Пікірлер

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  @nancyramosphoto3 сағат 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

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  @alexroda18Күн 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!!

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  @jessicaremmey85872 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?

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  @DesertPlume2 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?

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  @DaSilvaLife2 күн бұрын

  Get our FREE project management template from the ClickUp Community Center here: dasilvalife.com/free-project-management-template

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  @lylaparry39172 күн бұрын

  It appears the link isn't working. "Site can't be reached" appears.

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  @leeboone7077Сағат бұрын

  @@lylaparry3917 Getting the same error too

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  @mandomc_designs3 күн бұрын

  Yes please.

• 
  @xultimax105 күн бұрын

  I’m not seeing the option to group by custom fields. Any advice?

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  @DaSilvaLife3 сағат 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 😄

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  @madisonsheehy55715 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.

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  @JessicaSearcy-pm8rv6 күн бұрын

  Hey there! You say you can asd a contract to the lead form, but how?

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  @DaSilvaLife3 сағат 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!

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  @jefffairchild185414 күн бұрын

  i don't see automate button on top right like yours, how do i get that to be there?

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  @DaSilvaLife4 сағат 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.

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  @thulisilemuthle15 күн бұрын

  Very informative thank you so much for the walk through.

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  @DaSilvaLife13 күн бұрын

  I'm glad it was helpful! Thank you!!

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  @des763815 күн бұрын

  Thanks DaSilva! signing up for HB and this was great.

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  @DaSilvaLife13 күн бұрын

  You're welcome! 🙌

• 
  @DaSilvaLife16 күн бұрын

  Download your FREE Project Management ClickUp Template here 👉🏼 www.dasilvalife.com/free-project-management-template

• 
  @javannakimberly18 күн 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.

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  @DaSilvaLife16 күн бұрын

  Glad you enjoyed it! Thanks 😊🙌

• 
  @benzobianco22 күн 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?

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  @DaSilvaLife4 сағат 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 😊

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  @DaSilvaLife23 күн бұрын

  Download your FREE Company Calendar ClickUp Template here 👉🏼 www.dasilvalife.com/free-company-calendar-template

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  @marinegaspard664117 күн 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.

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  @marinegaspard664117 күн бұрын

  Nevermind it just took a minute to load lol

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  @DaSilvaLife27 күн бұрын

  Download your FREE Meeting Management ClickUp Template here 👉🏼 www.dasilvalife.com/free-meeting-management-template

• 
  @conniewise744028 күн 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

• 
  @DaSilvaLife23 күн бұрын

  Currently it is not, you need to search for the project and find the invoice that way.

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  @DaSilvaLife29 күн бұрын

  Need help with ClickUp? Contact DL here 👉🏼 www.dasilvalife.com/. Need help with Asana? Contact Jenna here 👉🏼 thriveonline.ca/

• 
  @AdrianneEager29 күн 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?

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  @DaSilvaLife23 күн бұрын

  I am so glad my videos are helpful to you! Unfortunately right now, you can only schedule meetings one at a time.

• 
  @tekauma529 күн бұрын

  So easy to follow your video - thanx for this!

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  @DaSilvaLife24 күн бұрын

  Glad it was helpful! Thank you!

• 
  @lexisrodriguez5284Ай 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! :)

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  @DaSilvaLife29 күн бұрын

  Thank you!!! I'm so happy about that! 🙌

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  @Chibaby764Ай бұрын

  But how can you have someone pay for just one appointment. Not attached to a project.

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  @DaSilvaLife23 күн 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.

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  @jamesf.jordan2683Ай бұрын

  Very nicely done

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  @DaSilvaLifeАй бұрын

  Thank you very much!

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  @sylviarojas2123Ай 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? 😅

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  @DaSilvaLifeАй 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.

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  @sameermishra3598Ай бұрын

  In clickUp can we setup hierarchal views? As in I have a different view, my reporting manager has different view of dashboard and can see my tasks and our founder has access to both of our tasks and his dashboard is different?

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  @DaSilvaLifeАй бұрын

  For sure! You can set up different dashboards and different views for team members depending on the data you want them to see. Now this does not necessarily mean the data is private. For example, if you want to keep data secure for certain team members, then you will want to make the list, task, folder, etc. private. So essentially when creating views or dashboards, the members will only see what they have access to. Hope that helps!

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  @sameermishra3598Ай бұрын

  @@DaSilvaLife Oh got it, thank you so much! We have a headcount of 60 and are confused among clickup, notion, Asana, or Microsoft Loop (as we already have Office 365 and clickup seems a bit expensive)

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  @DaSilvaLifeАй бұрын

  Ready to get started with HoneyBook? Contact DaSilva Life here 👉🏼 www.dasilvalife.com/contact Want to go all in on Dubsado? Contact Rachael Mueller here 👉🏼 heyrachael.com/contact

• 
  @amber.mensahАй бұрын

  Thank you so much! I have been searching for an SOP library template that will work for me!

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  @DaSilvaLifeАй бұрын

  Glad I could help! 😊🙌

• 
  @wpreevesАй бұрын

  Love the way you talked this through slowly and carefully. Made it so easy to follow. Thank you!

• 
  @DaSilvaLifeАй бұрын

  So glad! Thank you!!

• 
  @SaraiRogers-pj8pxАй бұрын

  This was very helpful! I do have a question though. I think I saw in the payment process that you could change the number of sessions per payment. So could I have a client make a payment for every two sessions and then the scheduler would only let them schedule the next two sessions until they made to next payment? My package would be set up: 3 payments for 6 sessions/ 6 payments for 12 sessions

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  @DaSilvaLifeАй бұрын

  Great question! So for the new "service based scheduling" your client can only schedule one session at a time. So they would need to book and pay for every individual session. Here is a help article: help.honeybook.com/en/articles/8891130-adding-services-with-scheduling

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  @veeToriahАй бұрын

  I could find the widget function or has it been disabled?

