experience possible for your clients.
Increase productivity
New pipeline board
The new Projects Board in HoneyBook introduces a dynamic kanban-style board that transforms how you manage your workflow. With its intuitive drag-and-drop interface, you can effortlessly visualize your entire pipeline in one cohesive workspace. Easily track project statuses, manage pending tasks, and take immediate action with just a few clicks.
Library folders
Library folders help you organize all of your images and files into different folders and see all of them in one place.
Group scheduling
You asked, we listened. Now you can add multiple team members or collaborators to attend meetings—with everyone on the invite receiving meeting notifications.
All-in-one business management
Improved expense management
Expense tracking just got simpler. First, for automatic and ongoing expense tracking, you can now directly connect your bank or credit card to automatically upload and track expenses.
If you’re on the go, you’ll be able to snap pictures of receipts instantly in the mobile app (because we all lose track of receipts right after we get them). Now you can stay on top of your business finances and get real-time visibility into spending patterns without switching between multiple platforms.
Payroll for Contractors
Introducing Payroll for Contractors. With this new feature, you’re now able to pay 1099s directly through HoneyBook—automated, compliant, and hassle-free. Even better, you’re now able to manage payroll in the same place you manage your business—so you can get a full picture of your business finances.
The wait is almost over—stay tuned for these new features!
As we prepare to roll out these new features, we’re reminded of what makes the HoneyBook community so special—your passion, creativity, and willingness to share your experiences with us. So many of our features began with your feedback and we can’t wait to see how they transform your daily operations, client relationships, and business growth.
And this is just the beginning. We’re committed to creating a platform and launching features that truly understand the unique challenges of independent business owners.
So be sure to watch this space and be sure to keep an eye on your HoneyBook dashboard and our social channels for more information, tutorial resources, and insider tips to help you make the most of these new capabilities. And as always, we invite your continued feedback once these features are in your hands—because the best innovations happen when we build together.
Thank you for being part of our community. Here’s to working smarter, growing with confidence, and creating exceptional experiences for your clients—with the tools that understand your business as well as you do.
Want to continue to help shape HoneyBook? Submit your feature requests here.
