You can think of a project as a job and the participant as the main client, so you can quickly add both with the app.
Before you begin
Consider reviewing your customize your project types, lead sources, and other project details fields to make sure they fit your brand.
Add a new project
Projects created on mobile will get added to your pipeline's Inquiry stage in case you return to HoneyBook on your computer.
From the bottom nav menu, select Create > select Project
Enter the project's details > select Next: add client to project
If you don't know all of the details now, you can add them later
Add your client to the project by either selecting an existing client or creating a new one
You'll get taken to the project workspace for the project you just created
You'll be able to send emails, create files, take notes, add more project details, and more while still using the app
Edit a project
If anything changes while you're away from your computer (like another client needs to be added to the project), you can also take care of that from the mobile app.
From the bottom nav menu, select Projects
Find and select the project you'll edit project details for
The project pipeline at the top of your screen can help filter the project list
When you're in the project workspace, select the triple-dot icon next to the project's name
Select Edit details
Make your changes to the project details
Select Save
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!