We know your time is valuable. That’s why HoneyBook makes it easy to manage your precious minutes with our Calendar tool, which can show you project dates, meetings, and upcoming payments. It can even integrate with your external calendar (Google, Outlook, or iCloud) or Zoom Account to keep all your events and meetings in one place!
To get to your Calendar, click Tools, then Calendar.
What’s visible in your calendar
Once you’re in your HoneyBook Calendar tool, by default, you’ll be able to see everything that’s going on in your HoneyBook account, such as:
Booked projects (projects that have a signed contract, or that have received at least one payment)
Scheduled meetings (whether or not they’re associated with projects)
Tentative projects (projects that are not yet “booked”)
Your team’s projects
Upcoming payments
Your time zone
Change your calendar's time zone
Change your calendar's time zone
Your calendar's time zone is based on your location (for example, if you're located in Los Angeles, your time zone will be set to PDT/PST). You can change what time zone your calendar appears in, but this won't change the time zone for your account. Choosing a different time zone will shift your scheduled sessions according to the new time zone.
1. From your calendar, select the time zone drop-down menu.
2. Select which time zone you want your calendar to use.
📚 Tip
Projects that don’t yet have dates associated will not show up in your Calendar! Make sure to add your event dates/project due dates, when available, by editing the projects’ details.
You can choose to toggle the visibility of things like tentative projects or payments—as well as HoneyBook team members' calendars and your integrated calendars—on or off by clicking the calendar names in the left-side menu.
📚 Tip
You can also adjust the calendar colors for projects, meetings, and payments. Learn how here.
Clicking a calendar event, whether it's a meeting, project, or payment, will display more details about that particular event, and allow you to pop right over to the associated project or payment. Or, if you've clicked a calendar event you've scheduled yourself, you will see more details about the event and can edit or delete it.
If you’ve integrated your external calendar, you’ll also see any events that have been scheduled there push right to your HoneyBook Calendar (if you have your settings set up to do so). To double check the integration settings, click the gear icon that appears when you hover over the calendar header in the left sidebar.
📚 Tip
While this integration enables you to see your own HoneyBook meetings and projects in your external calendar, you will not be able to see team member's HoneyBook events in your external calendar, even if you have their calendar toggled on in HoneyBook.
Scheduling a new calendar event
Calendar events can be associated with projects, in which case you’ll also be able to see the event (and any subsequent scheduling updates) noted in the activity feed of the project. However, your calendar events can also be scheduled independent of a project!
✅ Note
Your session times will use the time zone set in your company settings. If your sessions are consistently using the wrong time zone, you may need to update them.
Schedule a new calendar event from within your calendar
1. From your HoneyBook Calendar, find and click the day on which you’d like to schedule a calendar event.
2. Select Create a Meeting.
3. Enter the details of your meeting, such as the title (eg: Check-in call with Alan; Gallery Walkthrough; etc.), start and end times, meeting type, and description.
4. If you've selected a meeting type that allows you to enter more information (in person, phone call, or video call), enter any additional info that you have.
In person: allows you to add a physical address. Clicking/tapping an address on your computer or mobile device will open the location in your device's maps app, so you can easily get directions to the meeting.
Phone call: allows you to add a contact phone number. Clicking/tapping the phone number on your computer or mobile device will allow you to call, text, or start a FaceTime, depending on the device you're using.
Video call: allows you to choose between Google Hangout, Zoom Meeting or "Other" to link to the video chat. You can either paste a custom link into the link field or use the auto-generated link that pops up. Clicking the video chat link will open the video chat on your device.
📚 Tip
Need to access/start a meeting from your mobile app? Here's how!
5. If you’d like to associate this calendar event with a project, you can either:
Create a brand new project by typing the new project name into the Project field and clicking Add project
Find an existing project by typing the project name into the Project field
6. When you’re ready, click Schedule!
Running into issues with time zone consistency? Check out some troubleshooting tips here!
Schedule a new calendar event from within a project
1. From your HoneyBook home page, navigate to the project for which you'd like to schedule a meeting.
You can search for a specific project via the search icon, or select the Projects tab to review your full list of projects.
2. Once in the project workspace, click the Schedule button.
3. Select Meeting to schedule a calendar event related to this project.
📚 Tip
If you'd rather check out your full schedule first, select Go to calendar instead! Then, follow the instructions above to schedule an event from your calendar.
4. Enter the details of your meeting, such as the title (eg: Check-in call with Alan; Gallery Walkthrough; etc.), start and end times, meeting type, and description.
5. When you’re ready, click Schedule!
You should now see a notification in this project's activity feed for the new meeting, and, of course, it will be added to your full calendar!
And remember, your clients can schedule meetings with YOU, too! Just create a few session types from the Scheduler tab in your Calendar. Session types allow you to create the framework for various kinds of meetings, sessions, or events you might schedule regularly—things like intro calls, check-ins, mini-sessions, design consultations, business coaching calls, and more.
With each session type, all you need to do is set the details and your availability and share a session direct link or share a smart file with a scheduler block with anyone who might want to book time with you. Then, clients can simply pick a meeting time that works for them from your real-time availability—and the meeting magically appears on your Calendar!
Editing a scheduled calendar event
To edit or delete a scheduled calendar event:
1. Locate the event in your Calendar, and click to open the details.
📚 Tip
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.
2. To delete the calendar event, simply click Delete. To edit the details, click Edit.
3. Make any necessary changes and click 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.
3. From here, start writing your note. This note will automatically save as you write it.
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!