Skip to main content

Schedule a meeting from within a project

How to schedule a session from within a project

Updated over a week ago

Use one of your pre-made session types as a starting point when scheduling from a project, or create a new meeting from scratch. All meetings are 1:1 and cannot be scheduled with multiple participants—only the first client project participant will be included in the invite and get notifications. This behavior cannot be adjusted.

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

  2. From the project workspace, select Schedule. From here, either:

    1. Select the existing session type > adjust the session details as needed > select Schedule

    2. OR, select + Create meeting > enter the meeting details > select Schedule

  3. Choose if you'd like to notify the attendees by email or schedule without notifying

    1. If you choose Notify by email, only the first participant on the project will receive the session confirmation email

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

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!