Viewing and managing the client workspace

How to view and manage activity with leads and clients from the client workspace

Updated over a week 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 (completed, upcoming, or overdue), create and send files and emails for that contact, and add new projects.

💡 Projects help you keep job-specific details, files, and invoices organized.

Client workspaces give you an overview of a specific lead or client's history with you. They help you manage the specific ongoing client relationships that are crucial to many businesses.

📣 Note

The client workspace view is available only for clients/leads in your Contacts list. It is not available for project collaborators or team members.


How to access

You can find client workspaces from several places.

From the Contacts tab

Click the Contacts tab in your top navigation bar to find your fill list of contacts.

You can open an existing client workspace by clicking the contact’s name in the list.

📚 Tip

Remember, you can use the search bar or filter options to quickly find the contact you’re looking for!

You can also add a new client/lead and save the contact details; then, you’ll be directed right to the client workspace.

📣 Note

The client workspace view is available only for clients/leads in your Contacts list. It is not available for project collaborators or team members.

From the search bar

Search for a client in the search bar > click the contact’s name to open the client workspace.

From a project

Click on a project participant icon in a project workspace > Go to client workspace.


What you can view & manage

From the client workspace view, you can:

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

To create a new project with the lead or client from the client workspace:

1. Click + Add to project, or the plus (+) sign next to an existing project.

2. Enter the project name, then click Add to Project.

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

Create a new file

To create a new file for the lead or client from the workspace:

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

2. 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.

3. Click Create File.

Edit contact details

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

Send an email

To send an email for the lead or client from the client workspace:

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.

📣 Note

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 reply to the most recent email sent in the corresponding project, which will keep the same subject line and create an email thread; or, you can select start a new message to create a new email thread.

4. Now, enter your message. You can:

📣 Note

At the moment, first client first name is the only dynamic field available for emails. The field will populate with the first client participant's first name after the message is sent.

5. Click Send when you're ready (or schedule the email to send at a later date).

What will show in the Communication tab

*What will not show in the Communication tab

All previous email communication sent in all projects that the lead/client is added to (with some exceptions*)

X Emails sent in projects in which the lead/client is added as a collaborator

X Emails sent in projects from which the lead/client has been removed as a participant

X Inquiry email from lead form or contact form

X Session notifications and reminders


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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