{"id":81836,"date":"2023-01-26T08:00:00","date_gmt":"2023-01-26T16:00:00","guid":{"rendered":"https:\/\/honeybook.site.strattic.io\/?p=81836"},"modified":"2023-05-16T00:35:09","modified_gmt":"2023-05-16T07:35:09","slug":"scheduler-product-update","status":"publish","type":"post","link":"https:\/\/hbb.dev.reliablepenguin.com\/blog\/scheduler-product-update","title":{"rendered":"Customize your scheduling process with the new HoneyBook Scheduler"},"content":{"rendered":"\n<p class=\"has-text-align-center\"><em>The new HoneyBook Scheduler lets you combine scheduling with other actions, like accepting payment and gathering client information. See how you can customize your scheduling process throughout your clientflow<\/em>.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1024\" height=\"793\" src=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2022\/12\/Scheduler-v2-feature-1024x793.jpg\" alt=\"HoneyBook Scheduler\" class=\"wp-image-85834\" srcset=\"https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2022\/12\/Scheduler-v2-feature-1024x793.jpg 1024w, https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2022\/12\/Scheduler-v2-feature-300x232.jpg 300w, https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2022\/12\/Scheduler-v2-feature-768x594.jpg 768w, https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2022\/12\/Scheduler-v2-feature-1536x1189.jpg 1536w, https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2022\/12\/Scheduler-v2-feature.jpg 2000w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>Scheduling is core to all independent businesses, and for many HoneyBook members, it\u2019s how you get paid. When you book a new photo session or a consultation call, combining your scheduling and <a class=\"wpil_keyword_link\" href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/invoicing\" target=\"_blank\" rel=\"noopener\" title=\"invoicing\" data-wpil-keyword-link=\"linked\">invoicing<\/a> is the natural way your business runs. You might also take payment for discovery calls, or want to ask your new leads specific questions as soon as they book with you.&nbsp;<\/p>\n\n\n\n<p>Whether you\u2019re discovering more about your leads or meeting with clients to deliver your services, it\u2019s vital to customize your scheduling workflows.<\/p>\n\n\n\n<p>This month, we\u2019ve updated our scheduler so that all HoneyBook members can include it in smart files. That means you\u2019ll have more ways to share your scheduler and book meetings faster, while also combining scheduling with other parts of your clientflow, like getting paid and gathering client information.&nbsp;<\/p>\n\n\n\n<p><strong>Explore:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"#get-paid\">Book sessions and get paid instantly<\/a><\/li>\n\n\n\n<li><a href=\"#information\">Capture and send more information at booking<\/a><\/li>\n\n\n\n<li><a href=\"#faster-scheduling\">Schedule meetings faster, with less back and forth<\/a><\/li>\n\n\n\n<li><a href=\"#clientflow\">Create a more seamless clientflow this year<\/a><\/li>\n<\/ul>\n\n\n\n<div class=\"wp-block-ugb-container ugb-container ugb-50ec4be ugb-container--v2 ugb-container--design-basic ugb-main-block\"><style>.ugb-50ec4be-wrapper.ugb-container__wrapper{padding-top:0 !important;padding-bottom:0 !important}.ugb-50ec4be-wrapper > .ugb-container__side{padding-top:35px !important;padding-bottom:35px !important}@media screen and (min-width:768px){.ugb-50ec4be.ugb-container{padding-top:0px !important}}<\/style><div class=\"ugb-inner-block\"><div class=\"ugb-block-content\"><div class=\"ugb-container__wrapper ugb-50ec4be-wrapper\"><div class=\"ugb-container__side\"><div class=\"ugb-container__content-wrapper ugb-50ec4be-content-wrapper\">\n<div class=\"wp-block-ugb-columns ugb-columns ugb-3b119a8 ugb-columns--design-plain ugb-columns--columns-2 ugb-main-block\"><style>.ugb-3b119a8 > .ugb-inner-block > .ugb-block-content > .ugb-columns__item{grid-template-columns:0.20fr 1.80fr !important}<\/style><div class=\"ugb-inner-block\"><div class=\"ugb-block-content\"><div class=\"ugb-columns__item ugb-3b119a8-content-wrapper\">\n<div class=\"wp-block-ugb-column ugb-column ugb-e9f96b4 ugb-column--design-plain ugb-main-block\"><div class=\"ugb-inner-block\"><div