To make sure emails and files go out at the actual time you want them to go out—versus whenever you have a spare second to send them—just create the email and/or file now, and schedule it to send at a date and time in the future! That way, your clients don't have to receive emails when you're burning the midnight oil, and you can get things done now instead of adding them to your to-do list.
PLEASE NOTE: At the moment, scheduling emails can only be done via desktop. Emails and files can be scheduled to send up to 180 days away.
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In this article, we'll review:
Scheduling a standalone email
1. Find or create the project that requires an email, as emails will always need to be sent through existing projects.
Find a project: search via the search i
con in the top left corner of your Home page, or select the Projects tab to review your full list of Projects.
Create a project: learn how here.
2. Once in the project's workspace, make sure you're in the Activity tab.
3. Create your email message in the email composer of the activity feed. Remember, you can:
Create a new email thread with your client by clicking Start a New Message
Reply to the last email in a thread (if relevant) by clicking Reply to Last Message (if your subject line beings with Re:, you're already replying to a thread!)
Insert an email template from the templates menu
Format your email to your liking
Attach files or images to your email
4. Click the Schedule send icon.
5. Choose when you'd like this file and email to be sent to your client. You can choose a quick time—tomorrow morning, afternoon, or evening—or, click Pick custom date & time.
PLEASE NOTE: Emails can be scheduled to send up to 180 days away.
6. If you've selected the custom option, enter the date & time at which you'd like this email to send, then click Schedule.
HoneyBook Tip: Pick the wrong date or time? From the email editor, click Change Schedule and select the correct date & time instead; or, click Cancel to remove any scheduled time from this email.
7. In the email editor, click Schedule one more time to save the scheduled time.
Now, you should see the email appear in the project's activity feed with a banner indicating the scheduled send! Unless you cancel the send before the scheduled time, the email will automatically go out to the project participants at the date and time you set—with no further action needed from you!
Scheduling a file and email
1. Create the file you need within the appropriate project.
2. Proceed through the Review Email stage, editing the attached email as necessary—but don't click Send yet!
3. Click the Schedule button.
4. Choose when you'd like this file and email to be sent to your client. You can choose a quick time—tomorrow morning, afternoon, or evening—or, click Pick custom date & time.
PLEASE NOTE: Emails and files can be scheduled to send up to 180 days away.
5. If you've selected the custom option, enter the date & time at which you'd like this email to send, then click Schedule.
HoneyBook Tip: Pick the wrong date or time? Click Cancel Schedule, then just select the correct date & time instead!
6. In the email editor, click Schedule one more time.
Now, you should see a confirmation that your email was successfully scheduled, and the email will appear in the project's activity feed with a banner indicating the scheduled send.
Unless you cancel the send before the scheduled time, the email and file will automatically go out to the project participants at the date and time you set—with no further action needed from you!
Cancelling a scheduled email
1. Head back to the activity feed for the project in which you've scheduled an email.
2. Locate the email (or email + file) that you've scheduled to send in your activity feed, and click the trash can icon in the scheduled banner.
3. Click Confirm.
The email will now disappear from the project's activity feed and will not be sent to the project participants.
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!