Work smarter, create better client experiences, and simplify project management all with our new features—available now!
Let AI create your dream automations in minutes
Say goodbye to complex automations builds. Our new AI automations builder lets you create complete workflows using a simple prompt. Just describe what you want your automation to do, and it will build the entire workflow for you—all you need to do is review, edit if needed, and activate. This means you can reclaim hours of setup time and focus on the work you actually love doing.Â
For example, you can say “create an automation after a lead signs a contract to send a next steps email,” and with the click of a button you can build the entire automation from end-to-end.
Your own personal follow-up assistant
HoneyBook AI now automatically identifies leads you haven’t heard from in a while and drafts email replies to help you reconnect. You can access these AI-generated follow-up suggestions from your Contacts page using the new “Follow-up suggestions” filter—making it easier than ever to nurture relationships that might otherwise slip through the cracks.
Know exactly what you need
Your mornings just got more productive with AI-powered priority lists. Every day at 8am, HoneyBook’s AI chat delivers a personalized list highlighting your most important follow-ups, tasks, and meetings. Think of it as your daily game plan, ensuring nothing important gets overlooked as you navigate your busy schedule.
Business insights—automatically delivered
Understanding your business performance is now effortless with our AI-powered automated business snapshots. Every two weeks, you’ll receive personalized reports showing key shifts in your revenue, leads, and bookings. These insights don’t just show you the numbers—they include actionable tips specific to your business, helping you identify opportunities and understand what’s driving your success.
Customize your client portal
The client portal just got a major visual upgrade, giving you more control over how your brand appears to clients. You can now customize fonts, colors, and images to create a polished, cohesive experience that brings everything your clients need into one organized space. Access these customization options from your Settings to start creating a portal that truly reflects your brand.
A redesigned Contacts page
We’ve redesigned the Contacts page with the intention to help you find and engage with the right people faster. The new design features a cleaner layout, drag-and-drop column customization, improved filtering options, and bulk selection tools. Spend less time scrolling and more time connecting with your leads.
Default projects to free status
Project setup is now more efficient with enhanced default settings. You can set all new projects to automatically default to “Free” status, giving you better control over your scheduling availability and eliminating the need for manual status adjustments on every project. You can easily set this up in your Company preferences.
