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Adding multiple clients to a project

  • August 29, 2024
  • 1 reply
  • 17 views
Devon McWilliams

Hi,

Typically when I deal with a wedding couple I do most of my email interaction with just one person instead of both of them. And typically the  Groom is not as involved last the bride so I don't usually get his email info and I don't want to bother him with so many emails.   How can I enter in is name as an additional client on the project without having to enter his email.  This would help the auto insert names on contracts.

 

Thanks!

Devon

Best answer by Masha Z

Hi @Devon McWilliams!

What I’d recommend doing is to add Groom’s name as a custom project field, here’s how to do that. You can then connect it to your contract as a smart field (it should come up under project fields) - making it editable by the client in case there are any typos - and to your original intake survey where the Bride can fill it out herself, so you don’t have to touch that field 🙌

However, for cases where you do want to add the Groom to your communication (or the mother of the Bride - which, as practice shows, can happen!), you can use related workspaces to create different feeds within the same project.

I hope this helps!

    1 reply

    Masha Z
    HoneyBook Employee
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    • Masha ZHoneyBook Employee
    • HoneyBook Employee
    • Answer
    • August 29, 2024

    Hi @Devon McWilliams!

    What I’d recommend doing is to add Groom’s name as a custom project field, here’s how to do that. You can then connect it to your contract as a smart field (it should come up under project fields) - making it editable by the client in case there are any typos - and to your original intake survey where the Bride can fill it out herself, so you don’t have to touch that field 🙌

    However, for cases where you do want to add the Groom to your communication (or the mother of the Bride - which, as practice shows, can happen!), you can use related workspaces to create different feeds within the same project.

    I hope this helps!

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