July 2024 HoneyBook Updates
HoneyBook’s July 2024 updates are here, and they’re as refreshing to say the least. If you’re an entrepreneur or small business owner looking to make your client experience smoother, these new features are just what you need!
New Mobile App Home Screen
First up, the HoneyBook mobile app home screen has gotten a facelift! Now, you can keep tabs on everything that needs your attention right from the get-go. With easy access to recent messages, a snapshot view of your calendar, and new leads, it’s like having your very own business assistant in your pocket.
Bookkeeping Improvements
Next, let’s talk money. The Bookkeeping page is now faster and smarter with more payment statuses. You’ll always know where your money is, and with the new transaction Trace IDs, your bank will too. It’s like having a financial detective on your team!
Second Client Name Field
Managing multi-client projects just got easier with the new “second client name” field. You can now pull this smart field into your emails and smart file text blocks, letting the names auto-populate. It’s like magic, but better!
Custom Archive Reasons
You can now add your own reasons for archiving projects. This update gives you detailed insights into project histories and helps you spot trends. It’s like having a crystal ball for your business!
Template Releases
HoneyBook rolled out seven new templates in the Template Gallery. Perfect for digital marketers, copywriters, and marketing consultants, these templates are packed with content and copy to help you spruce up service guides, proposals, and more.
Auto-Tag Projects or Contacts
For more control over your insights, you can now set lead form inquiries to automatically tag projects or contacts. This makes searching, filtering, and organizing as easy as pie from the start.
👉🏾 Remember, these features are rolling out in batches, so if you don’t see them just yet, hang tight!
These updates are crafted to simplify your workflow, giving you more time to do what you love – crafting unforgettable client experiences.
And as always, if you have any questions, I’m here to help.
