If you’ve ever booked a project months ago and can't remember the details spread across files, notes, and emails; let AI prepare you with a recap sent 5 days before the project date. These AI-generated recaps include action items, discussed services, payment details, open questions, tasks, and more; so you can go into projects ready to put your best foot forward.
We'll cover how to access and use project recaps below.
Adjust project recap settings
By default, project recaps are turned ON for your account. If you need to disable or re-enable this setting, here's how:
Hover over your profile photo in the bottom left corner of your screen > select Company settings
Select HoneyBook AI
Toggle Project recaps ON or OFF
Access project recaps
5 days before the project dates for your booked projects, you'll receive a notification that a project recap is ready. Project recaps are delivered via email and accessible via project notes. There are a few different ways to access project recaps
When a project recap is ready, the note will be delivered directly to the project owner's email inbox.
Notification center
As soon as a project recap is ready, the project owner will receive a notification (under the bell icon in the top right corner of your screen). Click on the notification to be brought straight to the note.
Project
Search for and open the associated project
Under the Activity tab, select View project recap
Mobile push notification
Once a project recap is ready, you’ll receive a mobile push notification. Click on the notification to be brought straight to the note in your HoneyBook mobile app.
FAQ
What projects will I receive project recaps for, and when?
Project recaps are sent 5 days before a project date, for projects that meet all of the following criteria:
Active project (not archived or deleted)
Booked project (contains at least one payment made or signature)
Contains content (at least one email, note, file, contact form submission, and/or lead form submission)
Project date added under the project details
Note that if a project start and end date are added, the project recap will be sent 5 days prior to the project end date (not the project start date).
What's the client experience like with project recaps?
Clients will not receive notifications about project recaps and cannot see them. However, if you want to share the note with a client, you can do so by turning on the option in the top right corner of the note.
Interested in learning more about how HoneyBook AI help you work smarter, not harder? Check out our Academy course, "How can HoneyBook AI save me time?"
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!