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How to use your HoneyBook Calendar
How to use your HoneyBook Calendar

An overview of what your HoneyBook Calendar has to offer—and how to manage it!

Updated over a week ago

HoneyBook simplifies time management with the Calendar tool. It effortlessly displays project dates, meetings, and upcoming payments. It can also integrate seamlessly with external calendars (Google, Outlook, or iCloud) or your Zoom Account, ensuring all your events and meetings are consolidated in one place.


Get to your calendar

From the top nav menu, select Tools > select Calendar.

From here, you can schedule a new calendar event, edit events in your calendar, and add notes to a session that's n your calendar.


Schedule a meeting on your calendar

Calendar events can be associated with projects. In this case, the event (along with any scheduling updates) will be visible in the project's activity feed. However, calendar events can also be scheduled independently of projects.

If you're running into issues with time zones, learn more about the problem and how to fix it.

  1. From the top nav menu, select Tools > select Calendar

  2. Select the day you want to add an event to > select Create meeting

  3. Enter the meeting details > select Schedule

    1. If you're scheduling an in-person meeting, you can add the physical address meeting will be hosted at

    2. If you're scheduling a phone call, you can add the phone number that will initiate the call

    3. If you're scheduling a video call, you can add the Google Hangout or Zoom Meeting meeting link (or any other video conferencing link)

    4. Learn how to access and start a meeting from the HoneyBook mobile app

  4. Decide if this meeting should be linked to a project

    1. If it should, select which project will be linked to the meeting > select Connect to Project > decide if the invitees should get an email invite for the meeting

    2. If it shouldn't, select No Related Project

  5. If needed, select Schedule

To give clients the option to schedule meetings with you, create session types in your calendar's Scheduler tab. These session types allow you to set the framework for different kinds of regular meetings, such as intro calls, check-ins, design consultations, and more.

Once you've created a session type, provide the details and your availability. You can then share a direct link to the session or a smart file with a scheduler block. Clients can easily select a meeting time from your real-time availability, and the meeting will automatically be added to your calendar.


Edit or delete meetings from your calendar

If you associated the calendar event with a project, clicking the link in the Meeting Scheduled activity feed notification will take you to the correct day on your calendar as well.

  1. From the top nav menu, select Tools > select Calendar

  2. Select the meeting you want to edit or delete

  3. If you're editing a meeting, make your changes > select Update


Add notes to a calendar session

To prepare for a future meeting or get your notes saved from a session you just finished up, add notes to a meeting via the calendar. Notes created here will also appear in the project workspace linked to the meeting as well as the client workspace.

  1. From the top navigation menu, select Tools > select Calendar.

  2. Select the calendar session you’ll add a note to > select Add a meeting note.

From here, start writing your note. This note will automatically save as you write it.

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These notes will now be available for review whenever you review this session’s details. Notes added via the calendar will automatically be linked to the meeting and the meeting’s linked project.

📚 Tip

Any notes created in the project or client workspaces that were linked to a meeting can be accessed from the calendar. To get to the note via the calendar, select the meeting, then select the note.

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!

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