class=\"ugb-block-content\"><div class=\"ugb-column__item ugb-e9f96b4-column-wrapper\"><div class=\"ugb-column__content-wrapper\">\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2022\/04\/1_lightbulb-icon_182946fb75.png\" alt=\"\" class=\"wp-image-18294\"\/><\/figure>\n<\/div><\/div><\/div><\/div><\/div>\n\n\n\n<div class=\"wp-block-ugb-column ugb-column ugb-49020fa ugb-column--design-plain ugb-main-block\"><div class=\"ugb-inner-block\"><div class=\"ugb-block-content\"><div class=\"ugb-column__item ugb-49020fa-column-wrapper\"><div class=\"ugb-column__content-wrapper\">\n<p>Don\u2019t miss our additional <a href=\"https:\/\/help.honeybook.com\/en\/articles\/6925915-january-honeybook-release-notes\">feature releases this month<\/a>! We\u2019ve rolled out a new experience for adding project participants in HoneyBook, whether they\u2019re a client, collaborator, or vendor. You can also add existing HoneyBook users as team members with a simpler process.&nbsp;<\/p>\n<\/div><\/div><\/div><\/div><\/div>\n<\/div><\/div><\/div><\/div>\n<\/div><\/div><\/div><\/div><\/div><\/div>\n\n\n\n<a id=\"get-paid\"><\/a>\n\n\n\n<h2 class=\"wp-block-heading\">Book sessions and get paid instantly<\/h2>\n\n\n\n<p>The ability to integrate your Scheduler seamlessly with any part of your process means you can now combine it with getting paid instantly.<\/p>\n\n\n\n<p>For independents who take payment for certain sessions (like photo sessions, consultations, workshops, and more), you can simply add your scheduler to a booking smart file that also contains an invoice and contract.&nbsp;<\/p>\n\n\n\n<p>In the past, you may have had to let someone schedule with you first, then follow up with an invoice to charge them. With this process, scheduling could take a lot of back and forth, and it also adds unnecessary friction to send your invoice separately. If a client didn\u2019t pay the invoice, for example, you\u2019d have to cancel the slot they booked or follow up for payment. Ultimately, without scheduling fitting into your clientflow, it can take too much time to book clients, leading to a poor experience.&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/app\/template-gallery?filters=scheduler\"><img decoding=\"async\" width=\"1024\" height=\"614\" src=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/01\/book-and-pay-1024x614.jpg\" alt=\"Combining the HoneyBook Scheduler with an invoice\" class=\"wp-image-81842\" srcset=\"https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/01\/book-and-pay-1024x614.jpg 1024w, https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/01\/book-and-pay-300x180.jpg 300w, https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/01\/book-and-pay-768x461.jpg 768w, https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/01\/book-and-pay-1536x922.jpg 1536w, https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/01\/book-and-pay.jpg 2000w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure>\n\n\n\n<p>Now, clients who receive a file with the Scheduler can choose a session, then move forward to sign and pay on the next pages if that\u2019s required for the session. If you require payment and the client doesn\u2019t complete the invoice, they won\u2019t book the session.&nbsp;<\/p>\n\n\n\n<p>As always, HoneyBook\u2019s builder makes everything customizable. You can connect your Scheduler with other options as well, so you don\u2019t need to require payment if that doesn\u2019t fit with your clientflow.&nbsp;<\/p>\n\n\n\n<div class=\"banner banner--dark banner--bulb\">\n<div class=\"banner__text-container\">\n<h2 class=\"banner__title\">Get started with professional scheduling templates<\/h2>\n<p class=\"banner__body\">View HoneyBook&#8217;s scheduling templates to see how you can use the Scheduler within your clientflow.<\/p>\n<a class=\"banner__cta\" href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/app\/template-gallery?filters=scheduler\">Explore templates<\/a><\/div>\n<\/div>\n\n\n\n<a id=\"information\"><\/a>\n\n\n\n<h2 class=\"wp-block-heading\">Capture and send more information at booking<\/h2>\n\n\n\n<p>Another way to use the scheduler block is to combine it with your process for gathering information about new clients and sending information before or after you meet.