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@DaSilvaLife 7 сағат бұрын
Let's streamline your agency's operations together 🚀 www.dasilvalife.com/contact
@DaSilvaLife Күн бұрын
✨Here is the link to our free meeting management ClickUp Template: shorturl.at/CTPOZ
@DaSilvaLife 2 күн бұрын
DL ClickUp Template Shop 🚀 www.dasilvalife.com/shop
@PodtasticAudio 3 күн бұрын
Thanks for this amazing info - I've been using HoneyBook for 2 years I need help redesigning it for multiple types of clients
@ElizabethHerreraBorja 3 күн бұрын
is it possible to automate the status change of a subtaks based on another subtask? So, if subtaks 1 changes to done, then subtaks 2 changes to ready.
@stephaniekingdesigner 3 күн бұрын
Between Honeybook, Dubsado, and Bonsai, which has the best visual design customization for typography, colors, text alignment, form styles, etc?
@stephaniekingdesigner 3 күн бұрын
Between Honeybook, Dubsado, and Bonsai, which has the best visual design customization for typography, colors, text alignment, form styles, etc?
@allthingsdataonline 6 күн бұрын
Why not keep these folders or branding assets in clickup? I will be having clients add links and docs branding etc in their overview section
@humblehelp 8 күн бұрын
Getting a Monday ads on a click up video is always gold LOOL Click up! 🚀
@DaSilvaLife 8 күн бұрын
Definitely gotta give them kudos for their marketing efforts 🤣
@DaSilvaLife 8 күн бұрын
Let's streamline your agency's operations together 🚀www.dasilvalife.com/contact
@innovativemarketingagencyLLC 8 күн бұрын
Love this video, Thank you for putting it together. Do you have any Clickup Virtual Help you recommend? Lol. How long does it take to get onboarded and get staff and clients up to speed with Clickup?
@DaSilvaLife 6 күн бұрын
Thank you for your kind words about the video! We’d love to help you with ClickUp. You can reach out to us via our website for more information on our training and ClickUp support services www.dasilvalife.com/contact. As for getting onboarded and bringing staff and clients up to speed with ClickUp, it can vary based on your specific needs, but we typically see a smooth transition within a few weeks with the right support. If you have more questions, feel free to ask!
@mrmadness-v3l 9 күн бұрын
I really tried to like this and use it for notetaking, however there is no copy and paste format option or format painter 😞😞
@TrevorRappleye 9 күн бұрын
Wow very helpful
@DaSilvaLife 9 күн бұрын
Thank you!
@micakes2948 10 күн бұрын
Im starting my business journey with honeybook and your my bible 😊😂thank youuu
@DaSilvaLife 9 күн бұрын
You're so welcome! 🙌
@yasseryassin8258 12 күн бұрын
really good content thank you
@DaSilvaLife 9 күн бұрын
Glad you enjoyed it!
@jo3li5m 14 күн бұрын
This is a really grate template, thank you for sharing all this hard work for no cost. its really appreciated!
@DaSilvaLife 13 күн бұрын
You're very welcome! Thank you!
@user-usman786siyal 14 күн бұрын
Wow, this was incredibly insightful! Thanks for showing how Zapier can transform the onboarding process-so helpful and time-saving!
@DaSilvaLife 13 күн бұрын
Glad it was helpful! Thanks!
@benzobianco 14 күн бұрын
More great tips! I am currently building my spaces on ClickUp. Whats the best way to contact your team? Through your website or DM? Thanks in advance.
@DaSilvaLife 13 күн бұрын
Hey! You can fill out the form we have here: www.dasilvalife.com/contact 🙌
@og5466 14 күн бұрын
Hi question, how to turn off the edit history of the doc if the guest is in view only? Thank you in advance
@dawei227 15 күн бұрын
This was extremely helpful! Thanks so much :)
@DaSilvaLife 13 күн бұрын
I'm so glad! Thank you! 😄
@simsdigital 15 күн бұрын
Thank you for this video!