• 
  @DaSilvaLifeАй бұрын

  They changed the names of "widgets" to "cards" they're the same thing!

• 
  @dina_sorrenti_artАй бұрын

  I’ve been bingeing your videos! I asked my parents to split the cost of your ClickUp course with me as a birthday gift and they said yes. I usually ask for art supplies but this is something I’ve been dying to do for months but couldn’t afford. I’m so excited! I just need my dad to deposit the money in my account and I’ll be purchasing it 😍🙏🏻

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  @DaSilvaLifeАй бұрын

  Dina!!! You made my day 🫶. I am beyond excited to welcome you into the Systems School Community. And Happy Birthday! 🥳

• 
  @IWTBFOYАй бұрын

  Wow you are absolutely amazing thank you for sharing

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  @DaSilvaLifeАй бұрын

  Thank you! Glad to hear that!!

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  @timjasperАй бұрын

  Unfortunately you can only select one clickup space at time currently. My tasks are spread across multiple clickup spaces. If they can allow an 'all spaces' view then Morgen is the clear leader in this type of tool. Akiflow is probably better for now.

• 
  @offscriptcopywritingАй бұрын

  Have you tried Motion? I'd love to see a video on integrating ClickUp with Motion, if possible! Great video, as always :)

• 
  @timjasperАй бұрын

  Motion don't integrate to other task managers. They want to be your actual task/project manager. Unfortunately they have a long way to go in the development of their task/project features.

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  @offscriptcopywritingАй бұрын

  @@timjasper thank you, that makes sense!! I use ClickUp to run my Copywriting Studio (and love it) but want automated scheduling, so I’m thinking something like Reclaim AI might be a better fit for me

• 
  @DaSilvaLifeАй бұрын

  I am happy you liked the video! :sorriso_pequeno: I have not tried motion, but it's honestly quite expensive in my opinion. Not sure I will try it out just yet!

• 
  @user-ve6yh8vo4wАй бұрын

  Do you offer one-on-one tutorials for users who have never used Honeybook? I'm most interested in utilizing the scheduler tools, email marketing tools, and automation for drip marketing campaigns... which I really need schooled on those as well.

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  @themarketingplannersАй бұрын

  thanks for sharing and putting this out there. I was trying to automate and making the materials while making the automation and that was so wrong. The beginning of your email got me action plans I needed to start with before anything

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  @DaSilvaLifeАй бұрын

  Ohhh I'm glad it helped! 🙌😊

• 
  @releasedtoshineАй бұрын

  Thank You! Greatly appreciate it.

• 
  @DaSilvaLifeАй бұрын

  Happy to help 🙌

• 
  @DaSilvaLifeАй бұрын

  Download your FREE SOP Management ClickUp Template here 👉🏼 www.dasilvalife.com/free-sop-library-template

• 
  @laylazulkefley5727Ай бұрын

  can clickup generate charts or graphs based on our documents uploaded?

• 
  @DaSilvaLifeАй бұрын

  Unfortunately that's not available currently. But feel free to always drop or upvote feature requests here: clickup.canny.io/

• 
  @claireberry4589Ай бұрын

  I’d love to know how you were able to create those lighter color blocks for time blocking that your dropping tasks into.

• 
  @DaSilvaLifeАй бұрын

  Those are imported from my Google Cal! You can see how I made them in this video here: kzread.info/dash/bejne/pot_urCbaNO9iKQ.html

• 
  @zakariaelouАй бұрын

  The music is disturbing

• 
  @DaSilvaLifeАй бұрын

  Hey! Thank you for your feedback!

• 
  @elisatedaldi251Ай бұрын

  Great video Kristi! Would love to learn more about the booking page and the beta automation feature 🤩

• 
  @DaSilvaLifeАй бұрын

  Thank you!!

• 
  @MsSunshine1469Ай бұрын

  Leads forms are now of “clients” tab

• 
  @DaSilvaLifeАй бұрын

  Thank you for the heads up, I'll check it!

• 
  @morgen2728Ай бұрын

  Thanks for this rich walkthrough Kristi. We love how well Morgen and ClickUp fit together.

• 
  @AdamLundquistАй бұрын

  Great video!

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  @DaSilvaLifeАй бұрын

  Glad you enjoyed it!

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  @DaSilvaLifeАй бұрын

  Ready to start using Morgen now? ✅ Sign up for your free trial here!: www.dasilvalife.com/try-morgen

• 
  @melvinsalasАй бұрын

  15€ per month? A little expensive, isn’t it?

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  @sexybizzsystemsАй бұрын

  Question: Is that project portal document just a Google doc? Does Zapier send that back to Honeybook or does your project manager merge it back over once completed? Do you use this document in place of a questionnaire?

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  @DaSilvaLifeАй бұрын

  It is a Google Doc! For our specific project type, we found this to be most efficient since our team and our client's team need to collaborate on this doc. It's easiest to keep it in G-Drive now until HoneyBook has easier collaboration. But if it's just you and you just collab with one client, it's easier to have it in HoneyBook.

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  @JoshToonen2 ай бұрын

  🙌🙌

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  @DaSilvaLifeАй бұрын

  🙌

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  @TheHouseofPages2 ай бұрын

  What happens if someone is gone for vacation for a few weeks? Is there a way to move all dates easily? Or does it ruin the entire process? Thanks!

• 
  @DaSilvaLifeАй бұрын

  Great question! So right now, unfortunately, there is no way to avoid this and you can't block off someone being assigned on certain days. Even weekends. BUT good news is they are working on this! You can check the status of this feature here: clickup.canny.io/feature-requests/p/skip-weekends-when-scheduling-rescheduling-tasks