Product Updates

This would be our GTM repurposed note. Basically just copy and pasting whatever Casey & crew is saying to tell people know about these new templates with links to the gallery.

We're thrilled to introduce our new public template sharing, that's designed to revolutionize the way you share and collaborate. With this latest feature, you can now easily share your templates with others and leverage the power of peer-to-peer sharing and collaboration both within our community and beyond. Here's why you should be excited: Easy sharing: Our new template sharing makes it easier than ever. With just a link, you can make your templates viewable to others for quick visual reference or allow them to utilize the template as a springboard for their own processes. Enhanced collaboration: Say goodbye to the hassle of manual sharing. With our share link feature, you can easily collaborate with fellow independents by sharing a link to your templates instantly. Learn from other independents how they handle the things you struggle with, and support others by sharing templates on hurdles you already master. It's a game-changer for boosting productivity and fostering collaboration between you and other independents. Referral rewards: Sharing is caring, and we want to reward you for it! As a member, you'll earn referral payments when you share your template links with non-members who join HoneyBook. It's a win-win for everyone involved and a fantastic way to ease onboarding into HoneyBook for new members.  Check out our Help Center and blog for more information on how to get started. And don't forget to share your templates in the community thread to encourage collaboration and sharing among members.   Happy sharing!

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. We can promise to update this list ASAP if plan changes. You can expect us to publish a roadmap update every 3 months (or 4 times a year) in this space. These updates are focused on what we’re working on and delivering this fiscal year. Table of ContentsComing soon Planned New and improved recapComing soonThese are features and functionality improvements we have a high confidence of being able to released in the next few months.💻 Smart Files act for clients: Enable actions within Smart Files on behalf of your clients to streamline document processing and approvals, enhancing convenience and efficiency. 💸 Split payment options for clients: Enabling clients to self select their preferred payment plan option. 🗒 Notes 2.0: A new Notes feature that also enables our member to use AI in order to capture meeting notes, summaries and actions items automatically. 📒 Invoices page: An aggregated list of all client invoices, both sent and drafts, for easy management and tracking.PlannedThese are features and functionality improvements we are currently working on and have on our roadmap, but might not be released over the next few months. 🌱 Custom fields: Tailor your data management with the ability to set and customize your own fields, enabling precise control over information organization and accessibility. 💸 Recurring payment ease of use: Enhancing the usability and functionality of our recurring payments capabilities. 👤 Improved contact import and capture capabilities: Improving our current CSV contact import, but also allowing members to easily capture contacts via zaps as well as their email contacts. 🌱 Service Based Scheduling for Lead Forms: Allowing clients to choose from a variety of services and schedule a session based on their selection - now also on Lead Forms. 🌱 Process mapping: Get a tailor-made clientflow map which will give you clarity into your process and the possible ways to optimize it. 🎨 Set Heading and Body font defaults: 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. 🎁 Sell your HoneyBook templates in lead forms: Unlock a new revenue stream by selling your well-crafted HoneyBook Smart File templates to other HoneyBook users. 🎁 Publicly share templates & Sell on 3rd party platforms: A new way to publicly share your HoneyBook templates for free or sale via your website, a newsletter, or 3rd party marketplaces. 🎨 New fonts in smart files and lead forms: Our list of fonts available for Lead Forms and Smart Files is missing some fan favorites, so we are adding more options to enhance design and branding customization. As always, you'll still have the option to add a custom font if you can't find the perfect fit. 🎨 Home customization: Personalize your home page by choosing your widgets and customizing their order to tailor your dashboard perfectly to your workflow. 🆕 What’s new: Introduce a dynamic, live update space within the product, ensuring you can easily stay informed about all new feature releases and capabilities. Never miss out on the latest enhancements, ensuring you're always up-to-date with our product's offerings. New and improved recapWe released dozens of new features in the first 3 months of 2024 and are continually improving the way we communicate these releases. This month we launched a monthly round up of new and improved features to make sure you never miss an update, but we promise to also recap all releases in our roadmap update as well. Here is a recap of some of the most highly requested features that we rolled out! January🛠 Automation improvements: 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.📱Automations in Mobile App: 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.👥 Bulk-add team members to a project: Bulk add team members to multiple projects at once to save time managing your projects.🎨 Customizable pipeline: 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.🎁 Digital products: Effortlessly add and sell digital goods like worksheets, e-books, courses, and photo albums directly through your lead forms. Unlock new revenue streams and grow your business further on HoneyBook.☁️ File uploads: 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.🛠  Invoice header improvements: Enhance invoice clarity and professionalism by effortlessly adding business and project information to your invoice headers.💸 Late fees: 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.🏠 New Home: A full overview of your business and everything you need to attend to so nothing goes missing.💬 SMS reminders: Speed up payments and say goodbye to meeting no-shows with SMS reminders. Send clients SMS reminders for 2FA access codes, meetings, and payments.👁 View-only mode for Smart Files: Streamline file sharing and collaboration with View-Only Mode. Offer clients a secure way to share project files, ensuring external parties can view but not edit, enhancing collaboration and file security. February✉️ Email smart fields: 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.🏝 OOO Auto-Reply: 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.⚡️ Service-based scheduling: Streamline appointments with service-based scheduling. Clients choose a service, automatically setting up the meeting, for an efficient booking experience.📣 Unsubscribe function: 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. March👥 Assign automated task to team member: Streamline workflows by enabling automated tasks to be assigned directly to specific team members, enhancing efficiency and task delegation.✅ Mark Smart Files as completed: Enable marking Smart Files as completed once all required actions are taken, simplifying project progression tracking and management.⚡️ Smart fields in text blocks: Integrate dynamic Smart Fields within text blocks to personalize and automate your content, streamlining document customization and interaction.

