{"id":32881,"date":"2021-03-30T01:52:05","date_gmt":"2021-03-30T08:52:05","guid":{"rendered":"https:\/\/honeybook.site.strattic.io\/?p=32881"},"modified":"2024-11-01T10:32:04","modified_gmt":"2024-11-01T17:32:04","slug":"cleanup-you-honeybook-account","status":"publish","type":"post","link":"https:\/\/hbb.dev.reliablepenguin.com\/blog\/cleanup-you-honeybook-account","title":{"rendered":"Quick Tips to Tidy Up Your HoneyBook Account in Less Than 5 Minutes"},"content":{"rendered":"\n

It’s time for some spring cleaning! Follow these quick and easy steps to tidy up six areas of your HoneyBook account.<\/em>\"Spring<\/em><\/p>\n

Happy Spring from all of us at HoneyBook! We want to support you this season with some easy (read: quick) steps for tidying up your HoneyBook account so you can hit the ground running. <\/span><\/p>\n

Last year threw us all quite a few curve balls so it\u2019s probably safe to say getting organized wasn\u2019t exactly at the top of your priority list. That\u2019s why we think now is the time to carve out five minutes a day, over the next few days, to simplify a couple areas of your account that could use a little extra TLC.\u00a0<\/span><\/p>\n

We\u2019ll go over best practices that you can use from now on to maintain a neat workspace, some tips and tricks you might not know about, and some general housekeeping reminders.\u00a0<\/span><\/p>\n

If you\u2019re feeling extra ambitious you can start the clock for 1 hour right now and you\u2019ll have a clean slate to work from by the time you get to the bottom of this page. Ready, set, happy spring cleaning!<\/span><\/p>\n

How to Clean Out Your Pipeline<\/b><\/h2>\n

If your HoneyBook pipeline is giving you anxiety or just isn\u2019t the most accurate version of what you\u2019re actively working on right now, it might be time to clean things up a little bit. <\/span><\/p>\n

As a best practice, you might want to consider doing these steps once a month or even once a week depending on how many inquiries you typically have, that way things won\u2019t pile up. Here are some quick steps to clean out your HoneyBook pipeline in under five minutes.\u00a0<\/span><\/p>\n

    \n
  1. Start by clicking into the <\/span>Projects<\/b> tab to get a look at your pipeline.<\/span><\/li>\n
  2. Now click into your inquiry stage and filter by <\/span>Recent Activity. <\/b>\"HoneyBook<\/b><\/li>\n
  3. Now bulk select anyone who you haven\u2019t communicated with in the last month (or whatever time frame feels appropriate to you).<\/span><\/li>\n
  4. You can also use the bulk select option to move certain projects or jobs to another <\/span>stage in the pipeline that better suits where they\u2019re at in your process as well. <\/span>\u00a0<\/li>\n<\/ol>\n

    To bulk select in your HoneyBook account, simply hover over a project and check the box that appears to the left. From there you can select all and just unselect the few that don\u2019t need to be moved or archived.\u00a0<\/span><\/p>\n

    You\u2019ll notice there is a list of reasons for archiving that you can choose from, so to take extra care in your effort to get more organized, you might consider bulk archiving in separate batches based on their reason.<\/span><\/p>\n

    Repeat these steps across each stage in your pipeline until you\u2019re only tracking the jobs that you\u2019re actively working on and voila!, your HoneyBook pipeline is just like new.<\/span><\/p>\n

    Pro tip:<\/strong> deleting a project should only be used as a last resort! Archiving allows you to clean things up without completely removing a project from your HoneyBook account forever.\u00a0<\/span><\/p>\n

    How to Clean Up Your Templates<\/b><\/h2>\n

    If you have to scroll a mile to find the template you\u2019re looking for anytime you need to email, bill or send a contract to a client, you might want to consider cleaning up your master templates section. Here are some quick steps you can take to clean up your HoneyBook Templates in under five minutes.\u00a0<\/span><\/p>\n

