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Find and use the client workspace
Find and use the client workspace

Learn how to manage your leads and clients from the client workspace, like viewing their client worth, making notes, or sending a message.

Updated over 2 months ago

The client workspace offers a centralized place to track and manage activity with a specific lead or client. You can view all email communication, all client payments, create and send files and emails for that contact, and add new projects.

This view is available for clients and leads in your contacts list. It is not available for project collaborators or team members.

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How to access the client workspace

There are 3 ways to access the workspace:

Where to access

How to access

Contacts page

  1. Click Clients > Contacts in your top navigation bar to find your full list of contacts

  2. Click a contact’s name in the list to open their client workspace

    1. You can also add a new client/lead and save the contact details

      1. Once saved, you’ll be directed right to the client workspace

Search bar

  1. Search for a client in the search bar

  2. Click the contact’s name to open their client workspace

From a project

  1. Click on a project participant icon in a project workspace

  2. Select Go to client workspace

What you can view and manage

View contact history

For leads and clients you’ve already started working with, you’ll be able to view all past and current projects from the client workspace, as well as the client’s full email and payments history across all projects.

This makes it simple to get a full picture of your history with this lead or client, and keep a pulse on where the relationship currently stands.

Start working with new leads

For a new lead, you can use the client workspace view to quickly add them to or create their first project, or create the first email or file—then come back to the workspace any time to continue managing the relationship.

View client worth

From the client worth widget, you can view the value of all of the client's projects, including payments from archived projects.

View and add contact notes

View previous, or add new, notes for the contact. These notes are visible only to you.

Create a new project

Your lead/client will automatically be added as a participant to the project you create, so you won’t need to add their details again.

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  1. Click + Add to project

    1. Or, click the plus (+) sign next to an existing project

  2. Enter the project name

  3. Click Add to Project

Create a new file

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  1. Click Create File > select a file type (or Custom)

  2. Find or create the project through which you’ll send the file

    1. If you’re looking to add the file to an existing project, the search will only display projects in which the lead/client is already a participant

    2. If creating a new project, the lead/client will automatically be added as a participant to that project, so you won’t need to add their details again

  3. Click Create File

Edit contact details

Click the pencil icon next to the contact name to make any changes to the lead or client’s information.

Send an email

  1. From the Communication tab, click into the Send email field to open the email composer

  2. If the lead or client is added to multiple, select the project that you'd like to send the email through

    1. Only projects that the lead or client is added to with the client role will appear in the project drop-down

  3. You can choose to either:

    1. Reply to the most recent email sent in the corresponding project, which will keep the same subject line and create an email thread

    2. Or, select start a new message to create a new email thread

  4. You can now enter and edit your message, including:

    1. Edit the subject line (if you’ve selected start a new message)

    2. Insert an email template

    3. Format your email to your liking

    4. Insert a link

    5. Add a smart field

    6. Insert a session link

    7. Add your email signature

    8. Attach files or images

  5. Click Send when you're ready

    1. Or, schedule the email to send at a later date

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!

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