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How can I link to a note in an email?

  • November 19, 2024
  • 3 replies
  • 19 views
Tanya Kostetsky

I used a note to create a meeting agenda and I want to share that via an email to a client before the meeting. 

Best answer by Kait former community manager

Hi ​@Tanya Kostetsky! I love this use of notes made visible to clients to set an agenda. At this time, there is no ability to share them via a link. However, notes are available on the client portal so what I would recommend doing is adding a line to your reminder emails letting them know where they can find the meeting agenda in their client portal. 

This would also be a great feature request to add here where other members can upvote and comment their use cases! 

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3 replies

Kait former community manager
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Hi ​@Tanya Kostetsky! I love this use of notes made visible to clients to set an agenda. At this time, there is no ability to share them via a link. However, notes are available on the client portal so what I would recommend doing is adding a line to your reminder emails letting them know where they can find the meeting agenda in their client portal. 

This would also be a great feature request to add here where other members can upvote and comment their use cases! 

Former Community Manager
Alicia Bauer
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  • Alicia Bauer
  • Newcomer
  • December 4, 2024

Hey ​@Tanya Kostetsky - I love your use case with the notes section! I am not sure if it would be helpful for you but I like to send a quick video when I am onboarding clients that gives them a little tour around their Honeybook Workspace. I show them all of the places that would relate to their experience with me. If you wanted to apply this to your onboarding you could always include a portion about the notes section and how you use it during their experience with you. 

Just a thought on how you could create the idea to check in there and stay up to date! 

Alicia, Brand and Web Designer + Honeybook Pro
    kitzzy
    HoneyBook Employee
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    • kitzzyHoneyBook Employee
    • HoneyBook Employee
    • December 5, 2024

    I love this suggestion ​@Alicia Bauer!

    Kitzzy, Product Education Team
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