&nbsp;<\/p>\n\n\n\n<p>Combine your scheduler with questions to qualify leads upfront, or gather the information you need to better prepare for a session or meeting. so you can capture their information right after they book. This is especially helpful for businesses like photographers and consultants who need information up-front to prepare for the session.&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/app\/template-gallery?filters=scheduler\"><img decoding=\"async\" width=\"1024\" height=\"614\" src=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/01\/scheduler-features-1024x614.jpg\" alt=\"HoneyBook Scheduler user interface\" class=\"wp-image-81843\" srcset=\"https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/01\/scheduler-features-1024x614.jpg 1024w, https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/01\/scheduler-features-300x180.jpg 300w, https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/01\/scheduler-features-768x461.jpg 768w, https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/01\/scheduler-features-1536x922.jpg 1536w, https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/01\/scheduler-features.jpg 2000w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure>\n\n\n\n<p>Coming soon, you\u2019ll also be able to use new automation rules you can use with scheduling, such as triggers that occur right after a session is scheduled, as well as when a session begins or ends.&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Automate before a session<\/strong>: If you don\u2019t want to include a questionnaire inside your booking file, you can set it up to send right after a client books a session. Within an automated workflow, you can also include follow-up emails to remind them what you need before the session starts.&nbsp;<\/li>\n\n\n\n<li><strong>Automate during a session:<\/strong> If you have a lot of documents to cover during your meeting, set up files to send automatically when the session starts. That way you won\u2019t overwhelm anyone leading up to it, but you can direct them to their email to easily find the files you\u2019ll use during the meeting.&nbsp;<\/li>\n\n\n\n<li><strong>Automate after a session<\/strong>: Once a session is over, automate a thank you email to send right after the meeting time is over or the next day. With HoneyBook\u2019s automations, you can always choose to approve what gets sent first, so you can drop in specific details once you get the notification.&nbsp;<\/li>\n<\/ul>\n\n\n\n<a id=\"faster-scheduling\"><\/a>\n\n\n\n<h2 class=\"wp-block-heading\">Schedule meetings faster, with less back and forth<\/h2>\n\n\n\n<p>Since you can add your HoneyBook Scheduler to any smart file, it allows you to combine scheduling with any other action, like invoicing and payment. Instead of sharing a link to your schedule and then following up with an invoice afterward, you can drop your availability directly into any file template you already send as part of your clientflow.&nbsp;<\/p>\n\n\n\n<p>Say your clients are ready to select services and book with you. For example, if you\u2019re a photographer, you might usually send them a <a class=\"wpil_keyword_link\" href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/pricing-guide-examples\" target=\"_blank\" rel=\"noopener\" title=\"pricing guide\" data-wpil-keyword-link=\"linked\">pricing guide<\/a>, then follow up with your scheduling link afterward to move forward with a session.&nbsp;<\/p>\n\n\n\n<p>With the ability to combine the HoneyBook Scheduler with other actions, now you can build a pricing guide that also includes scheduling, so your clients can select services and book time with you as soon as they\u2019re ready.<\/p>\n\n\n\n<a id=\"clientflow\"><\/a>\n\n\n\n<h2 class=\"wp-block-heading\">Create a more seamless clientflow this year<\/h2>\n\n\n\n<p>Charge your clients, schedule a meeting, and collect information\u2013all without lifting a finger. With the HoneyBook builder, you can incorporate scheduling at any point of your <a href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/what-is-a-clientflow\" target=\"_blank\" rel=\"noreferrer noopener\">clientflow<\/a>. Once you build your file templates, your clients can complete everything in a fully branded, interactive file.