We’ve rolled out a set of updates designed to make your business feel more professional, more flexible, and more yours. These improvements span how you accept payments in person, how you present your work to clients, and how you organize your projects behind the scenes.
From charging clients on the spot to building cleaner Smart Files and keeping your pipeline organized, here’s what’s new.
Accept payments in person with Tap to Pay
You can now accept payments directly from a client’s phone, card, or smartwatch without ever leaving HoneyBook.
Whether you’re finishing a shoot, wrapping up a venue tour, or meeting a client at a trade show, Tap to Pay lets you charge on the spot. No separate payment terminal, no sending a file to their inbox. Just a quick tap and you’re done.
This is especially useful for those in-person moments when the energy is right and you want to lock in a deposit or close out a session before the client walks out the door.
Add service charges to invoices
You can now add percentage-based service charges directly to Smart Invoices and include them in your tax calculations.
For members who are legally required to charge service fees, this closes a real gap. Service charges are now treated as a first-class line item, with tax applied automatically so your invoices stay compliant and your totals are accurate.
It also means clients see a clear, itemized breakdown of every charge, which means fewer questions, fewer disputes, and more confidence in the numbers.
Add a timeline block to your Smart Files
You can now add a clean, chronological schedule to any Smart File without building it manually from tables, bullet points, or heading stacks.
The Timeline Block is a purpose-built content block for things like event agendas, project milestones, workshop schedules, or day-of timelines. It replaces all the manual formatting workarounds with a structured, client-friendly layout that looks polished out of the box.
Add items, reorder them as plans change, or duplicate the whole block for your next event. Exactly the kind of thing that used to take longer than it should.
Save custom views in your projects
You can now save and name custom filtered views of your projects so you can return to the leads and clients that matter most without rebuilding your filters every time.
If you have a recurring workflow like checking on warm leads, reviewing open proposals, or following up on a specific project type, you can set it up once and come back to it with one click.
Custom views in projects now match what we already offer in Contacts, making the experience more consistent across the board and giving you a reliable home base for any ongoing workflow.
New features are rolled out in batches to ensure steady deployment and might not be instantly accessible. Please contact our support team if you have any questions.
