What happens when you archive a project?
What happens when you archive a project?
When you archive a project it is no longer active in your project pipeline:
The project will be hidden from your main pipeline
Clients will no longer receive automated messages, payment reminders, or any other communication from your HoneyBook account
Any automated or recurring payments that were previously set up will be stopped
All files within the project will expire, meaning you can still access them but no further action can be taken by you or your clients
The project will be removed from the active stages of your project pipeline
The project date (or date range) will be removed from your HoneyBook Calendar and any external synced calendars
Outstanding payment information will be removed from your Payments
What happens when you unarchive a project?
What happens when you unarchive a project?
When you un-archive a project, it becomes active again in your project pipeline:
All previously-sent files will remain expired, but you can manually un-expire specific files if you want your clients to still take action on them
You can create and share new files
Clients can make payments within the project, specifically on any invoices you've un-expired
Any automations that were active in the project will be completely removed
What happens when files are unexpired?
What happens when files are unexpired?
Reactivating a smart file will allow your clients full access again, and enable them to complete any actions that still need to be finished.
Smart files with invoices
To reactivate a smart file with an invoice, automatic payments and reminders will resume. You have two options when reactivating:
Edit the smart file before reactivating and re-sharing
Reactivate without making any changes
If your smart file had payments, especially if they were set for autopay, please carefully review the payment schedule before reactivating. Invoices with automatic payments will immediately process any overdue autopay payments upon reactivation. If you don't want these payments to process immediately, make sure to edit the payment schedule before reactivating.
Smart files with contracts
Both you and your client will be able to add signatures to the file (if not previously added).
Smart files with service selections or questions
If not previously submitted, clients will be able to make selections/answer questions and submit.
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!