You can also share your availability calendar by copying your client calendar link or by copying embed code to place the calendar on your website or in your lead forms.

Yes, you can have clients schedule, pay, and sign a contract all at once. To do so, set up and share a smart file with a scheduler block, invoice & pay block, and contract block. If you’re adding a scheduler block to a smart file, you can also require clients to pay to reserve their session, require them to sign to reserve their session, or require scheduling after they’ve signed and paid when that flow is enabled.

Smart files can contain any combination of blocks, so your process-combining options are virtually endless.

If you turn on the sign-to-reserve option, clients can choose a time slot, but the session will only be scheduled after they sign a required contract signature. This option is only available when the smart file includes a contract with a client signature after the scheduler page.

Please note that if you’re sharing a session direct link, clients will only have the option to schedule time with you (they won’t be able to pay or sign a contract).

It depends on how you’ve configured a session type’s session details. Under a session type’s session details, you can choose whether projects created through that session type update their project dates to match the scheduled session. When a scheduled session owns the project date, that date appears on your calendar as the session so it doesn’t show twice.

Yes, with some caveats. When you share a session direct link, that direct link is for the session itself—there is no way to share a direct link and let clients select from different session types.

However, when you’re working on a file or lead form, you can configure the file or form so clients first choose the service they’d like to schedule, then view available times. If you'd like this to be a public experience, use a lead form. Learn how to let clients choose their session type here.

Recurring sessions cannot be created at this time. Anything a client schedules is a one-time session. However, clients can schedule multiple time slots if needed by re-accessing the Scheduler.

Yes, you can sync your external calendar with your session availability. Currently, direct calendar-syncing is available with Google Calendar, Microsoft Outlook Calendar, and Apple iCloud Calendar (iCal). To learn more about syncing your external calendar to HoneyBook, check out this article.

Yes. You can use smart fields to have key session details—such as the meeting date, time, location, and name—autofill in your contracts.

If you’re building a smart file with a scheduler block, the available time slots show in Preview mode and for clients after they choose a service, if service selection is enabled.

You can always send yourself a test file to preview the full client experience from start to finish.

When a client views your calendar to schedule, it will default to the current month. This cannot be adjusted. Clients can click through months to view your availability in other months, including earlier months and future months.

If a session that a client already paid for is canceled, the client will not be automatically refunded. You’ll be notified about the cancellation so that you can issue a refund and take any other steps if needed.

Check out this troubleshooting resource.

Yes. If you’re looking to use smart files for scheduling, you can check out the Template Gallery for some inspiration. Just be sure to check off the Scheduler filter.

If a client is located internationally and goes to schedule a session, the available sessions will default to the browser’s time zone. Clients can also manually adjust the time zone using the drop-down, which will show all available time zones, including international options, and keep the currently selected time zone visible.

Please note that the time zone you (the business) set for your sessions must be a U.S. or Canadian time zone.

When you travel to a different time zone, your HoneyBook Calendar reflects your browser’s current time zone. When you return home, it switches back automatically.

Some users prefer to only show availability for a single date or set date range, versus, for example, every Monday for the next year. To set single-day availability:

You can add multiple participants in some cases.