Before you start
You can schedule standalone emails or smart files up to 18 months in advance
You can add meeting slots to emails from project or contact workspaces in HoneyBook, on the web or in the mobile app
Meeting slots can’t be added to email templates
Clients control their own reminder time zone settings when they book
Schedule an email or smart file
Schedule a standalone email
Go to the project or contact workspace to compose your email
Select the dropdown next to Send > Schedule send
Next to "Schedule," choose the date and time, up to 18 months ahead
Select Send later. If you’re editing an existing scheduled email, select Update scheduled send instead.
The scheduled email will appear in the project or contact workspace's activity feed with its scheduled date and time
To edit a scheduled email before it sends, find it in the activity feed or conversation, then select Edit scheduled email (pencil icon). In the edit window, you can update the subject, body, and send time, then select Update scheduled send.
Schedule a smart file
Open your smart file
Select Share, then compose your email
Select the dropdown next to Send > Schedule send
Next to "Schedule," choose the date and time, up to 18 months ahead
Select Send later
A banner in the activity feed or file summary will show with its scheduled date and time
To edit a scheduled email before it sends, open the scheduled email from the feed or email viewer, then select Edit scheduled email. In the edit window, you can update the subject, body, and send time, then select Update scheduled send.
Cancel a scheduled email or smart file
Cancel a scheduled standalone email
Go to the project or contact workspace
In the activity feed, find the scheduled email
Select
Delete (trash icon) > Yes, delete
Once canceled, the scheduled email will be removed from the activity feed and won’t be sent
Cancel a scheduled smart file
Go to the project or contact workspace
In the activity feed, find the scheduled email with the smart file, then either:
Select
Delete (trash icon) > Yes, delete
By the smart file attachment, select the
three-dot menu icon > Delete > Yes, delete file & don't send
Alternatively, find the smart file to open its file summary, then select cancel scheduled send at the top
Once canceled, the scheduled email with the smart file will be removed from the activity feed and won’t be sent
Add meeting slots to emails
When emailing clients, you can embed your HoneyBook meeting availability so they can book time with you directly:
Go to the project or contact workspace to compose your email
In the email composer toolbar, select
Insert session availability (calendar icon)
Choose what session type to include
Available time slots for the next 3 months will appear in the email body
If no slots are available, none will display
Optional: Select View all availability to change the link text, for example, “See more options,” then select Save
Optional: Select Change above the time slots to edit the hyperlink text, then select Save
This doesn’t change your scheduling settings
On the client side, selecting the link takes them to the session page, where they can adjust their time zone for reminders. Members can’t edit this from their side.
Continue writing your email, then select Send or the dropdown to Schedule send
When a client selects a time slot, they’ll be directed to the HoneyBook scheduler to confirm their choice.
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!