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Question: Is that project portal document just a Google doc? Does Zapier send that back to Honeybook or does your project manager merge it back over once completed? Do you use this document in place of a questionnaire?

🙌🙌

What happens if someone is gone for vacation for a few weeks? Is there a way to move all dates easily? Or does it ruin the entire process? Thanks!

Do you think it's best to have both a Honeybook and a separate website for consultants?

Hi I am looking to hire a virtual assistant, I want them to be able to access files AND able to send emails to clients, but not access bookkeeping? what role would be best?

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How do we create automation so that one team member can be the initial contact for Honeybook ? from the inquiry form so I can assign to a member, as i am the owner i want to see but i dont want to be everywhere in the proecss

Is there anyway to have clients select a time range for their session? Say a photographer that charges an hourly rate for example.

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Looks like great info, but i can't get past the music. It was too distracting so had to move on.

Awesome video,

Hi there, can the client upon logging in, see all their open projects like we can see on the backend?

Im not an English speaker but this was so easy that i understood everything you explained and followed you 🎉 other people talk to much but you went to the point 🫡

Hi Kristi, Thank you so much for your all informative videos, I really appreciate your step-by-step tutorials. I have one quick question, How do you add the ClickUp public task to the HoneyBook client portal? ;0)

Can you help me understand something about honeybook bookings? For instance, if I only want to be booked on saturday once by one 1 client only, how can I make it so that there's only 1 slot available on my scheduler with the time frame opened from 9am-10pm? I've tried opening my schedule from 9am-10pm but there's so many slots for other clients to choose from. I only want it where 9am-10pm is 1 session. I have changed the duration but that also conflicts with my scheduler on Fridays.

Thanks for this clear and instructive video. I have a question on subtask automation. Is there a way to change the status of a task to "in-progress", when at least one of its sub-tasks change from ANY to in-progress. I see there they now have introduced "All subtask resolved" under "When", but that doesn't help in solving my challenge. Thanks in advance for your advice.

Hi! Thank you for this video! Your channel has been SO helpful. I also wanted to let you know, your ClickUp coupon isn't working :(

Hell yes 🙌

loooooove your material and resources! lol, no seriously thank you for breaking this down, very resourceful! keep up the great work!

I have a party decorating biz and using HoneyBook…. Doing my best on it but I’m still a little lost over here lol 😮

Heeeey! I tried looking for the "Company Calendar & OOO" template but I wasn't able to find it. Does anyone have it? I loved it ❤

Thank you for your video. It really cleared up some things that I was struggling with. I do have a question regarding Automations that was not covered. How can I set up my Automation so that it's personalized for each person in the project? I have a project consisting of 6 individuals (senior group session) and want each of them to sign contract and model release. Currently when sent, it only shows the first person in the project, so everyone is getting the contract and email, but they see it with one specific individual's contact information. Hope that made sense.

SAVAGEEEE!!! Literally a life saver. Going to be sending this to clients!

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Excelent video! That was REALLY helpful!

Excelent video!! That was REALLY helpful!

Why are there 2 calendar views, and I cant delete them? Theyre the exact same

You forgot to put the banner size as you mentioned in your video. Would you mind sharing the size? Thanks

Love your videos! Just starting to use Click up, these have been so useful! Quick question, when I add a task list to the dashboard I'm seeing all the tabs (subtasks, chart view, etc) . i would definitely prefer to have it simpler like the one you showed to not overwhelm clients. I've tried different settings and re-inviting only to the list, but I can't seem to get it to look like that. Thanks so much in advance!

Your 'how to' is really stratightforward to follow - i have a question about the client view - does this disable click through to the tasks in the list and only show the 'top view'? What if there is back end information that is not for client eyes within the task data (e.g. comments, billing info/time tracking etc.) Thanks for helping.

Hey, are you looking for someone to outsource your video editing ?

Hey, are you looking for someone to help you with video editing ?

Are you able to add "file uploader" as an option on a contact form?

How to use HoneyBook as a team: th-cam.com/video/CkjuIBB_bZ0/w-d-xo.html

Thank you for this information! Do you know if HoneyBook has a "suggestions box"? I own a travel agency, and some things like allowing the same dynamic pricing in lead forms as is in smart files is a big deal.

The best !

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Why does my Finance page look so different? I don't get any of those options.

Do I have to go in and manually Link the calendar view on dashboard for all individual employee accounts or can it be set up to where that's automatically done in the beginning for them to have access to view the schedule in one location when they log in?

Are you Brazilian?

Do you recommend creating separate contact forms for when people download a pdf from a blog post? For each downloadable pdf? Or just one that tells me it's coming from a download. Thank you for your help. I've been searching the best way to do this and can't seem to figure it out.

Is there any way to split the payments for mini sessions using lead forms? For some reason it isn't letting me when I've tried.

SO helpful! Total Ah-ha moment. Thank you

Super helpful! What software do you use for your video editing and captions?

Hi, thank you for a very valuable video. Question - is your bundle suitable for a free version of click-up, or should I consider to go for a pay version? Which option then would be appropriate for this bundle? thank you

This was amazing! Thank you so much 🫶

Great video, thank you. I was hoping to combine this Calender view you've outlined with a holiday calendar of the action owners. Is this possible?

FYI, the clickup discount code isn't working. I tried the link and adding dasilvalife upper and lowercase, and nothing worked.

I love your videos. Can you put the lead link on your website?

Great review! Are you using the circle payments + thrivecart & running a dual system? The order bumps & upsells are important but could get messy with zaps to stick it all together