Add HoneyBook Scheduler as a block in your smart files
For a while now, you have been able to schedule sessions with your clients using the HoneyBook Scheduler. This feature allows you to configure your session types, customize them to your exact business needs, and share them out via link.
But independents also need to charge directly for their time. Combining the ability to schedule a session with invoicing, contracting, and payments, is a key part of many businesses. Now, you can pull any configured session from your Scheduler directly into any smart file.
This solution offers flexibility and customization options that allow you to run more parts of your business through HoneyBook, even more seamlessly.
Beyond combining payments with your sessions to ensure that your time is being paid for at the time of scheduling, and reducing back and forth, you can also pair questions with the Scheduler in order to collect the information you need to qualify a lead or better prepare for a session.
Because the combinations of actions and content in smart files is nearly endless, we’re excited to see how our members make the most of these capabilities in ways we’ve never seen before. How do smart files work for your business?
Trigger an automation step after a session is scheduled
To take time and guesswork out of meeting prep, we've added a new automation trigger: "After session is scheduled." Now, you can trigger an email, file, or task any number of minutes, hours, days, or weeks after a session is scheduled in a project. This new trigger is perfect for automating call instructions, thank you notes, and more.
This update works with any sessions—including those scheduled through smart files.
To learn more about this update and all of the automation triggers available, refer to our Help Center article.
Project participants
We’ve rolled out a new and improved experience of adding a participant to your project. When you add a participant to a project, you’ll be prompted to select one of the following three participant roles: client, collaborator, or team member. You can use these roles to set access permissions, and represent the relationship between you and the participant.
Our Education team has written a detailed guide of what this means for you, and your clients.
Adding existing users as team members
HoneyBook members with thriving businesses often need to manage team members in their account. We’re gradually rolling out a number of new features that will make teamwork a cinch!
Historically, it was a bit complicated to add a team member to HoneyBook if that person’s email address was already associated with an account in our system (such as a trial account). Now, we’ve enabled a way to add a new member to your team, even if they were already registered in our system.
For a refresher on adding team members, and the new updates to this feature, check out our Help Center article.