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 Contents
Coming soon
These 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.
Planned
These 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 recap
We 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.
