Meeting prep notes help you go into meetings with confidence. 1 hour before a HoneyBook meeting, you'll receive an AI-generated note that includes a summary of key project details, past communication, open questions, action items, and more. Review prep notes before your meetings so you can get a refresher on where projects currently stand and what needs to be discussed.
We'll cover how to access and use meeting prep notes below.
Adjust meeting prep settings
By default, meeting prep notes are turned ON for your account. If you need to adjust this setting, here's how:
Hover over your profile photo in the bottom left corner of your screen > select Company settings
Select HoneyBook AI
Toggle Meeting prep notes ON or OFF
Access meeting prep notes
1 hour before each meeting, you'll receive a notification that a meeting prep note is ready. There are a few different ways to access meeting prep notes.
Notification center
As soon as a meeting prep note is ready, you’ll receive a notification (under the bell icon in the top right corner of your screen). Click on the notification to be brought straight to the notes.
📣 Note
Clients are not notified of, nor can they view, meeting prep notes.
Project
Search for and open the project through which the meeting is scheduled
Under the Activity tab, select View meeting prep note
HoneyBook Calendar
From the navigation bar, select Calendar
Click on the meeting in question > Meeting prep note
Mobile push notification
As soon as a meeting prep note is ready, you’ll receive a mobile push notification. Click on the notification to be brought straight to the note in your HoneyBook mobile app.
FAQ
What meetings will I receive prep notes for?
To receive a prep note for a meeting, the meeting must meet the following criteria:
Scheduled through HoneyBook
Associated with a project that has at least one email sent in it
Interested in learning more about how HoneyBook AI help you work smarter, not harder? Check out our Academy course, "How can HoneyBook AI save me time?"
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!