HoneyBook’s Scheduler tool is designed to help you stop the email ping pong and schedule meetings with leads and clients faster. With scheduling, you’ll create custom session types, predetermining things like meeting length, instructions, and availability. Then, your leads and clients can simply pick a time—from your real-time availability and within the hours you define, that also works for them—via the session you share with them. You can even sync with your external calendar (Google, iCal, or Outlook), to make sure all availability is taken into account!
Every session type will have a unique session link, so you can share them in different places; and, of course, how best to share will vary from business to business!
PLEASE NOTE: This article covers sharing your session direct links—which you can copy and share via any channel you'd like. If you prefer to have clients schedule through your smart files, you can—which will also allow you to combine multiple steps of your process together into single powerhouse documents (think: service selection, scheduling, payment, and more!). Check out this article for more on using smart files for scheduling.
In this article, we'll review:
How to find and copy your session direct link(s)
1. From your HoneyBook home page, click the Tools menu.
2. Select Scheduler.
3. Here, you'll see any session types you've already created. Locate the session type you'd like to share and click the link icon.
This will copy the link to your clipboard, so you're ready to start sharing! If you'd like to preview your client's view of the session link before you share, just click the eye icon instead.
Sharing a session link via a project's activity feed
Sharing a session link through an email in a project's activity feed is a great, quick way to get a meeting set up with a client you've already started communicating with!
When you send a link this way, the meeting will automatically be associated with this specific project, and your client will be able to skip the step of entering their contact information when scheduling (since you'll already have that in the project)!
To send a session link via a project's activity feed:
1. From your HoneyBook home page, navigate to the project in which you'd like to share a session link.
You can search for a specific project via the search icon, or select the Projects tab to review your full list of projects.
Need to create a new project for a client? Learn how here.
2. Once in the project's workspace, make sure you're in the Activity tab.
3. Follow the steps to create a message in your activity feed.
4. To add a session link to your message, click the insert session link icon.
5. Select the session type you'd like to share.
6. Add the display text that will direct to your session link.
7. Click Insert.
8. Send your email when you're ready!
Adding a session link to an email template
Adding a session link to an email template (or different links to different templates!) just makes life easier. Instead of needing to craft a new email each time you need to send your link, just set it up once and quickly insert it into communications whenever you need!
And even better, you can use those email templates in your automations to save even more time—which we'll look at in the next section!
To add a session link to an email template:
1. Follow the steps to create a new email template and add the language you need.
2. Place your cursor wherever you'd like to add your session link, and click the insert link button in your formatting toolbar.
3. Enter your display text (the text that will be hyperlinked), and copy your session link into the link field.
4. Click Save.
Now, you can quickly send this session link out by selecting this template when emailing a client through a project's activity feed, or add this template to your automations!
Adding a session link to an email in an automation
Automations allow you to automate tasks in your project's lifecycle, sending out emails or certain file types at the cadence of your choice. You can also set up an automation that responds to an inquiry coming in via your contact form—a perfect time and place to share a link to your availability!
HoneyBook Tip: You can also send smart files containing scheduler blocks through automations, if you prefer clients to schedule through your files and not via session direct link.
To add a session link to an automation:
1. Follow the steps above to add a session link to an email template.
HoneyBook Tip: Make sure the language of this email template makes sense for when you'd like it to be sent; for example, if your automation will send this email immediately after someone submits an inquiry via the contact form, word the email template as though you were responding directly to a potential new client!
2. Create your automation, making sure to select the email template that includes your session link in one of the automation steps.
HoneyBook Tip: You can send email templates on their own, or they can go out in addition to smart files!
3. Build the rest of your automation out as necessary—it can have multiple steps, or just one!—and click Save when you're finished.
Other places to share your sessions
Include a session direct link in your email footer or signature, both inside of HoneyBook and out!
Include a session link to schedule a intro call—a discovery call, a consult, etc.—directly on your website
Share your session link on your Facebook Business page, in your Instagram bio, or on other social channels for maximum visibility
Share a smart file that contains a scheduler block
Embed the scheduler for a session type on your business website
Want to learn more?
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!