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Schedule a meeting from within a project
Schedule a meeting from within a project

How to schedule a session from within a project

Updated over 2 weeks ago

Instead of creating a new calendar event from scratch, you can use one of your pre-made session types as a starting point when scheduling from a project. This eliminates the need to re-add session details, descriptions, instructions, and lengths.

  1. Use the search bar or go to the Projects tab to find and open the project that you'll schedule a meeting for

  2. Next to the project participants, select Schedule > select the session type

  3. Adjust the session details as needed > select Schedule

  4. Decide whether the project participants should receive an email notification for the meeting

From here, the meeting will be added to your HoneyBook Calendar, as well as tracked within the project itself.

If you need to make changes or view more details, locate the meeting from the Only visible to you section of the project > click View. Doing so will open the meeting in your HoneyBook Calendar.

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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