Skip to main content
Question

Need Help with Merging Projects in HoneyBook for Wedding Venue

  • January 16, 2024
  • 4 replies
  • 51 views
The Gables and Gardens Team

Hi Everyone

I’m part of the team at a wedding venue, and we're currently using HoneyBook for managing client interactions. We have a bit of a unique challenge: Our website allows clients to book tours, which automatically creates a project in HoneyBook. We also have a separate contact form that, when filled out, creates another project. The issue is, clients often complete both, resulting in duplicate projects in HoneyBook.

Is there a way within HoneyBook to efficiently merge these duplicate projects, or perhaps a better workflow to avoid this duplication in the first place? I'm looking for solutions that still empower our clients to input their own details without us having to manually transfer information from one project to another.

Any advice or tips from your experiences would be greatly appreciated!

Thank you!

    4 replies

    Diana The Finer Points
    Luminary
    Forum|alt.badge.img+9

    Use a lead form - have both the scheduler and the questions you need for the contact form in one. It will accomplish both in one form and only create one project :) 

    Connect: thefinerpoints.co/contact || Free Client Journey Worksheet: https://finerpoints.myflodesk.com/client-journey
      Emerance Nkashama

      Were you able to figure this out at all? I’m having a similar issue, where I talked to the client in person/over text and wanted to move it over to honeybook. I created a project and client in honeybook and add the details they told me. However, I sent them an email through that project to fill out a questionnaire and schedule a consultation. They did, but it created a new project with the answers to the questionnaire and the scheduled appointment instead of the original project. 

      Cassie H of Premier Ops Spot
      Community Legend
      Forum|alt.badge.img+7

      I might need more info about your business before I can advise specifically, but it sounds like you absolutely need one entry point for these clients :) I would remove the automation that creates the Honeybook project from the website tour booking.

      Is the contact form ALSO for tour booking, or for another service?

      • If the same service, eliminate the automation and only offer the Contact form
      • If a different service, make that clearer on the website and/or on the Contact form what the service is for. 
      • If the same service (booking tours) but HB doesn’t have the functionality your website offers to be able to book the tour, you might need to adjust the automation or zap to eliminate duplicates.

      You may also want to consider the process you’re using in Honeybook. Remember that if you use a Lead form, it will always create a new project. If instead you use a Contact form that sends an email with next steps, it will keep everything in that one project.

      In this case, you may be able to…

      1. Change the Website tour bookings page to PRIVATE - maybe make the page NOT searchable / inaccessible / private, where people can only see it if you send it to them.
      2. Use the HB contact form (possibly embedded on your website) to collect the client’s info when they want to book a tour
      3. Create an automation where, after they fill out the contact form, you send an email with a link to the private booking link. 

      This way there is only one project, but you’re still leveraging the tools well. Does that make sense? Hopefully that helps!

      HB Pro | Process Optimization & Business Consulting
      Cassie H of Premier Ops Spot
      Community Legend
      Forum|alt.badge.img+7

      Were you able to figure this out at all? I’m having a similar issue, where I talked to the client in person/over text and wanted to move it over to honeybook. I created a project and client in honeybook and add the details they told me. However, I sent them an email through that project to fill out a questionnaire and schedule a consultation. They did, but it created a new project with the answers to the questionnaire and the scheduled appointment instead of the original project. 

      Did you send the Questionnaire via a Smart File or a Lead Form?

      HB Pro | Process Optimization & Business Consulting
      Terms & PrivacyCookie settingsAccessibility statement

      © 2025 HoneyBook Inc.