Create your emails and/or files and schedule them to be sent at a later date. That way, you can work through your tasks now and ensure everything's queued up for the right time.
Schedule a standalone email
When you're ready, select the dropdown next to Send > select Schedule send
Select the date this email should be sent > select the send time
Click Send Later to confirm
The email you create will appear in the project's activity feed with a scheduled sending time. Unless you cancel before the set time, the email will be automatically sent to all project members at the chosen date and time.
Schedule a smart file
Get ready to share your file and compose the message that will go out with it
When you're ready, select the dropdown next to Send > select Schedule email
Set when the email and file should be sent > select Send Later
Emails can be scheduled up to 18 months away
From here, you'll get sent to the File Summary
A note will appear letting you know when the file is scheduled to send
The email and file will appear in the project's activity feed (that only you can see) with a banner also letting you know when the smart file will be sent
✅ Note
If you need to edit the scheduled file before it's sent, cancel the scheduled send, make your edits, then reschedule the smart file send.
Cancel a scheduled standalone email
Find and open the project that has the scheduled email. You can use the search bar or go to the Projects tab
Select the Activity tab
Find the scheduled email in your activity feed > select the trash can icon
Select Confirm
The email will disappear from the project's activity feed and will not be sent to the project participants
Cancel a scheduled smart file
Find and open the project that has the scheduled file. You can use the search bar or go to the Projects tab
Once you're in the project workspace, there's a few ways you can cancel a smart file send:
Locate the scheduled smart file in the activity feed > select the three dot icon > Cancel scheduled send
Locate the scheduled email that holds the smart file in the activity feed > select the trash can icon
Select the scheduled smart file in the activity feed to open its File Summary > select Cancel scheduled send
Select Confirm
Once you cancel, the email and smart file will be removed from the activity feed and will not be sent out.
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!