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Better Communication w/Multiple Clients Per Account

  • August 17, 2024
  • 3 replies
  • 19 views

Kathy B.

While we’ve been asking for this update for over a year, I’m so frustrated that it’s still an issue. My team and I need a solution to having multiple clients on an account and thus receiving the same communication and/or ability to add appointments to their calendars.

For example: 

If a client schedules and inquiry call, books with my business and then wants to fold in their fiance, mom or any other decision maker in the planning process, only the initial client receives the ability to add appointments to their calendar. My team related to the workspace doesn’t get the emails that the call has been scheduled or rescheduled, or the ability to add it to their calendar...only the initial client. 

 

If there is a workaround I’m missing, I’d love input/feedback. 

 

3 replies

Erin Ramirez
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I am also frustrated by this! My client needs to add their partners to the call… and I can’t for the life of me figure out how to add them to the appointment. I am going to just end up scheduling a Google calendar appointment, but that looks unprofessional since the original client already worked with me through Honeybook to schedule the first appointment and now I’m scheduling another call a totally different way so their partners can join?


Sehaj
Explorer
  • Explorer
  • October 25, 2024

I am also frustrated by this! My client needs to add their partners to the call… and I can’t for the life of me figure out how to add them to the appointment. I am going to just end up scheduling a Google calendar appointment, but that looks unprofessional since the original client already worked with me through Honeybook to schedule the first appointment and now I’m scheduling another call a totally different way so their partners can join?

Agreed! I have to go to my zoom app to invite others from there.


Monica R
HoneyBook Community Team
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  • HoneyBook Community Team
  • October 25, 2024

Hey folks,

You’re not alone in asking for this! Please upvote the existing feature request for adding multiple project participants in a meeting session.