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Question

Why is Client 2 info still not exporting?

  • October 8, 2024
  • 3 replies
  • 16 views

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While the client 2 smart field  update is great progress, it still does not solve my problem.

 

I’m trying to export the second client’s name/email/phone to a google spreadsheet without having to manually enter it.

 

Currently, I have to click “add participant” and manually type in the second client’s name, email, phone for this information to be exported even though the client can also already entered this info in the lead capture form and contract. I just ran a test and I’m still having this issue.

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3 replies

  • October 9, 2024

Hey there!

 

Adam from HoneyBook here. To confirm, are you hoping to have a 2nd client created when someone fills in a lead form or contact form?

 

Example: John Smith fills out a lead form, and the lead form has a section for a 2nd client that is also added as a participant. John Smith fills in info for Mary Smith, and Mary Smith is added as the 2nd client in the project.


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Ultimately, the end result that I’m looking for is this:

  • Once a client books, I’d like the second client’s name/email/phone to be exported to my master spreadsheet (google form/airtable via zapier).

Currently, the only way to do this is for me to manually ‘add another participant to the project’ and mark them as the second client. It seems that second client smart fields and second client participants are separate and not the same thing- which does not make sense to me.


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I don’t really mind how the end result is achieved. Whether it’s through a lead contact form or contract or proposal or whatever.

 

I actually think it would be easier to just allow zapier to pull the information from the smart fields rather than the participant’s info. But that’s just my two cents.