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.
How to access the client workspace
There are 3 ways to access the workspace:
Where to access | How to access |
Contacts page |
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Search bar |
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From a project |
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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.
Click + Add to project
Or, click the plus (+) sign next to an existing project
Enter the project name
Click Add to Project
Create a new file
Click Create File > select a file type (or Custom)
Find or create the project through which you’ll send the file
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
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
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
From the Communication tab, click into the Send email field to open the email composer
If the lead or client is added to multiple, select the project that you'd like to send the email through
Only projects that the lead or client is added to with the client role will appear in the project drop-down
You can choose to either:
Reply to the most recent email sent in the corresponding project, which will keep the same subject line and create an email thread
Or, select start a new message to create a new email thread
You can now enter and edit your message, including:
Edit the subject line (if you’ve selected start a new message)
Insert an email template
Format your email to your liking
Insert a link
Add a smart field
Insert a session link
Add your email signature
Click Send when you're ready
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!