Incorporate the HoneyBook Scheduler into your smart files or lead forms to seamlessly allow clients to book time with you. By adding a scheduler block, you can permit clients to choose their preferred session type and require either payment or a signature to reserve a specific time slot. This streamlined process enables clients to book a session, select services, sign a contract, and submit their payment entirely in one place.
Before you add a scheduler to a file, you must configure your session types. Starter plan members are limited to creating one session type, while Essentials and Premium plan members can create up to 50 session types.
Add a standard scheduler block on the web
To add a standard scheduler block, place it directly onto a page within your smart file or lead form. This block provides the interactive calendar, where your client will select an available time to meet with you.
While building a smart file or lead form, find and open the specific page where you want the scheduler, or create a new page
Select
Add a block > Scheduler > Add to new pagePlease note that you can only add one scheduler block per smart file
Choose an existing session type from your list, or select Create a session to create a brand new session type
When previewing your smart file, you won’t be able to click on specific time slots. However, if a time slot appears in the preview, it remains fully available for your client to select when you send them the file.
đź“Ł Note
If you choose a session type that utilizes round-robin scheduling for a team, the session automatically assigns to the next available team member. Even if that specific team member isn’t currently a participant in the project, the meeting will still schedule with them. The project owner will receive a notification prompting them to add that team member to the project workspace.
Customize scheduling requirements
Customize your scheduling requirements to maintain precise control over how and when a client officially reserves their time slot. You can adjust these specific settings within the sidebar of the smart file builder.
Change session details: Select Change to swap the current session type for another. Select Edit details and availability to update the session's underlying rules and availability window.
Client must schedule session: Turn on this toggle to require clients to select a meeting time before they can navigate to the next page of the smart file
Client must sign to reserve session: Turn this toggle on to lock the time slot only after the client signs a required contract
If your smart file includes a contract, the selected session only commits to your calendar once the client signs and submits the document
If you don’t require a signature, the session books immediately as soon as the client submits the file
This feature protects your calendar if clients pay outside of HoneyBook, or if your file only contains a scheduler and a contract without an invoice
Client must pay to reserve session: Turn on this toggle to lock the time slot only after the client successfully submits their payment
Activating this setting automatically adds an Invoice & Pay block to your smart file
Other clients can continue to book the same time slot until the initial payment is fully complete
đź“Ł Note
If your smart file has more than one contract block, only the first contract determines whether the session locks onto your calendar — signatures on any additional contracts don't affect the booking
If a contract requires signatures from more than one person, only the signature from the client who's actually scheduling the session matters. Other signers don't need to sign for the slot to book.
Let clients choose their session type on the web
To allow clients to choose their preferred session type, you should utilize a services block instead of a standard scheduler block. This configuration allows clients to evaluate multiple session options, select their favorite, and subsequently schedule their appointment time.
While building a smart file or lead form, select
Add a block > Services > Add to new pageIn the sidebar, select + Start from blank > Service selection with session
This action adds a services block and automatically generates a new page containing a scheduler block
On the Services page, select Add session and choose the specific session type you want to offer your clients
To provide additional session options, click directly into the services block, select + Add > Row of service items > Add session again
Optional: Add a specific unit price to the session if you intend to charge the client for the meeting
Add an invoice if you charge for the session on the web
From the sidebar, select + Add page
If you don’t see this option, select the X icon in the top-left corner of the sidebar first to return to the main menu
Select + Start from blank > Invoice & Pay
Under “Build from scratch,” select Start building and choose Standard invoice or Recurring invoice
The session that the client selects will automatically populate on this invoice
Select + Add a new service to include any additional goods or services you want to charge for alongside the session
A Payment page automatically generates within the file so the client can seamlessly complete their transaction
Common scheduling use cases
Review these common scheduling use cases to understand how you can combine different blocks and settings to achieve the exact client experience you require.
Goal | Blocks to add | Required settings |
Require clients to schedule and pay |
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Require clients to schedule and sign, without payment |
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Let clients choose a session, schedule, and pay |
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Let clients schedule without paying |
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Ask questions before scheduling |
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Still have questions? Feel free to send us a message by selecting the Question Mark icon on any HoneyBook page. Our team is always happy to help!