Andy and I are so excited for the new Workflow feature in Honeybook! We’ve been eagerly anticipating the release, so we jumped at the chance to be in the beta group and test out this new tool. If you’re a creative business owner and wondering how to set up workflow for your business, here’s a quick video tutorial to walk you through our set up.
Tips for setting up workflows in Honeybook:
- Planning is the key! List out all the steps that you plan to include in your workflow. Andy and I sat down and listed out ALL the steps we take with our couples from the time they book through a year after their wedding (there’s a lot!)
- Pre-build all your templates including questionnaires, emails, etc. This is the most time consuming part of set up, but once the templates are done they will save you a TON of time!!
- Build once, build right. If you get to the end of your workflow and realize you forgot a step at the beginning, there’s currently not a way to reorder items without deleting the previous items. The amazing team at Honeybook is working on fixing this as I type, and it should be fully ready within a couple weeks. For now, you can avoid this by simply planning out all your steps before hand in a simple spreadsheet or document.
- Manage all your tasks in Task Management. This is the tab where you’ll be able to view ALL the tasks from all your events.
Thanks Honeybook team for all your work on making this happen!