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Question

daily orders vs. "event" without email for client

  • January 22, 2024
  • 2 replies
  • 20 views
Carrie Crook

Is there a way to create an order for clients without needing an email?  I do daily floral orders for clients as well as events. I would love to be able to put my daily orders into HB and use just one system, but I always need an email to set up the order and add the client. I don’t need or want to have to get the email for every client for daily orders, nor will they always give me that information just for a daily floral order. (payment is most often cc by phone)  I know I can do an invoice going around this, but I want to be able to set up the order in the system and have it show up in my calendar and to do’s, timeline, etc… so it shows up with the events, for an accounting of jobs needing done and by when they need completed and delivered, but isn’t an “event”. (?)  Thank you
 

    2 replies

    Romey Hooper
    HoneyBook Employee
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    • Romey HooperHoneyBook Employee
    • HoneyBook Employee
    • January 29, 2024

    Hey Carrie! 

    Romey with HoneyBook’s Customer Success Team here! Happy to try and troubleshoot this with ya and maybe find a workaround that could work for you! 

    So, if I’m following correctly (and feel free to say I totally missed it, if I did haha) you’re looking for a way to track individual orders like someone called and wants a bouquet delivered on Friday for their parent’s birthday, as an example! But you don’t need to collect client info for all the daily orders you do, you just want to track the invoice info for your reports. If that’s the case and I’m tracking along with you, a potential workaround could be: 

    1. Create a project and title it “Daily Orders - MM/DD” (and maybe create a custom stage in the pipeline to keep all these daily order projects in)
    2. Instead of adding a client in, add in an email that belongs to you (not one associated with your account). 
    3. Create and Share/Send these invoices in that project so that the invoice data will be tracking in your report without you sending something to the client or requiring their contact info. 

    Does that make sense? Let me know what you think… 

    Romey, Customer Success
      Myaria LHS

      Add a generic project to your activity either buy day or by type and then do the invoices for them. You can use your work email or a throw away email but it must be valid or the system won't use it. 

       

      Then add your invoices as you get them by names or bouquets. 

       

      Hope this helps. I do this for leads generated by the task apps I use to get clients. 

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