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Product Roadmap | April 2024

Check out what was recently released, what's soon to be released, and what's on the horizon.What you see is a plan, and naturally plans might change....

Forum|Forum|1 year ago

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HoneyBook ProductCommunity Manager

👥 Bulk-add team members to a projectReleased

Bulk add team members to multiple projects at once to save time managing your projects. This is a released feature from the HoneyBook Product roadmap.

Forum|Forum|1 year ago

ElizaNew Participant

Make it easier to onboard team members to multiple projectsMerged

I’m a big fan of the recent improvements that you have made to the product in general but something missing for me is the ability to bulk-add team members to projects. It would help my workflow so much to make this less of a manual process especially when I am onboarding a new team member who needs to be added to many projects at once.

Forum|Forum|1 year ago

HoneyBook ProductCommunity Manager

✅ Mark Smart Files as completedReleased

Enable marking Smart Files as completed once all required actions are taken, simplifying project progression tracking and management.This is an upcoming feature from the HoneyBook Product roadmap.

Forum|Forum|1 year ago

HoneyBook ProductCommunity Manager

⚡️ Smart fields in text blocksReleased

Integrate dynamic Smart Fields within text blocks to personalize and automate your content, streamlining document customization and interaction.This is an upcoming feature from the HoneyBook Product roadmap.

Forum|Forum|1 year ago

HoneyBook ProductCommunity Manager

☁️ File uploadsReleased

Allow clients to upload an image or PDF as a response to a question in a smart file, making it easier for you to collect the important information you need to facilitate a great working relationship. This is a feature from the HoneyBook Product roadmap.

Forum|Forum|1 year ago

HoneyBook ProductCommunity Manager

📱Automations in Mobile AppReleased

Bringing desktop-level automation to your fingertips, this feature enhances your mobile productivity and operational efficiency by enabling you to view, disable, approve, and apply automations on the go. This is a feature from the HoneyBook Product roadmap.

Forum|Forum|1 year ago

HoneyBook ProductCommunity Manager

💸 Late feesReleased

No one likes chasing down late payments and charging late fees can help curb this behavior. So, you now have the option to set a late fee % that will automatically be applied to payments that are 30 days past their due date. This is a released feature from the HoneyBook Product roadmap.

Forum|Forum|1 year ago

HoneyBook ProductCommunity Manager

💬 SMS remindersReleased

Speed up payments and say goodbye to meeting no-shows with SMS reminders. Send clients SMS reminders for 2FA access codes, meetings, and payments. This is a released feature from the HoneyBook Product roadmap.

Forum|Forum|1 year ago

HoneyBook ProductCommunity Manager

🎨 Customizable pipelineReleased

Customize your HoneyBook pipeline to fit your business by renaming, reordering, and removing stages. Enjoy greater control and visibility with options to manage default automations and direct project flow during automation triggers. This is a released feature from the HoneyBook Product roadmap.

Forum|Forum|1 year ago

HoneyBook ProductCommunity Manager

✉️ Email smart fieldsReleased

Streamline your communication with new email smart fields, allowing for automated inclusion of client and project-specific details in all your emails. Reduce manual work by leveraging these fields in every email composer and template. This is a released feature from the HoneyBook Product roadmap.

Forum|Forum|1 year ago

HoneyBook ProductCommunity Manager

🏝 OOO Auto-ReplyReleased

Set up automatic replies for new inquiries and messages right from your HoneyBook account, perfect for indicating Out Of Office periods. Ensure clients are promptly informed of your availability with ease. This is a released feature from the HoneyBook Product roadmap.

Forum|Forum|1 year ago

HoneyBook ProductCommunity Manager

⚡️ Service-based schedulingReleased

Streamline appointments with service-based scheduling. Clients choose a service, automatically setting up the meeting, for an efficient booking experience. This is a released feature from the HoneyBook Product roadmap.