      \n
    1. To get to the templates section in your HoneyBook account,<\/span>\u00a0click <\/span>Tools <\/b>and then <\/span>Templates<\/b>.<\/span><\/li>\n
    2. We recommend starting with emails, but you can start wherever makes the most sense to you!<\/span><\/li>\n
    3. To make things easier, switch from the grid view to the list view. tThen filter for <\/span>Date Created (oldest). \"Templates\"<\/b><\/li>\n
    4. Now, to get rid of any old templates, you simply hover over them and hit the trash can icon.<\/span><\/li>\n
    5. While you\u2019re here, consider clicking into any templates you don\u2019t recognize and check to make sure they’re relevant and aligned with your brand.<\/span><\/li>\n
    6. The final piece is to make sure ALL your templates are appropriately named so when you go to use them later, you recognize them by their title alone.\u00a0<\/span><\/li>\n<\/ol>\n

      Pro tip: <\/strong>accurately naming your files and templates is really important to ensure you can easily navigate to the proper content later on in the middle of rapid-fire conversations with your clients!<\/span><\/p>\n

      How to Streamline Your Meetings<\/b><\/h2>\n

      Are you still playing email ping-pong with clients to find time to meet? Do your clients wait days to get a glimpse of your schedule? <\/span><\/p>\n

      Consider taking the next five minutes to set up the HoneyBook Scheduling<\/a> feature in your account and put your scheduling woes to rest once and for all.<\/span><\/p>\n

        \n
      1. Navigate to <\/span>Tools <\/b>and then click <\/span>Scheduling<\/b><\/a>.<\/b><\/li>\n
      2. Get started by clicking <\/span>+ New Session Type<\/b> and define what <\/span>kind<\/span><\/i> of session you want to set up (video, phone call, in person, etc.). Then give the session a simple title so that your clients clearly understand what the meeting is about. Try something like \u201c30 min consult\u201d or \u201c1-hour process assessment\u201d.<\/span><\/li>\n
      3. Be sure the D<\/strong><\/span>uration<\/strong> of your session reflects how long you\u2019d like the meeting to be and include any instructions that you\u2019d like the client to receive via email. You can try something like \u201cCome prepared with any questions you have and at least two goals you\u2019d like to accomplish together over the next few weeks\u201d or \u201cdon\u2019t forget to review my helpful style guide document before our session!\u201d<\/span><\/li>\n
      4. Now you\u2019ll adjust your <\/span>Availability<\/b> to align with the times you’re available for this kind of meeting by hovering over the time slots on any given day. Don\u2019t worry about considering other events on your calendar when you set your availability, HoneyBook will automatically take your calendar into consideration when displaying available time slots to your clients. Most people will simply use this area to showcase business hours. Something like \u201c9am-12pm\u201d and \u201c1pm-5pm\u201d will work just fine! \"HoneyBook<\/span><\/li>\n
      5. Set any <\/span>Buffers<\/b> that you\u2019d like to have in between meetings and how short notice a client can book (ie. can they book a meeting to start in an hour from now or would you prefer more time to prepare?).<\/span><\/li>\n
      6. Customize your C<\/strong><\/span>onfirmations<\/b> and hit <\/span>Save<\/b>!<\/span><\/li>\n
      7. Now you have a designated online meeting scheduler<\/a> link you can easily share from within your activity feed, on your website or practically anywhere you can copy and paste. \"Activity<\/span>\"Scheduling<\/li>\n<\/ol>\n

        How to Clean Up Notifications in Your HoneyBook Account<\/b><\/h2>\n

        Do you ever feel like you’re getting more HoneyBook notifications than you need? You can actually control what we notify you about so we\u2019ll only reach out with what\u2019s most important to you! <\/span><\/p>\n

        Let\u2019s review 3 easy steps to consolidate your HoneyBook notifications!<\/span><\/p>\n

          \n
        1. The first place to check is the Bell Icon<\/strong> on any page in your HoneyBook account. Click here and then click the toggle icon to bring up your <\/span>notification preferences<\/span><\/a>. You\u2019ll probably want to leave the top four turned on, but the bottom three aren\u2019t as crucial. \"HoneyBook<\/span><\/li>\n
        2. Next step is your preferences tab. Hover over your profile picture, click Company Settings<\/strong>, then navigate to the <\/span>Preferences<\/span><\/a> section and scroll down to Notifications<\/strong>. Here you can toggle off any unnecessary emails and product notifications.\u00a0<\/span><\/li>\n
        3. The final step is the mobile app. There are two places you can control mobile app notifications. The first is from the Notification Center<\/strong> on your phone and the second is from within the HoneyBook app itself. From inside the app you can turn notifications off entirely by clicking Settings<\/strong> and toggling notifications off. From your phone\u2019s Notification Center<\/strong>, you can control how the notifications appear (banner, badge, etc.) or if they appear at all.<\/span><\/li>\n<\/ol>\n

