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Existing Client + Schedule Meetings

  • November 13, 2024
  • 5 replies
  • 38 views
Hannah Bradley

I want my client to be able to schedule a meeting from a link, but have it go to the already existing project I have for her. every time she uses my scheduling link, it creates a whole new project. 
Is there a workaround for this?

Best answer by Matthew Eriksen


​​​It’s for a meeting that would happen over and over

Hey Hannah, if this is for a recurring meeting, I would agree to that cadence with the client on a call then book it via Google Calendar or whatever software you use. And in the meantime I would go add your voice to this current feature request here. Hope the backend team can make this happen in the future for ya!

🐝 OBM Services and Social Media Management for Neurodivergent Business Owners
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    5 replies

    kitzzy
    HoneyBook Employee
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    • kitzzyHoneyBook Employee
    • HoneyBook Employee
    • November 14, 2024

    Hi ​@Hannah Bradley,

    Kitzzy here from the Education Team.

    Can you share a little bit more about your use case and how you’re currently sharing the link?

    • Is your scheduler part of a lead form or the standalone scheduler link? 
    • Are these one-off meetings or something the client would need to do over and over? 

    In the meantime, here are two options you can try:

    Let me know if either of those help solve for your use case.

    Thanks,

    Kitzzy

    Kitzzy, Product Education Team
      Hannah Bradley

      It’s just the standalone scheduling link! And these are meetings that would be scheduled over and over. 
       

      Most of my clients avoid their emails, so I am sending the link over text! Could I do a smart file they can use over and over to schedule the client check in meeting and just send them a link to the file over text?

      🐝 OBM Services and Social Media Management for Neurodivergent Business Owners
        Hannah Bradley

        Hi ​@Hannah Bradley,

        Kitzzy here from the Education Team.

        Can you share a little bit more about your use case and how you’re currently sharing the link?

        • Is your scheduler part of a lead form or the standalone scheduler link? 
        • Are these one-off meetings or something the client would need to do over and over? 

        In the meantime, here are two options you can try:

        Let me know if either of those help solve for your use case.

        Thanks,

        Kitzzy

        ​@kitzzy It’s just the standalone scheduling link! And these are meetings that would be scheduled over and over. 

        Most of my clients avoid their emails, so I am sending the link over text! Could I do a smart file they can use over and over to schedule the client check in meeting and just send them a link to the file over text?

        🐝 OBM Services and Social Media Management for Neurodivergent Business Owners
          Hannah Bradley


          ​​​It’s for a meeting that would happen over and over

          🐝 OBM Services and Social Media Management for Neurodivergent Business Owners
            Matthew Eriksen
            Community Legend
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            • Matthew Eriksen
            • Community Legend
            • Answer
            • December 4, 2024


            ​​​It’s for a meeting that would happen over and over

            Hey Hannah, if this is for a recurring meeting, I would agree to that cadence with the client on a call then book it via Google Calendar or whatever software you use. And in the meantime I would go add your voice to this current feature request here. Hope the backend team can make this happen in the future for ya!

            HoneyBook Pro Matthew | Brand Designer & Business Coach | goodbrandpartners.com
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