Whenever a client would like to schedule a meeting, book a session, or anything else that requires your time, all you need to do is share a session direct link or share a smart file with a scheduler block, both of which will reflect your real-time availability. You can even sync with your external calendar (Google, iCal, or Outlook), to make sure all availability is taken into account.
Then, your client can pick a time that works for them within the working hours you've defined, with no danger of double-booking... and without the endless "when are you free?!" back-and-forth
Your clients' experience with a session direct link
Once a lead or client has access to your scheduling link, here's the flow they'll experience:
Clicking the scheduling link will open a calendar view, allowing your client to select a date for their meeting or event.
The calendar view will open to the current month, regardless of your availability
Clients can toggle to another month, if they prefer
Dates with no available time slots will appear as greyed out and will not be clickable
Upon selecting a date, your client will see the available time slots
They can select a time that works, then click Continue
Then, they'll be prompted to provide their name, email, and phone number—as well as any notes or comments they may have—before clicking Schedule
A confirmation page (that you can customize) will appear to let them know that their session has been successfully scheduled. They'll also be able to reschedule, cancel, or add the session to their calendar from here (if you've allowed cancelling and rescheduling in your session type setup)
Clicking Reschedule will return them to the calendar view to select an alternate time slot
You and your client will both receive emails confirming the new time
Clicking Cancel will prompt them to enter a reason for cancellation, and confirm that they'd like to cancel
You and your client will both receive emails confirming the cancellation
Clicking Add to calendar will take them through the standard adding to calendar flow
The client will receive a session confirmation email, and the meeting will be automatically added to their calendar.*
📣 Note*
If your client uses Outlook for their calendar, the meeting won't be automatically added to their calendar. However, all your clients have the option to manually add the meeting to their calendar from the confirmation page.
If the client uses Google Calendar, the session will only be automatically added to their calendar if you've had previous interactions with them. For first-time communication, the client will need to indicate they know you in the session confirmation email in order for the meeting to be added to their Gcal.
Your clients' experience with a scheduler block in a smart file or lead form
When a client receives a smart file or lead form that includes a scheduler block, they can select their desired time from your session availability, from any device.
If you’ve toggled Client must schedule session ON, the client will be required to schedule a session before proceeding. Otherwise, they can choose to schedule a session, or not, before continuing on.
If you've toggled Client must pay to reserve session ON, their session will not be confirmed until they submit payment.
Whenever a client schedules via smart file or lead form, they'll receive a session confirmation email and the meeting will be automatically added to their calendar.*
📣 Note*
If your client uses Outlook for their calendar, the meeting won't be automatically added to their calendar. However, all your clients have the option to manually add the meeting to their calendar from the confirmation page.
If the client uses Google Calendar, the session will only be automatically added to their calendar if you've had previous interactions with them. For first-time communication, the client will need to indicate they know you in the session confirmation email in order for the meeting to be added to their Gcal.
What notifications will my client and I receive during the scheduling process?
You and your client will both receive:
Email confirmations upon successfully scheduling a session
Email reminders for upcoming meetings (if you've turned that setting on)
Email confirmations upon successfully rescheduling a session
Email confirmations upon successfully cancelling a session
Your client will also receive:
SMS reminders for meetings (if you've turned that setting on)
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!