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.

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

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).

The availability that you set for a session

When you're creating a session, you can set the availability for it (the timeframes and dates that clients can schedule time with you). This is your base availability, then any other booked projects, meetings, and events from your external calendar will be taken into account.

Booked projects

Booked projects are projects that are just that—booked (contract signed and/or payment made). Clients will not be able to schedule time with you during the date/date range of a booked project, unless you manually mark the project as Free.

Meetings

Clients will not be able to schedule sessions with you during any meetings.

Events from your synced calendar

Clients will not be able to schedule sessions with you during an busy events from your synced calendar.

Tentative projects

On your calendar, tentative projects are 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.

Archived and deleted projects

Archived and deleted projects will not appear on your HoneyBook Calendar and will not affect your availability.

It depends on how you've configured a session type's session details. Under a session type's session details, you'll have the option to choose if all projects through which the session type is scheduled will have their project dates update to the session dates. If toggled ON, a few notes:

No, at this time, each smart file and lead form can contain only one scheduler block (and only one session type, since there’s a 1:1 correspondence between session type and scheduler block).

No, each session type has its own, unique session direct link and scheduler block. Whenever you share a session direct link, a smart file with a scheduler block, or a lead form with a scheduler block, that is for the one specific session type. Clients will not be able to select time for a different session.

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 will show once you go into Preview mode (and will be visible to your clients once you share the file).

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 future availability.

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 type.

If a client is located internationally and goes to schedule a session, the available sessions will default to the time zone set on the client's computer. Clients can also manually adjust the time zone using the drop-down, which will show all available time zones (including international).

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 will reflect the new time zone; as soon as you're home, it will revert back to your home time zone.

Some members 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:

HoneyBook’s Scheduler tool is comparable to Calendly, but it keeps everything all in one place. It’s free for all HoneyBook members, which means you have a powerful scheduling tool already built-in—plus, unlike other schedulers, you can use the HoneyBook Scheduler in your smart files, to capture leads, and to further supercharge your bookings.