Growing Your Business, Lesson 1: Setting Up for Business Growth
Section 5: Customizing lead sources & Project types


Creating custom Project types and lead sources allows you to accurately track the kind of business you're doing and where that business is coming from! It's a quick and easy—but incredibly useful!—way to customize your HoneyBook account to best suit your business.



In this section, we'll review:





Customizing Project Types


Project Types are... well, exactly what they sound like: types of Projects! In HoneyBook, you can quickly categorize everything you're working on as a particular kind of Project—a caterer might include "Wedding," "Birthday Party," and "Corporate Event," for example—which helps you understand your business even better. You’ll even be able to use Project Types to trigger things like automated Workflows specific to that type! We'll learn more about Workflows in Lesson 3. 


And since we know that your business is constantly growing and changing, Project Types can also be customized to suit the needs of the day: you have the option to add, remove, or change anything. That way, you can easily categorize all the awesome stuff you're working on.




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 existing Project Types and click the pencil icon to edit
  • Hover over existing Project Types and click the trash can icon to delete

6.  Click Save Changes when you're finished.



Now, you can choose from your brand new list of Project Types when you're creating a Project—more on that in the next lesson!






Customizing lead sources


Leads can come from anywhere—social media, organic online searches, word of mouth—so customizing your lead sources is crucial to understanding exactly where your business is coming from and which channels are working best for you.

HoneyBook comes with a set of common lead sources to get you started, but you can also add your own and remove some of ours. Once your leads are the way you want them, you can include them as options in a Contact Form, which lets your customers choose how they heard about you, or manually update the source within a Project's details. We'll learn more about Contact Forms in Lesson 3. 


To edit your lead sources:

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.  Next to Lead Sources, click Edit.

5.  Edit your sources to include or exclude whatever makes the most sense for you!

  • Click Add Source and enter the source name to add
  • Hover over an existing source and select the Pencil or Trash Can icon to edit or delete

 

HoneyBook Tip: Sources with the Lock icon next to them cannot be edited or removed.

6.  Click Save Changes.


Once you've started categorizing, you can check out your Leads Report in HoneyBook— it will help you better understand where your clients are coming from!



In the next section, Adding Your Bank Account Info, we'll finish our setup overview by learning how to save your bank account information. That way, HoneyBook can deposit client payments directly into your account!








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!

Did this answer your question?