Hello,
I just moved to Honeybook. I have a personalized gift and promtional product business and I would like to be able to display a project tracker in the client portal - simular to how UPS shows the milestones of when package is shipped. I’ve seen this done in Launchbay and in HubFlo.
Is there a way to do this in Honeybook?
+4
A few workarounds people use are:
• updating clients through the project pipeline stages internally
• using task lists or notes as manual progress updates
• creating a “project status” Smart File/page that gets updated along the way
• or using bookmarks/buttons in the portal to guide clients through the next steps
So while you can communicate milestones within HoneyBook, there isn’t currently a native UPS-style visual tracker built into the client portal experience itself. 💛
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