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How to reschedule a project

What to do when a client reschedules

If you or your client need to reschedule a project, you can adjust the dates directly in HoneyBook.

  1. Find the project you'd like to reschedule. You can either:

    • Search for a specific project via the search icon to the top left of your screen

    • Click the Projects tab to review your full list of projects

  2. Once you locate the project, start the reschedule process by finding the reschedule project option

    • From the project pipeline,click the 3-dot icon by the project you'd like to reschedule > Reschedule project

    • From within a project workspace, click the 3-dot icon in the Only visible to you section > Reschedule Project

  3. The reschedule flow will walk you through the relevant elements of the project that need an update

    1. Begin by selecting a new project date

    2. Click Next

    3. Depending on actions you've previously taken in the project, you may be prompted to complete a few different steps

    4. If your project uses a legacy file, the Contract and Payments steps can look different. In some cases, some editing options or template menus won’t appear.

    5. If a Contract or Payments step doesn’t load, close the reschedule flow and try again. If the issue continues, contact support.

  4. Choose if you'd like to send an email to alert your client to the changes

Once you’ve completed all the prompted steps, save your changes to reschedule the project. After you save, you’ll see a confirmation message, or an error message if the update doesn’t go through. If you chose to notify your client, the confirmation message will also let you know the email was sent.


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!