HoneyBook has introduced conditional automation, a long-awaited feature that allows workflows to adjust based on client actions. This update helps automate follow-ups, ensuring no important steps are missed.
Key Features:
Dynamic Workflow Branching – Automate different actions based on client responses.
Automated Reminders – Follow up when forms, invoices, or tasks aren’t completed.
Parallel Automations – Run multiple workflows within a single project.
How This Compares to Dubsado
One major advantage Dubsado had over HoneyBook was its ability to send reminders when a client didn’t submit a required file. Now, HoneyBook users can automate similar follow-ups, reducing manual work and improving client experience.
Setting Up Conditional Automations in HoneyBook:
Go to Automations and create/edit a workflow.
Add a condition block to trigger different actions based on client responses.
Set up automated reminders for incomplete submissions.
This update enhances HoneyBook’s automation capabilities, bringing it closer to Dubsado’s advanced workflows while making client management more efficient. 🚀
Want to see how this can benefit your business? Click the button below to book a free call.
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