Forum|Forum|1 year ago

HoneyBook ProductCommunity Manager

📣 Unsubscribe functionReleased

Stay compliant with Yahoo and Google's spam updates using our new feature to easily mark emails as marketing messages and add unsubscribe links. Unsubscribe actions update client statuses across your workspace, ensuring seamless communication management while respecting client preferences. This is a released feature from the HoneyBook Product roadmap.

Forum|Forum|1 year ago

HoneyBook ProductCommunity Manager

🛠 Automation improvementsReleased

Elevate your workflow efficiency with our latest automation improvements: 1. Move projects through your pipeline by using the new "move to pipeline” stage. 2. Use "Smart file is completed" trigger and set it up for a specific file. This is a released feature from the HoneyBook Product roadmap.

Forum|Forum|1 year ago

HoneyBook ProductCommunity Manager

🛠 Invoice header improvementsReleased

Enhance invoice clarity and professionalism by effortlessly adding business and project information to your invoice headers. This is a released feature from the HoneyBook Product roadmap.

Forum|Forum|1 year ago

HoneyBook ProductCommunity Manager

⚡️ Smart fields in text blocksReleased

Integrate dynamic Smart Fields within text blocks to personalize and automate your content, streamlining document customization and interaction. This is a released feature from the HoneyBook Product roadmap.

Forum|Forum|1 year ago

HoneyBook ProductCommunity Manager

👥 Assign automated task to team memberReleased

Streamline workflows by enabling automated tasks to be assigned directly to specific team members, enhancing efficiency and task delegation. This is a released feature from the HoneyBook Product roadmap.

Forum|Forum|1 year ago

HoneyBook ProductCommunity Manager

💸 Split payment options for clientsComing soon

Enabling clients to self select their preferred payment plan option. This is an upcoming feature from the HoneyBook Product roadmap.

Forum|Forum|1 year ago

HoneyBook ProductCommunity Manager

🗒 Notes 2.0Coming soon

A new Notes feature that also enables our member to use AI in order to capture meeting notes, summaries and actions items automatically. This is an upcoming feature from the HoneyBook Product roadmap.

Forum|Forum|1 year ago

HoneyBook ProductCommunity Manager

📒 Invoices pageComing soon

An aggregated list of all client invoices, both sent and drafts, for easy management and tracking. This is an upcoming feature from the HoneyBook Product roadmap.

Forum|Forum|1 year ago

HoneyBook ProductCommunity Manager

🌱 Service Based Scheduling for Lead FormsPlanned

Allowing clients to choose from a variety of services and schedule a session based on their selection - now also on Lead Forms. This is a planned feature from the HoneyBook Product roadmap.

Forum|Forum|1 year ago

HoneyBook ProductCommunity Manager

🌱 Process mappingPlanned

Get a tailor-made clientflow map which will give you clarity into your process and the possible ways to optimize it. This is a planned feature from the HoneyBook Product roadmap.

Forum|Forum|1 year ago

HoneyBook ProductCommunity Manager

🎨 Set Heading and Body font defaultsPlanned

Simplify template design with the ability to set one default font for headings and another for body text, ensuring consistency while offering flexibility to change styles quickly for fresh looks. This is a planned feature from the HoneyBook Product roadmap.

Forum|Forum|1 year ago

HoneyBook ProductCommunity Manager

🎁 Sell your HoneyBook templates in lead formsPlanned

Unlock a new revenue stream by selling your well-crafted HoneyBook Smart File templates to other HoneyBook users. This is a planned feature from the HoneyBook Product roadmap.

Forum|Forum|1 year ago

HoneyBook ProductCommunity Manager

🎁 Publicly share templates & Sell on 3rd party platformsPlanned

A new way to publicly share your HoneyBook templates for free or sale via your website, a newsletter, or 3rd party marketplaces. This is a planned feature from the HoneyBook Product roadmap.

Forum|Forum|1 year ago

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