After setting up sessions with the HoneyBook Scheduler, it is important to understand how projects and meetings affect your availability and the level of control you have. This article offers best practices, definitions, and troubleshooting guidance to optimize the use of your HoneyBook calendar and Scheduler.
Use project dates
Don't see a project on your calendar? Make sure you've set the project date under the project's Details tab.
Archived and deleted projects will also not appear on your HoneyBook Calendar.
Manually set availability using the project date
Once you set a project's date or date range, you can choose if it will impact your availability for session scheduling once it's booked. This is useful if you have a wide range for a project date but still want to have the option to meet with other clients during that time.
📚 Tip
As a default setting, all projects are set to busy. You can always adjust availability on a project-by-project basis! Learn how to adjust a project's availability.
If you set a project as Free, clients will always be able to schedule sessions with you during the project date
If you set a project as Busy, you will not show availability during the project date once the project is booked (contract signed and/or payment made)
Set availability using calendar events
On your HoneyBook Calendar, you’ll notice that there are filters for booked projects, tentative projects, and HoneyBook meetings.
Booked projects
Projects that are just that—booked (contract signed and/or payment made). Clients will not be able to schedule sessions with you during the date(s) of booked projects, unless you mark these projects as Free under the project's Details tabs.
📣 Note
At this time, the logic for tentative vs. booked projects cannot be changed. You cannot manually change a project from tentative to booked or vice versa.
Tentative projects
Projects that are not booked (no contract signed and no payments made). Clients will be able to schedule sessions with you during the date(s) of all tentative projects.
📣 Note
Even if a project is marked as Busy, clients will still be able to schedule sessions during the project date while the project is tentative. Once the contract is signed and/or payment is made, the busy status will take effect and clients will no longer be able to schedule sessions during the project date.
Meetings
Meetings scheduled through HoneyBook. Clients will not be able to schedule sessions with you during any meetings.
Block off time in the calendar
To set a specific date or date range as unavailable, create a meeting on your calendar. This will block off the time and prevent clients from scheduling any meetings with you.
📚 Tip
If you're going to be out of office, create an out of office auto-responder so clients and team members are aware you're away.
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!