{"id":96802,"date":"2024-09-03T03:00:00","date_gmt":"2024-09-03T10:00:00","guid":{"rendered":"https:\/\/honeybook-blog.site.strattic.io\/?p=96802"},"modified":"2024-08-29T13:27:55","modified_gmt":"2024-08-29T20:27:55","slug":"new-and-improved-september-2024","status":"publish","type":"post","link":"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/new-and-improved-september-2024","title":{"rendered":"New and Improved: September 2024"},"content":{"rendered":"\n

What’s new at HoneyBook for September 2024<\/em><\/p>\n\n\n\n

\"August<\/figure>\n\n\n\n

Custom fields for projects and contacts: new enhancements<\/h2>\n\n\n\n
\"Custom<\/figure>\n\n\n\n

Last month, we announced that you can add custom fields for your projects<\/a> and contacts<\/a>, and we\u2019ve recently added some enhancements to this feature.<\/p>\n\n\n\n

New field types: link and number<\/h3>\n\n\n\n

In addition to text and date, you can now create link and number custom fields. Use these field types to gather key website information, phone numbers, and more.<\/p>\n\n\n\n

Custom contact fields available in smart fields<\/h3>\n\n\n\n

Your smart fields list now includes any contact custom fields you create. Gather or manually enter these contact details; then add a smart field to your contracts, text blocks, and emails so the information effortlessly populates.<\/p>\n\n\n\n

Add custom contact fields in linked questions<\/h3>\n\n\n\n

Now, you can pull contact custom fields into linked questions in your smart files and lead forms\u2013which means you can collect these custom details, then have client-specific information appear in your contracts, text blocks, and emails.<\/p>\n\n\n\n

Inquiry reminders<\/h2>\n\n\n\n

Make sure you never accidentally ghost a potential client with inquiry reminders<\/a>.  When you configure and use inquiry reminders, you\u2019ll receive a notification whatever number of days you set\u2014we recommend two!\u2013after a lead has gone unanswered. From there, reply with the help of the AI composer<\/a>, which uses details of the inquiry so you can follow up quickly and professionally.<\/p>\n\n\n\n

Finance Dashboard<\/h2>\n\n\n\n
\"HoneyBook<\/figure>\n\n\n\n

See payments data, cashflow insights, and link your bank accounts and cards from the new Finance Overview<\/a> page. You\u2019ll have access to personalized metrics and can see how the numbers change over time (such as your expenses month to month).<\/p>\n\n\n\n

Improved task navigation on mobile<\/h2>\n\n\n\n
\"HoneyBook<\/figure>\n\n\n\n

We\u2019ve released a mobile update that means easier navigation from a task to a project. When you\u2019re on the go, you can now access connected projects directly from your task list<\/a>, instead of having to manually search. Easier access to your project details means a smoother mobile workflow. <\/p>\n\n\n\n

New features 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.<\/em><\/td><\/tr><\/tbody><\/table><\/figure>\n","protected":false},"excerpt":{"rendered":"

What’s new at HoneyBook for September 2024 Custom fields for projects and contacts: new enhancements Last month, we announced that you can add custom fields for your projects and contacts, and we\u2019ve recently added some enhancements to this feature. New field types: link and number In addition to text and date, you can now create […]<\/p>\n","protected":false},"author":213,"featured_media":96808,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[455],"tags":[74],"class_list":["post-96802","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-honeybook-updates","tag-honeybook"],"acf":[],"featured_image_urls_v2":{"full":["https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2024\/08\/Blog_NewandImprovedAugust_Hero_2000x1548.jpg",2000,1548,false],"thumbnail":["https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2024\/08\/Blog_NewandImprovedAugust_Hero_2000x1548-150x150.jpg",150,150,true],"medium":["https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2024\/08\/Blog_NewandImprovedAugust_Hero_2000x1548-300x232.jpg",300,232,true],"medium_large":["https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2024\/08\/Blog_NewandImprovedAugust_Hero_2000x1548-768x594.jpg",768,594,true],"large":["https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2024\/08\/Blog_NewandImprovedAugust_Hero_2000x1548-1024x793.jpg",1024,793,true],"1536x1536":["https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2024\/08\/Blog_NewandImprovedAugust_Hero_2000x1548-1536x1189.jpg",1536,1189,true],"2048x2048":["https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2024\/08\/Blog_NewandImprovedAugust_Hero_2000x1548.jpg",2000,1548,false]},"post_excerpt_stackable_v2":"

What’s new at HoneyBook for September 2024 Custom fields for projects and contacts: new enhancements Last month, we announced that you can add custom fields for your projects and contacts, and we\u2019ve recently added some enhancements to this feature. New field types: link and number In addition to text and date, you can now create link and number custom fields. Use these field types to gather key website information, phone numbers, and more. Custom contact fields available in smart fields Your smart fields list now includes any contact custom fields you create. Gather or manually enter these contact details; then…<\/p>\n","category_list_v2":"HoneyBook updates<\/a>","author_info_v2":{"name":"HoneyBook","url":"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/author\/honeybook"},"comments_num_v2":"0 comments","yoast_head":"\nNew and Improved: September 2024<\/title>\n<meta name=\"description\" content=\"See what's new at HoneyBook in September 2024, including enhancement to custom fields, a new Finance Dashboard, and inquiry reminders.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/hbbadmin.reliablepenguin.com\/blog\/new-and-improved-september-2024\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"New and Improved: September 2024\" \/>\n<meta property=\"og:description\" content=\"See what's new at HoneyBook in September 2024, 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