\u00a0<\/p>\n\n\n\n<p>Start building scheduling into your files to make your clientflow even more seamless this year! Try automating your scheduling process as well, whether you want to offer scheduling and payments as soon as someone fills out your HoneyBook contact form or you\u2019re ready to move forward after you\u2019ve evaluated their fit for your business.&nbsp;<\/p>\n\n\n\n<p>Check out our <a href=\"https:\/\/help.honeybook.com\/en\/articles\/6925915-january-honeybook-release-notes\">January Release Notes<\/a> to learn more about this month\u2019s updates. In addition to the new Scheduler, HoneyBook members can enjoy better processes for adding team members, clients, and vendors to projects.&nbsp;<\/p>\n\n\n\n<div class=\"banner banner--dark banner--sparkles\">\n<div class=\"banner__text-container\">\n<h2 class=\"banner__title\">Connect scheduling with the rest of your clientflow<\/h2>\n<p class=\"banner__body\">With HoneyBook, see how you can capture leads, sell your services, book sessions, get paid, and more. All in one system.<\/p>\n<a class=\"banner__cta\" href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/\">Start free trial<\/a><\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>The new HoneyBook Scheduler lets you combine scheduling with other actions, like accepting payment and gathering client information. See how you can customize your scheduling process throughout your clientflow. Scheduling is core to all independent businesses, and for many HoneyBook members, it\u2019s how you get paid. When you book a new photo session or a [&hellip;]<\/p>\n","protected":false},"author":213,"featured_media":85834,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[455],"tags":[507,486,74,509],"class_list":["post-81836","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-honeybook-updates","tag-client-meetings","tag-clientflow","tag-honeybook","tag-schedulng"],"acf":[],"featured_image_urls_v2":{"full":["https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2022\/12\/Scheduler-v2-feature.jpg",2000,1548,false],"thumbnail":["https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2022\/12\/Scheduler-v2-feature-150x150.jpg",150,150,true],"medium":["https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2022\/12\/Scheduler-v2-feature-300x232.jpg",300,232,true],"medium_large":["https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2022\/12\/Scheduler-v2-feature-768x594.jpg",768,594,true],"large":["https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2022\/12\/Scheduler-v2-feature-1024x793.jpg",1024,793,true],"1536x1536":["https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2022\/12\/Scheduler-v2-feature-1536x1189.jpg",1536,1189,true],"2048x2048":["https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2022\/12\/Scheduler-v2-feature.jpg",2000,1548,false]},"post_excerpt_stackable_v2":"<p>The new HoneyBook Scheduler lets you combine scheduling with other actions, like accepting payment and gathering client information. See how you can customize your scheduling process throughout your clientflow. Scheduling is core to all independent businesses, and for many HoneyBook members, it\u2019s how you get paid. When you book a new photo session or a consultation call, combining your scheduling and invoicing is the natural way your business runs. You might also take payment for discovery calls, or want to ask your new leads specific questions as soon as they book with you.&nbsp; Whether you\u2019re discovering more about your leads&hellip;<\/p>\n","category_list_v2":"<a href=\"https:\/\/hbb.dev.reliablepenguin.com\/blog\/category\/honeybook-updates\" rel=\"category tag\">HoneyBook updates<\/a>","author_info_v2":{"name":"HoneyBook","url":"https:\/\/hbb.dev.reliablepenguin.com\/blog\/author\/honeybook"},"comments_num_v2":"0 comments","yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Customize Your Scheduling Process With the HoneyBook Scheduler<\/title>\n<meta name=\"description\" content=\"Explore the new HoneyBook Scheduler to get paid for sessions, ask questions during booking, and more options to customize your process.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" 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