Great news HoneyBook users! The platform now offers a scheduling tool that you can use for your business. So as an extension of your calendar, you’re able to create sessions and share them with clients. I’m going to share exactly how to set up your scheduling system in this post. Then you don’t need multiple platforms to run your daily business operations – you can get it all done in one place. I count that as a win!
It also helps you avoid the “phone call dance” that we all know too well. “When are you free?” is a question that you’ll never have to hear again with this scheduler! Instead of going back and forth until you find a suitable date and time, you can just share your link to provide your availability. Easy peasy, right? And, as a bonus feature (that rocks), you can sync your scheduler with your Google calendar. That means it takes ALL of your availability into account. So, no chance of double bookings here!
Okay, so … how does it work?
To create your session types, think about the most common meetings that you have. You can keep the names more general, like 30 minute call, OR you can name each session. Those might include discovery calls, strategy meetings, onboarding meetings, and so many more. It’s totally up to you! When you create a session, you’ll have to fill out all of the details before making the link live.
These details include:
If you want to include more than one session type, you can add as many as you need. Just complete the same process over and over until you’ve included everything you’d like to offer.
Once your session types are set and you’ve written all the details, move on to the next step!
To find your session link, click on the scheduling tool from the homepage of your HoneyBook account. This will take you to the scheduling dashboard. On the dashboard, you’ll see each of your session types listed. You can copy the link to the session type you want to share by clicking the little link button. You’ll see “link copied!” pop up and then you’re good to go.
With the link copied, you can then easily share your session via email, text, or on a social media platform with leads and clients. Woo-hoo!
Okay, once leads and clients have the session link it’s out of your hands. Once someone clicks your session link, they’ll be taken to a calendar that shows your availability. Something to note – once a person books a session, it will remove that availability for other people.
Once a lead or client has chosen their time slot for your session and filled out all of their details, the session will be automatically added to your calendar. You’ll also receive a notification from HoneyBook that a session has been booked. Go you!
There you have it! The scheduling tool with HoneyBook is so valuable, and can eliminate the need for multiple platforms.
Here’s a quick pro tip – you can create a contact form for your website that can then be put into an automated workflow. With your workflow, you can set it up so that when a lead fills out the contact form, they’ll be emailed a link that takes them to your discovery call session right away! How cool is that? And, there are a ton more ways that you can incorporate your scheduling links into automations. I would encourage you to automate everything you can! It takes some work off of your plate and makes your business more efficient.
Now go forth and schedule!
If you’re looking for more how-to posts, follow along with the blog here! I’ll be posting new content regularly, and I’d love to share it with you.
Until next time, friends.