HoneyBook’s Scheduler tool is an extension of your HoneyBook Calendar, enabling you to schedule meetings 2x faster than normal. 

Instead of an endless back-and-forth of "when are you free?!" emails with clients, all you need to do is set your availability, then share a session. Clients can simply pick a meeting time that works for them from your real-time availability (you can even sync with your external calendar—Google, Outlook, or iCloud), as you sit back and watch the meetings roll in.

You can create any number of session types—various kinds of meetings—each with its own set of details, like durations, availability windows, and more, ensuring that you always know when (and for how long) those folks on the outside can book you. 

Create your session types based on common meetings you might schedule. These can be things that are specific to your business, like discovery sessions that always run 45 minutes, or, they can be more general, like 15-minute calls vs. 30-minute calls. 

Each session type will have its own set of details to customize, including: 

You can also get a bird's eye view of your availability for all sessions you've created in the Availability Overview. This simply allows you to see your week as a whole, and also offers a quick way to edit or add availability.

Once you've created a session, there are three ways you can share it to allow clients to schedule time.

Share a direct link

From your Scheduler dashboard, you can copy the session link for the session type you create. Once the link is copied, you can quickly share with leads or clients via email, text, or even post publicly.

Share a smart file with a scheduler block

Create and share a smart file that contains a scheduler block—allowing clients to select time for a session from your availability, from the file. You can even combine the scheduler block with other pieces of content and actions (think: an invoice for clients to pay for their sessions, questions to gather info about what clients are looking for, and more), to further streamline your business process.

Share a lead form with a scheduler block

Create and share a lead form that contains a scheduler block—allowing anyone to select time for a session from your availability.

When someone views your session scheduling, they’ll see a calendar with your real-time availability.

When your client has filled in all the requested information (email, name, etc.) and confirmed their appointment, the session will be added to their calendar and they'll receive an email confirmation.

→ What you see: Once your client has confirmed their appointment, the session will automatically be added to your HoneyBook Calendar and you'll receive an email notification to make sure you’re in the loop.

If your client already has an active project or projects (any pipeline stage before "Completed") with you in HoneyBook under the same email they enter for their session, the newly-scheduled session will be added to their most recently-created project. Otherwise, a new project will be created for the session.

As with any tool, this varies from business to business—but we do have a few ideas.

Create session types for any type of meeting, session, or event you might schedule regularly, and that generally has similar attributes. 

For example, if you're a photographer, you might create the following session types with these details:

Discovery call

Private consultation

Engagement shoot

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!