Managing Projects in HoneyBook

This guide provides step-by-step instructions on how to manage projects in HoneyBook effectively. It covers the process of creating new client projects, setting lead sources, and tracking client-related tasks. By the end of this guide, you will be able to navigate project management in HoneyBook confidently.

In this section, we will discuss the importance of using lead forms and creating new clients or projects directly within this section.

The primary goal is to have clients fill out lead forms. This prevents the need for manual project creation unless necessary.

If you do need to create a client project, go to the 'Create New' section and fill in the project details. For instance, you may need to type in the project name.

Enter the project name, such as "Amanda Project," and specify the type of project.

Choose a lead source appropriately.

The start date is automatically generated when a new client comes in, but it can be modified as the project progresses.

Once all details are filled out, proceed to create the new project.

Finally, this helps to keep track of everything that is directly related to your clients within the project.

In summary, this guide has outlined the essential steps for managing projects in HoneyBook, including creating new projects, setting up lead sources, and tracking client-related tasks. With these instructions and visuals, you should feel equipped to handle project management effectively in HoneyBook.