What this article helps with: Step-by-step guide for creating Calendar Event Types in Hona — reusable templates that make scheduling client events faster and more consistent.
Who this is for: Firm admins configuring Calendar Events in Hona.
When not to use this article: If you want to schedule an event for a specific client, see How to Schedule Calendar Events. For a general overview of the Calendar Events feature, see Getting Started: Calendar Events.
Steps to create a Calendar Event
Navigate to and click on Calendar on the side menu. Select "Event Types".
Click on the "+" on the top right.
Fill out the required fields and press "Save".
Fields when Creating a Calendar Event
Calendar Event Type Name: Here you can create the name of the event. This is an internal name and will not be displayed to clients
Event Title: This is the title of the even that will be visible to the client
Description: A brief summary of what the event is for.
Location: Where the event will be held. You can enter in a physical address, or a digital meeting link.
Default Roles: If you have roles set up in Hona, you can choose to include a role by default. This may be left blank if no role is needed.
Reminders: This will allow you to set up text reminders to your clients. You can create more than one reminder if needed.
Default Language: The language that the reminder will be sent in. Only available in English and Spanish.
Once a Event Type is created, it will be listed as an option when creating a New Calendar Event.
If there are any additional questions, please reach out to your dedicated account rep or to [email protected].