          How to Clean Up Your Settings<\/b><\/h2>\n

          There are a couple features in your settings that you can customize to make your life easier and more organized. You might be aware of them already, but let\u2019s take the next five minutes to double check that make sure you\u2019ve got everything set up the way you need it to be.\u00a0<\/span><\/p>\n

            \n
          1. Navigate to Company Settings <\/strong>via your profile picture in the top right corner of your HoneyBook account. Then select <\/span>Preferences<\/span><\/a> from the left-hand tab.<\/span><\/li>\n
          2. Here you can <\/span>customize your Lead Sources<\/span><\/a>, Project Types<\/strong>, and Project Details<\/strong>. Each of these are essentially smart fields that can pull the information your clients enters into your Contact Form. <\/strong>This includes the project details as well as payment schedules, contracts, and more. Customizing these and adding them to your Contact Form can save you a lot of time. It also ensures your HoneyBook account accurately reflects what it is you do, who your clients are, and how you like to work with them. <\/span><\/li>\n<\/ol>\n

            Putting in a little work now to set your settings up correctly will make it easier to understand where your leads are coming from later in the <\/span>Leads Report<\/span><\/a> or even just sending a contract to a new client.<\/span><\/p>\n

            For example, if you find yourself adding notes into every single project about a specific job detail, you might want to consider adding a custom Project Detail<\/strong> field for it instead.\u00a0<\/span><\/p>\n

            Or if you\u2019ve shifted gears a bit since the first time you created your <\/span>Project Types<\/span><\/a>, maybe it\u2019s time to get rid of some service categories you no longer offer. Simply click the Edit<\/strong> button to clean things up.<\/span><\/p>\n

              \n
            1. You might also want to consider adjusting the Payment Reminders<\/a><\/strong> towards the bottom of the Preferences<\/strong> page. Payment reminders can save you a ton of time and ensure you get paid on-time, every time!\u00a0<\/span><\/li>\n<\/ol>\n

              How to Clean Up Your Booking Process<\/b><\/h2>\n

              Are you still sending online contracts<\/a> and online invoices<\/a> separately? The HoneyBook proposal software<\/a> COMBINES your invoice and contract into one powerful booking file.\u00a0<\/span><\/p>\n

              This helps you save time and get your client\u2019s what they need, all in one place.\u00a0 You can even send at Proposal right from your phone! Did we mention the contract will even populate with the job specifics, customized services and payment schedule details? Yeah, it\u2019s that smart!<\/span><\/p>\n

                \n
              1. From inside any project click the <\/span>New File<\/b> button and select <\/span>Proposal<\/b>.\u00a0<\/span><\/li>\n
              2. Start from a blank proposal. Once you\u2019re inside the file you can start customizing the services and pricing this particular client is going to receive from you. Click <\/span>+ Add New Item<\/b> to open your drawer of <\/span>Package<\/b> templates. You can hover over any item to delete it via the trash can icon or click your cursor anywhere in the text or pricing to personalize even further.<\/span><\/li>\n
              3. Customize the payment schedule amounts and due dates to fit your business needs and that needs of your client.\u00a0<\/span><\/li>\n
              4. Finally, make sure the online contract<\/a> looks good to go. You can choose a different contract from your <\/span>Contract Templates<\/a><\/b> drop down menu.\"HoneyBook<\/span><\/li>\n
              5. Once that\u2019s settled you simply hit <\/span>NEXT: Review Email<\/b> and send it over to your client.<\/span><\/li>\n<\/ol>\n

                Feeling skeptical? You can hit the Client View<\/strong> button at any point to get a a preview of what your client will receive.\u00a0<\/span><\/p>\n

                Whether you\u2019re just getting started with your HoneyBook account or are a long-time member, we hope these tips and best practices will help you create (and maintain) a tidy workspace no matter what comes your way!\u00a0<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"