@DaSilvaLife 13 күн бұрын
Happy to help! 😊
@DaSilvaLife 15 күн бұрын
ClickUp can be your best friend when you’re scaling your business - you just have to know how to make it work for you! Feel free to explore the entire Template Vault we have for you here: www.dasilvalife.com/systems-school/clickup-template-vault
@deek4468 16 күн бұрын
Thank you! I watched this until the end. Maybe skipped a couple times but watched the majority. Really helpful!
@DaSilvaLife 13 күн бұрын
Glad you enjoyed it! 🙌
@naimabooth5937 17 күн бұрын
Yes, please
@TriniMan47 19 күн бұрын
I am currently looking into a document management system for my organization where i could manage large company file and in some cases audio files. Is ClickUp an option
@DaSilvaLife 6 күн бұрын
I would recommend using cloud storage for this and then integrating that platform with ClickUp.
@nancyramosphoto 20 күн бұрын
NO contracts can be attached to LEAD FORMS as an automation as in the SCHEDULER AUTOMATED SYSTEM. It is an additional step on our side and additional step on our client's side too. So annoying how this is not a smooth transition. Or have you figured out another way? Please share
@alexroda18 21 күн бұрын
Hello Kristi!! The content you share is spectacular :) Could you make a video explaining different scenarios with clients regarding access and permissions in ClickUp based on your experience? For example, you mentioned that with this client, you only want to share a task view, so you just share the link. What would you do if you want to share the task view, a dashboard, and the Gantt view? Or if you want the client to be able to modify or add tasks? Thank you!!
@jessicaremmey8587 22 күн бұрын
Re: 6:05 Are you able to embed the lead form similarly to how contact forms are on your own website? Or do you have to send them a link to the form?
@DaSilvaLife 6 күн бұрын
Yes!! You can now embed lead forms 🥳 When you're on the lead form, click the share button on the top right corner, then you will find the embed code.
@DesertPlume 23 күн бұрын
I'm not getting the formatting bar when I hover over text. Is there a different way to format the text within a content block?
@DaSilvaLife 6 күн бұрын
Not that I know of! It sounds like a bug to me. You can always chat with HoneyBook support in the bottom right corner of your screen where you see the question mark icon. They can look into it for you!
@DesertPlume 6 күн бұрын
@@DaSilvaLife Thank you! Yes, it was a bug and HB got it worked out 🙂.
@DaSilvaLife 23 күн бұрын
Get our FREE project management template from the ClickUp Community Center here: dasilvalife.com/free-project-management-template
@lylaparry3917 22 күн бұрын
It appears the link isn't working. "Site can't be reached" appears.
@leeboone7077 20 күн бұрын
@@lylaparry3917 Getting the same error too
@mandomc_designs 23 күн бұрын
Yes please.
@xultimax10 26 күн бұрын
I’m not seeing the option to group by custom fields. Any advice?
@DaSilvaLife 20 күн бұрын
Hey! When you click the "Group" button you will need to choose the custom field by name. So let's suppose you created a custom field named "Phase." You'll need to select Group by Phase in order for it to work. Hope that makes sense 😄
@madisonsheehy5571 26 күн бұрын
Hi! This video was so helpful! Thank you!! Do you utilize ClickUp as a CRM ever? If so, do you have a template that you recommend? I have used Asana for a few years, but interested in the features ClickUp offers, especially since it is a more cost-effective option. We currently use FollowUpBoss (real estate specific CRM), but looking into what sort of tool provides a mix of CRM + project management.
@JessicaSearcy-pm8rv 27 күн бұрын
Hey there! You say you can asd a contract to the lead form, but how?
@DaSilvaLife 20 күн бұрын
Hey! You will need to connect an automation to the lead form to automate the send of a contract as soon as the lead form is submitted. You can check more about how to connect an automation here: help.honeybook.com/en/articles/8204056-how-to-connect-lead-forms-and-automations Hope that helps!
@jefffairchild1854 Ай бұрын
i don't see automate button on top right like yours, how do i get that to be there?
@DaSilvaLife 20 күн бұрын
Hey! 😄 Since ClickUp has been updated since this video, you might see an "Automations" button at the top right once you are inside a space, a folder, or a list.
