While adding a Project to HoneyBook, one of the first few things you’ll need to decide is the Project Date for the specific job you’re adding. When it comes to using HoneyBook as a non-event business, one of the more common questions is around Project Dates and how to use them.
In this article we’ll cover:
How event businesses should use Project Dates
For those in the event industry, Project Date should feel like a very familiar variable to define; it's the day the event will take place.
If you are dealing with an event that runs the course of several days, you’ll want to give your event a start date and/or time, and an end date and/or time.
How non-event businesses should use Project Dates
For those in the non-event space, the instinct is typically to leave project date as TBD or to put a start and end date associated with the project to showcase the length of time you'll be working with the client.
Unfortunately, neither of these are the recommended use for Project Date when dealing with your non-event jobs.
How Project Date Impacts Your Account
So why shouldn’t you leave the date as TBD or add a start and end date for a long-term project in HoneyBook?
To mark the Project Date as TBD leaves you without a point of reference for the length of time you'll be working with a client and leaves your calendar open and therefore doesn't give you much visibility into the jobs you're working on or their timing.
So what is the best way to indicate the timing and dates of the project you're working on?
As a best practice, your Project Date should be the anticipated end of working with a client. This will ensure HoneyBook functions as intended for you.
For example: If you have a 3 month contract with a client, rather than marking start date as the day they sign and end date as 3 months later, simply mark the Project Date as the end date of 3 months out.
Another example: If you provide some kind of deliverable or set due dates for yourself to deliver your services, that date you anticipate deliverables to be completed and sent should be your Project Date.
What this will do is allow you to see what things are high priority or coming up, right from your Project Pipeline. The Project Date is one of the columns visible from your Pipeline, which means you can click that column to immediately see Projects in any given stage, or across all Projects you're working on, with the most near date.
You can imagine how this will help you prioritize your workload!
If you decide to use Project Date to track the end of your contracts with clients, this will now show you when a client's contract is about to expire so you can follow up with them to extend it.
Better yet, Project Date is one of the variables you can use to control your Automations. That means you can tell HoneyBook to automatically send an email, or just remind you to send the email, to follow up with clients who's contracts are about to expire and prompt them to continue service.
So if you use Project Date to track due dates for deliverables or other services, you'll be able to easily and quickly see what's coming up so you never miss a deadline.
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!