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Fill out form on behalf of client

  • January 18, 2024
  • 2 replies
  • 26 views

Shauna Jackson
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Hi.

 

Can we give contact forms an option to be filled out by HB user instead of client?

 

I have a contact form that I may not always want to be filled out by the client yet it still needs to be in the file. I would like to able to complete form myself.

 

It depends on if I go to a client or if they come to me, my workflow is different. 

 

 

2 replies

MultiVersed
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  • Newcomer
  • March 27, 2024

This would be a plus for me too! I usually have to do a video meeting/session to walk through quotes and proposals with my older clients, and it’d be great to help by filling in their responses for them. Right now, I have to show them how to navigate and where to find things, then hope they remember when we exit the video meeting...which sometimes doesn’t happen.


Monica R
HoneyBook Community Team
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  • HoneyBook Community Team
  • May 20, 2024

Hi! 

This is a feature that is currently available for smart files. You can build your contact form as a smart file and input answers on behalf of your clients. Here is a help center article on exactly how to do this :) 

Cheers!