@thulisilemuthle Ай бұрын
Very informative thank you so much for the walk through.
@DaSilvaLife Ай бұрын
I'm glad it was helpful! Thank you!!
@des7638 Ай бұрын
Thanks DaSilva! signing up for HB and this was great.
@DaSilvaLife Ай бұрын
You're welcome! 🙌
@DaSilvaLife Ай бұрын
Download your FREE Project Management ClickUp Template here 👉🏼 www.dasilvalife.com/free-project-management-template
@javannakimberly Ай бұрын
This was very helpful! Thanks for taking the time to show us the backend with the pros and/or cons of both. Both platforms seem to be amazing.
@DaSilvaLife Ай бұрын
Glad you enjoyed it! Thanks 😊🙌
@benzobianco Ай бұрын
Great video Kristi! Is there a way to integrate ClickUp the details from the google calendar when you have a meeting set up with a client?
@DaSilvaLife 20 күн бұрын
Hey! Yes :) To do that you will need to integrate Google Calendar with ClickUp to sync your meeting details and you can check here how to do that help.clickup.com/hc/en-us/articles/6336507264663-Google-Calendar-syncing Hope that helps 😊
@benzobianco 16 күн бұрын
@@DaSilvaLife Awesome - thanks!!!
@DaSilvaLife Ай бұрын
Download your FREE Company Calendar ClickUp Template here 👉🏼 www.dasilvalife.com/free-company-calendar-template
@marinegaspard6641 Ай бұрын
The template is not importing on my end 🥲, After selecting what space area I want it, it redirect me to a white clickup screen, and when i refresh the template is not imported.
@marinegaspard6641 Ай бұрын
Nevermind it just took a minute to load lol
@DaSilvaLife Ай бұрын
Download your FREE Meeting Management ClickUp Template here 👉🏼 www.dasilvalife.com/free-meeting-management-template
@conniewise7440 Ай бұрын
Hi - Is it possible to retrieve an invoice just by the invoice number alone? How would I go about doing that? Thanks in advance
@DaSilvaLife Ай бұрын
Currently it is not, you need to search for the project and find the invoice that way.
@DaSilvaLife Ай бұрын
Need help with ClickUp? Contact DL here 👉🏼 www.dasilvalife.com/. Need help with Asana? Contact Jenna here 👉🏼 thriveonline.ca/
@AdrianneEager Ай бұрын
Hi Kristi, I am a coach and your videos are SO valuable! Do you know if there is a workaround to have the client self-schedule multiple sessions (i.e. book a weekly time slot and then if the client needs to reschedule they can own that). I have only seen the client can repeatedly schedule 1 offs which is tedious for a weekly coaching session offering that spans many weeks/months. Any ideas?
@DaSilvaLife Ай бұрын
I am so glad my videos are helpful to you! Unfortunately right now, you can only schedule meetings one at a time.
@tekauma5 Ай бұрын
So easy to follow your video - thanx for this!
@DaSilvaLife Ай бұрын
Glad it was helpful! Thank you!
@lexisrodriguez5284 Ай бұрын
You have no idea how helpful this was. I'm in the beginning stages of building the foundations for my business and you are now my go to HoneyBook expert! :)
@DaSilvaLife Ай бұрын
Thank you!!! I'm so happy about that! 🙌
@Chibaby764 Ай бұрын
But how can you have someone pay for just one appointment. Not attached to a project.
@DaSilvaLife Ай бұрын
You can use a lead form! Lead forms are essentially a public smart file so you can send someone the file without them having an active project.
@jamesf.jordan2683 Ай бұрын
Very nicely done
@DaSilvaLife Ай бұрын
Thank you very much!
@sylviarojas2123 Ай бұрын
Hi there! I just issued my first refund and don’t know how to cancel the remaining balance/project. How do I do that? 😅
@DaSilvaLife Ай бұрын
Hey! There is a "stop recurring" button that you can press, and if you expire the file then it will shut off the payments. Hope that helps! You can always chat with HB support through the chat in the bottom right corner as well and they can double-check that everything is turned off for you.