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Question

Integration of Client-Based Cloud Storage Subscriptions in HoneyBook?

  • June 18, 2024
  • 1 reply
  • 13 views
A
  • Anonymous

I am currently refining how backup solutions are offered to my clients, specifically the integration of cloud storage options. My goal is to offer cloud storage as a subscription service linked to the client's profile, covering all their projects, rather than charging per project. This approach will prevent repeat clients from being charged multiple times for the same service.

Here are the backup solutions I provide:

  1. 30-Day Free Deletion - Standard offering where project files are deleted after 30 days unless another option is selected.
  2. Hard Drive Delivery - One-time delivery of files on a hard drive.
  3. Cloud Storage Subscription - Monthly or annual subscription options to keep files accessible and secure.

These options are typically presented at the final stage of each project during the wrap-up phase.

Could you provide guidance on how to set up a recurring subscription for services like cloud storage within HoneyBook that can be managed client-wise and not project-wise?

    1 reply

    Masha Z
    HoneyBook Employee
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    • Masha ZHoneyBook Employee
    • HoneyBook Employee
    • June 20, 2024

    Hi @Dean Russell,

    I love your business model and that’s a great question. At the moment, invoices and payments are tied up to projects, not clients. You can access and review them through the client workspace, but ultimately, they live under projects. 

    If this is an important functionality for you, I’d recommend submitting it in the Product Ideas space - explaining why it’s important and how it would benefit your business. Our product team is watching that space very closely, so this will help them understand your use case and therefore prioritize their roadmap accordingly.

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