When emailing your clients, you can add meeting time slots so they can schedule a session with you right from the email.
Add meeting slots to your emails
You can create emails that have meeting slots from both the client workspace and project workspace, as well as from the app.
đ Tip
You canât create an email template with meeting slots. Since the available slots are based on your availability when you create an email, youâll need to remove the specific time slots to save the email as a template.
While composing an email or creating an email template, select the calendar icon at the bottom of the composer
Select which session type you want to include in the email
Depending on your availability, time slots will populate in the email body
If you have no availability for this session type over the next 3 months, no time slots will appear
Optionally, select View all availability in the composer to change the linked text (e.g., âSee more optionsâ)
If you do this, select Save at the bottom of the pop-up
Optionally, change the time zone thatâs used for these session times by selecting Change above the time slots
If you do this, select Save at the bottom of the pop-up
Continue composing your email > send it or schedule it
đŁ Note
If you schedule an email with meeting slots, the slots in the email wonât update if your availability changes. If the time slot is taken by another client, the one receiving this email wonât be able to schedule a session during that time.
From here, your client will get the email with time slots. When they select a time slot, a new page with the Scheduler will open up so they can confirm their choice. They can also change the time zone that the time slots will appear in, and can view more options (which will also open up the Scheduler).
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!