Hi Kristi! Thank you so much for this information. One thing, how/when do clients get access to this portal? Do I have to manually/or set up the automation for them to get access or does honeybook do it on their own?
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.
Hey! Yes they can see their open projects! It won't be in a pipeline like yours, but in the portal on the top left side, they will see "All Projects" and they can click between each project portal.
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It’s saying October 25th is the date for the class?
Thanks! (:
Hi Kristi! Thank you so much for this information. One thing, how/when do clients get access to this portal? Do I have to manually/or set up the automation for them to get access or does honeybook do it on their own?
Kristi this was so so helpful.
I'm so glad 😊
Excellent video. The best one I have seen thus far. Very detailed and helpful. Thank you!
Glad you enjoyed it! Thanks!
The best !
Thank you! Happy to help!! 😊
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.
Hey!! You could reach out to their support, I'm sure they will take it into consideration! :)
Hi there, can the client upon logging in, see all their open projects like we can see on the backend?
Hey! Yes they can see their open projects! It won't be in a pipeline like yours, but in the portal on the top left side, they will see "All Projects" and they can click between each project portal.