Project types are... well, exactly what they sound like: types of projects!
First, let's define projects: projects in HoneyBook represent your jobs. Therefore, project types help you define the categories of jobs or clients you take on, or the types of services you offer.
Since we know that your business is constantly growing and changing, project types can be customized at any point. You have the option to add (up to 17 custom options), remove, and set your default project types.
In this article, we'll cover:
Customizing your project types
To customize your project types:
1. From any page, click your profile photo in the top right corner of your screen.
2. Select Company Settings from the menu.
3. Select the Preferences tab.
4. In the Project Types section, click Edit.
5. Edit your project types! You can:
Click + Add project type and enter the title to add
Hover over an existing project type and click the pencil icon to edit
Hover over an existing project type and click the trash can icon to delete
Hover over an existing project type and select Set as default to set the project type as the default—meaning every new project will be set to this type, unless you or a client select otherwise (HoneyBook Tip: Once a project is created, you can always adjust its project type under the Project Details tab!)
6. Click Save when you're finished.
Now, you'll see your updated list of project types when adding a new project, assigning automations, and more.
Why project types matter
There are two main ways in which projects are added to HoneyBook: either a client fills out your contact form, or you manually add a new project. When manually adding a project, you can select the project type from a drop-down list.
When your client fills out your contact form, they can select their own project type from a drop-down list, which will in turn label the project in HoneyBook. To set this up, all you have to do to is select the Project Type question from the Suggested questions in your contact form.
Once you have some projects in HoneyBook, you can filter your pipeline stages to view projects grouped by project type in alphabetical order. This can help you prioritize your projects, easily jump between similar jobs, and clean up your pipeline. Organization, simplified!
Another way you'll find value in using project types is when it comes to automating your clientflows. Automations allow you to send pre-determined sequences of emails and files to clients. You can segment automations by project type, allowing you to come up with unique sequences of steps that are tailored to specific project types.
How different industries use project types
You might be wondering how other businesses in your industry set up their project types. The first question to ask yourself is: does it make more sense to categorize my projects by clients, pricing, or services?
Here are some examples of how folks organize their work through custom project types:
A venue's project types might list: "Wedding," "Birthday Party," "Corporate Event," etc.
Or, if they're exclusively a wedding venue, their project types might instead list: "Gold Package," "Silver Package," "Bronze Package," etc.
A business coach might list their project types as: "3 month coaching," "6 month coaching," "9 month coaching," etc.
A graphic designer might list their project types as their services: "Web Design," "Logo Design," Branding Guide," etc.
Essentially, the most common ways we see members use their project types is defining their projects by:
Clients (client type a, client type b, etc.)
Pricing (package a, package b, etc.)
Services (service a, service b, etc.)
Want to learn more?
Still have questions? Feel free to send us a message by clicking the Question Mark icon on any HoneyBook page. Our team is always happy to help!