Restore Multi-Participant Meeting Scheduling Within Projects

Question

Until yesterday, I was able to schedule meetings directly from within a project using my saved meeting templates. Those meetings included all project participants and automatically sent invitations, reminders, and meeting details.

Without any notice, I discovered this functionality has been removed. I spent hours troubleshooting what I believed was a bug before support informed me this was an intentional change as part of HoneyBook's move to a 1:1 meeting structure.

This has had a significant impact on my business.

I'm a Daily Money Manager/Financial Organizer, and many of my client engagements involve multiple participants—older adults, spouses, adult children, trustees, financial advisors, attorneys, and care managers. I coordinate meetings on behalf of my clients. Asking an 85-year-old client or their family to book meetings through a scheduling link is simply not a reasonable workflow.

The current workaround also creates unnecessary administrative work because:

Meeting templates can no longer be used when scheduling within a project.
Manually created meetings only invite the primary contact, not all project participants.
I now have to manually recreate meeting details and reminders or ask my clients to schedule meetings themselves.

I don't understand why this functionality was removed. It worked well and supported businesses that coordinate meetings for families and multiple stakeholders.

Please restore support for multi-participant meetings within projects, including:

Scheduling meetings from within a project using saved meeting templates.
Sending invitations and automated reminders to all project participants.
Supporting businesses that schedule meetings on behalf of their clients, not just businesses that rely on client self-scheduling.

I would also encourage HoneyBook to communicate major workflow changes like this in advance. Removing an existing capability without notice led me to spend several hours troubleshooting what I thought was a software issue.

I hope the product team will reconsider this change. I can't imagine I'm the only HoneyBook user who manages family or team-based client engagements and depends on multi-participant meetings.

Alicia Bauer · Answer

​@Taresa Doheny-Thank you for explaining your workflow in so much detail. Since you've already confirmed with Support that this was an intentional change rather than a bug, I don't think you're missing a setting that will restore the previous workflow.For now, the workaround would be to create the meeting manually and then send the meeting information/invitation to the additional project participants separately. You could also use an email template to make that communication a little faster, but I completely understand that this still adds administrative steps compared to being able to schedule from your saved meeting template and automatically include everyone.Because you're specifically asking for functionality that is no longer available, I would definitely recommend submitting this in the Ideas section. I would actually use much of what you've written here because you've done a great job explaining why 1:1 scheduling doesn't work for every business and why scheduling on behalf of clients with multiple project participants is important.Before creating a new Idea, I'd also search for existing requests around multi-participant meetings, meeting attendees, or project participant scheduling. If one already exists, adding your use case and upvoting it will help consolidate the feedback.I can see this applying well beyond your particular industry too. Wedding professionals, planners, consultants, venues, and anyone regularly working with multiple decision-makers within one project could run into a very similar workflow need.

Sign up

Welcome to the Community