                It’s time for some spring cleaning! Follow these quick and easy steps to tidy up six areas of your HoneyBook account. Happy Spring from all of us at HoneyBook! We want to support you this season with some easy (read: quick) steps for tidying up your HoneyBook account so you can hit the ground running. […]<\/p>\n","protected":false},"author":445,"featured_media":76079,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[454],"tags":[74],"class_list":["post-32881","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-honeybook-how-tos","tag-honeybook"],"acf":[],"featured_image_urls_v2":{"full":["https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2021\/03\/Large-Blog-Header-Image_330591dfa3-1.png",1300,800,false],"thumbnail":["https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2021\/03\/Large-Blog-Header-Image_330591dfa3-1-150x150.png",150,150,true],"medium":["https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2021\/03\/Large-Blog-Header-Image_330591dfa3-1-300x185.png",300,185,true],"medium_large":["https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2021\/03\/Large-Blog-Header-Image_330591dfa3-1-768x473.png",768,473,true],"large":["https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2021\/03\/Large-Blog-Header-Image_330591dfa3-1-1024x630.png",1024,630,true],"1536x1536":["https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2021\/03\/Large-Blog-Header-Image_330591dfa3-1.png",1300,800,false],"2048x2048":["https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2021\/03\/Large-Blog-Header-Image_330591dfa3-1.png",1300,800,false]},"post_excerpt_stackable_v2":"

                It’s time for some spring cleaning! Follow these quick and easy steps to tidy up six areas of your HoneyBook account. Happy Spring from all of us at HoneyBook! We want to support you this season with some easy (read: quick) steps for tidying up your HoneyBook account so you can hit the ground running. Last year threw us all quite a few curve balls so it\u2019s probably safe to say getting organized wasn\u2019t exactly at the top of your priority list. That\u2019s why we think now is the time to carve out five minutes a day, over the next…<\/p>\n","category_list_v2":"HoneyBook how to's<\/a>","author_info_v2":{"name":"Mac Hughes","url":"https:\/\/hbb.dev.reliablepenguin.com\/blog\/author\/mac-hughes"},"comments_num_v2":"0 comments","yoast_head":"\nQuick Tips to Tidy up Your Account | HoneyBook<\/title>\n<meta name=\"description\" content=\"Ready for some spring cleaning? We have compiled some quick and easy steps to tidy up six key areas of your HoneyBook account.\" \/>\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.dev.reliablepenguin.com\/blog\/cleanup-you-honeybook-account\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Quick Tips to Tidy up Your Account | HoneyBook\" \/>\n<meta property=\"og:description\" content=\"Ready for some spring cleaning? We have compiled some quick and easy steps to tidy up six key areas of your HoneyBook account.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/cleanup-you-honeybook-account\" \/>\n<meta property=\"og:site_name\" content=\"HoneyBook\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/honeybook.co\" \/>\n<meta property=\"article:published_time\" content=\"2021-03-30T08:52:05+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2024-11-01T17:32:04+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2021\/03\/Large-Blog-Header-Image_330591dfa3-1.png\" \/>\n\t<meta property=\"og:image:width\" content=\"1300\" \/>\n\t<meta property=\"og:image:height\" content=\"800\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"Mac Hughes\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@honeybook\" \/>\n<meta name=\"twitter:site\" content=\"@honeybook\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Mac Hughes\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"10 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/cleanup-you-honeybook-account\",\"url\":\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/cleanup-you-honeybook-account\",\"name\":\"Quick Tips to Tidy up Your Account | HoneyBook\",\"isPartOf\":{\"@id\":\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/cleanup-you-honeybook-account#primaryimage\"},\"image\":{\"@id\":\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/cleanup-you-honeybook-account#primaryimage\"},\"thumbnailUrl\":\"https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2021\/03\/Large-Blog-Header-Image_330591dfa3-1.png\",\"datePublished\":\"2021-03-30T08:52:05+00:00\",\"dateModified\":\"2024-11-01T17:32:04+00:00\",\"author\":{\"@id\":\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/#\/schema\/person\/7f5eaef073a2ec617fa2c2cb593db0f4\"},\"description\":\"Ready for some spring cleaning? 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