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Question

What is considered "Booked?

  • February 14, 2024
  • 5 replies
  • 34 views

Kathy Geffen
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I am trying to understand how to build Honeybook integrations with Zapier. 

I don’t understand what is considered a booked date? 

Is it a contract sign? 

A payment received? 

Does it have to be one or both contract and payment?

5 replies

Sandra Henderson
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If you’re using the “New Project Booked” event in Zapier, it will zap your chosen info when a proposal is signed or a retainer is paid. There are descriptions under each option when you’re in the builder

 


Kathy Geffen
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  • Author
  • Newcomer
  • February 15, 2024

Where, though?  I choose New Project Booked and it does not give me an option to choose either retainer paid or agreement/proposal signed.   It’s just both, and it does not consistently trigger the flag for me.  

 

  1.  Is agreement/proposal signed the actual CONTRACT being signed?
  2. and for Retainer Paid - is that an actual PAYMENT in Honeybook or a MARK AS PAID if they pay me by check?  

 

 


Kathy Geffen
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  • Author
  • Newcomer
  • February 15, 2024

What is mean is --- what event in Honeybook actually triggers these?  It’s not clear to me if a manual payment counts as retainer paid (I’d like it to) or the actual contract signed…… Or both?  

 

I have some cases where it’s just the contract.  

I have some cases where it’s both the payment and the contract. 

 

 

 

Thanks.  


Megan Curtis at Calypso Studio
Explorer
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I still don’t understand the difference in Booked when it comes to payments. It’s incredibly confusing if you have monthly recurring invoices. 


Sandra Henderson
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@Kathy Geffen with this action, my understanding is that it’s either payment or contract, it doesn’t matter which, and I don’t think there’s a way you can set it to be just contract signed or just retainer payment accepted. That being said, the retainer payment will be considered the retainer regardless of if it’s paid by credit card or if you manually input the payment yourself.