Communicating with your Contractors on Events

Hi @Kerry Lynn ! Honeybook Educator here. The answer to your question really depends on how involved these contractors are in your business.  Are they regular enough contractors that you’d consider them part of your company, for example? Or do you pull from a variety of referrals that change frequently?

One way to do this would be to add your contractors to your team inside honeybook. One catch: They cannot have their own Honeybook account. Then you can add them to the projects they’re hired on for.

There’s no automation for this, but you can also add contractors to the projects they are hired for, and you can communicate with them in a “related workspace” (this is a workspace you add from the right sidebar of a project space to communicate with other vendors or contractors. You can actually add them to a workspace regardless of whether they’re on your HB “team” or not.

Also, Honeybook is rolling out a *NEW* Finance feature that is super amazing! I have the Beta right now, and you WILL be able to pay them directly from Honeybook - best part? NO. FEES. :) They just need to have a bank account in America and be willing to share the account info with you so you can do the transfer. Again, right now, it’s manual, but better than paying for payroll or doing it outside honeybook. The other thing you’ll LOVE about this is you can charge these payments directly to a project, so you can see your profit or loss for each of them :) It should be rolled out in the Spring.

If you wanted to automate this a little more, I’d recommend creating a Zap into something like an Airtable base, where you track all the project details, tasks, etc. Here is where you’d assign different proejcts or events to a particular contractor, and you can set up email automations, etc. to go to that particular vendor regarding the event, which can even create google calendar events for you.

Either way, you may want to consider creating a specific Google calendar with all your events. You can then add your vendors to their events individually. (If you add them to the Honeybook project, you’d communicate that it’s their responsibility to add the event to their own calendar. If you go the Zapier > Airtable route, I believe you could have a specific automation that Creates the event on your Event calendar, then sends them a calendar invite for that particular event.)

Let me know if this makes sense! I do offer consulting hours if you’d like some more specific guidance!