New and improved features alert! Have you missed our ongoing product updates in the community? We’ve got you covered by rounding up everything that began rolling out to members over the last month. New AI Composer for Projects: When a client messages you through a HoneyBook project, the AI composer will instantly suggest a response that’s tailored to the situation and your brand voice. You can quickly edit and send so you move your clientflow along even more smoothly, both from your desktop and mobile. Dive deeper on how to utilize this new feature here.  Smart fields within text blocks: Integrate dynamic Smart Fields within text blocks to personalize and automate your content, streamlining document customization and interaction. Learn more about how to save time while tailoring your files to each client here. ImprovedAssign automated tasks to team members: Streamline workflows by enabling automated tasks to be assigned directly to specific team members who are participants in the project, enhancing efficiency and task delegation. Learn more about assigning tasks. Mark Smart Files as completed: You can now manually mark Smart Files as completed. This capability allows you to give any of your projects that might need it a little ‘push’ through the clientflow. Learn more about manually marking a Smart File as complete. Pic-Time activity feed update: Now, there is a Pic-Time activity feed directly visible in the HoneyBook project workspace activity feed visible to both you and your client. Learn more about our Pic-Time integration. Please note: New features and improvements are rolled out in batches to ensure steady deployment and might not be instantly accessible. Feel free to contact our support team if you have any questions.

And what a sprint it was! Pfew! Made it! Let’s discuss the updates to our platform, shall we?What’s new in V6.543:Team notes in actionWe added the possibility to add team notes to reports. This was actually suggested by @Josephine right here on the community (original thread). It’s awesome to see these great feature ideas come from our users, be sure to keep them coming! Bug fixes:Apparently it wasn’t possible for parents to log in during the weekend due to a malfunction with the ‘parental control’ settings. We’re sorry for the children, but we’ve resolved the bug and weekend-use is enabled again! Some server had been buggy for a while, we unplugged them and reconnected the power afterwards---fixed! Some users notified us of 404 pages coming up in control. We checked everything, but haven’t been able to reproduce and nor have the users in question. Stay vigilant, though!Not too bad this week!

Here we are, nearing the end of Q1 we want to share with you all what we’ve been up to. How about a welcome break to your daily routine with our latest Roadmap Update? ☕ We’re extremely proud to have delivered so many ideas from you—our beloved community! We’ve got some great new releases we’re excited to share with you all—here goes:   Brand new Homepage configuration: this is a huge step to help you optimize for your various different use cases and custom stylesNever lose a change with article versioning Publish perfectly-formatted articles with (shareable!) article previews Publish content even whilst you’re on holiday, with Article Scheduling Target the competitive spirit of your members with a points-based leaderboard Change your community homepage layout design with the all-new customization mode Get a 360° view of your customers with our CRM integrationsSo there’s what we did, here’s what’s coming up!  What we’re working on:  GroupsEngage with like-minded community users who are passionate about the same interest, industry, or role.  Create and manage public or private groups from the back end.  Your community members can browse public- and private groups. Join a group, see its members and post new topics and replies to itCustomization improvementsFollowing up on the Customization mode we’ll continue working on improving and expanding the capabilities of the customization mode. As part of these improvements, you can expect new homepage widgets, a new topic list view, and more general design improvements.PersonalizationWe will start investigating how we can serve more relevant (personalized) content to a segment of users. If you have any ideas or thoughts on this subject please get in touch! Ideation workflowWe’re looking into ways of making it easier for you to manage your ideation processes on the community, whether it’s highlighting the latest official response to an idea, or closing the loop in a more effective way with all customers interested in the idea.So with all that said, we’re looking forward to continuing our momentum into next quarter and bringing you even more rich features and functionality. Let us know what your focus is right now and how you’re utilizing your community! Cheers! 

Did you know...you can now give fully customizable badges to your users?! It’s time to personalize your community!Maybe you want to award the ‘chatterbox’ badge to the top replier in your community. What about the Superman badge for the user who answers the most questions? Anything is possible! Badges are a great way to encourage user engagement and add a little je ne sais quoi to your community! Time to get inventive. ?