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One Client - Monthly Project (work around?)

  • January 30, 2025
  • 6 replies
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Matt Price

I know that you can’t set up recurring projects but what is the best work around for clients that I work with on a monthly basis? 

I see two solutions but maybe there is something better:

  • After the project date I can reschedule the project for the next month.
    • I assume this will update the calendar with the new date and send a notification to the client?
    • Am I able to send a new invoice and/or a new contract in the same project this way?
  • Create a new project for repeat client for each month, creating a new contract and invoice each time. 

A feature for recurring projects or even duplicating projects would be a nice addition 👌

 

 

Best answer by Matthew Eriksen

Hey ​@Matt Price — when I work with folks in a monthly retainer capacity, I keep all files and communication within one project. You can send as many invoices, contracts, etc. as you need within that workspace.

My recommendation is to create a proposal (invoice, contract, etc.) where the invoice section is $X/mo set to recur on autopay — that way you don’t have to think about it and neither does your client.

I would not keep changing the project dates as it just makes your calendar messy (in my opinion).

You could create separate projects but it may just be messy. For my as a brand designer I will make a different project if the scope is different:

Sample use case for different projects for same client

  • Web design project (Jan–Mar)
  • Retainer coaching (monthly)
  • Flyer design (random project in April)

    6 replies

    Matthew Eriksen
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    • Matthew Eriksen
    • Community Legend
    • Answer
    • January 30, 2025

    Hey ​@Matt Price — when I work with folks in a monthly retainer capacity, I keep all files and communication within one project. You can send as many invoices, contracts, etc. as you need within that workspace.

    My recommendation is to create a proposal (invoice, contract, etc.) where the invoice section is $X/mo set to recur on autopay — that way you don’t have to think about it and neither does your client.

    I would not keep changing the project dates as it just makes your calendar messy (in my opinion).

    You could create separate projects but it may just be messy. For my as a brand designer I will make a different project if the scope is different:

    Sample use case for different projects for same client

    • Web design project (Jan–Mar)
    • Retainer coaching (monthly)
    • Flyer design (random project in April)
    HoneyBook Pro Matthew | Brand Designer & Business Coach | goodbrandpartners.com
      Matt Price
      • Matt Price
      • Author
      • Newcomer
      • January 30, 2025

      Hey ​@Matthew Eriksen Thanks for getting me all the feedback here. Much appreciated. 

      I am new to it and trying to get everything read for a February launch!

        Matthew Eriksen
        Community Legend
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        Happy to help! Best of luck with you Feb launch, ​@Matt Price 🎉

        HoneyBook Pro Matthew | Brand Designer & Business Coach | goodbrandpartners.com
        Matt Price
        • Matt Price
        • Author
        • Newcomer
        • January 31, 2025

         ​@Matthew Eriksen  Sorry I have a follow up here. I realized you can add more dates within a single project but it doesn’t appear that those dates sync with my calendar. 

        When I work with monthly clients its onsite work so I need those times to be blocked off every month so someone else can’t book there.

        See attached photos. 

        I guess I have to enter those manually on my calendar?

         

         

        Matthew Eriksen
        Community Legend
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        Great question, ​@Matt Price. Yes, you can add more dates to the project details. However any additional dates added have no connection to the Calendar, no Automations. They simple act as a point of reference, perhaps as a timeline or things of that nature.

        For monthly retainer clients, I would have them schedule those dates using a Session link, or you can manually schedule it in their project.

        I used to do this for an organization I consulted with. They worked with me monthly, kept them and their files in on Project, and then each month would schedule the date(s) I was going to be at their office for via the Schedule button. That way it blocks off and sends reminders.

        Does this help??

        HoneyBook Pro Matthew | Brand Designer & Business Coach | goodbrandpartners.com
          Matt Price
          • Matt Price
          • Author
          • Newcomer
          • January 31, 2025

          Yes. Ultimately I think I will just make a new project for each month because its going to happen that way for clients who use the self services scheduler link on my website. This will keep all the incoming projects consistent. 

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