Key Terms
Key Terms
Business = Business/Law Firm who invested in Hona
Hona (Business) Org = Hona Account owned by the Business
Business User = An individual account within a Hona Business Org
Just like there are many employees at 1 Business, there are many Users in 1 Hona Org. Which Hona features and settings are accessible to each User is determined by their User Role.
Client = Client of the Businessa
End-user of Hona Client and its features
Lead = potential Client of the Business
Hona Client = Hona Client Portal interface where Clients can interact with Hona features
Business Users build Hona Client features in their Hona Business Org
Important to know in general:
"Project" is used interchangeably with "case" and "matter"
CMS = Case Management Software (often used interchangeably with CRM)
Messages = 2-way messages sent through Hona's 2-Way Messaging feature (typically sent via text)
Notifications = messages sent to the Client to notify them of Hona features you have configured (Project Type case updates, Forms, E-Signature requests, Review requests, etc). These are sent based on the Client's Notification Preferences.
Overview
Hona Calendar Events help your Business keep Clients informed and organized by centralizing all case-related appointments and events in one place—the Client Portal. Whether it’s a consultation, mediation, or court date, Calendar Events make it easy for your staff to schedule, manage, and communicate upcoming events directly to each Project/Client in your Hona Org. Clients receive automatic notifications with direct links to their Portal, where they can review details and even add events to their own calendar. For your staff, creating reusable Event Types simplifies scheduling and ensures consistent communication across every case.
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What are Hona Calendar Events?
Hona’s Calendar Events feature keeps your Clients informed and your staff organized by centralizing all case-related appointments—such as consultations, mediations, and court dates—inside the Client Portal. When your Business schedules an event within a Project, Clients automatically receive a notification with a link to view the details in their Portal and can even add the event to their personal calendar.
For your team, creating reusable Event Types makes scheduling faster and more consistent across every case. Calendar Events eliminate the need for scattered communication by giving Clients one clear place to view all their upcoming events, while automated reminders reduce missed appointments.
In short, Calendar Events streamline scheduling, strengthen communication, and help both your Clients and staff stay on top of every important date in the case process.
What Business needs do Calendar Events seek to address?
There are many different events which occur throughout the journey of a case, both internal to the Business (like Intake, Initial Consultation, Meeting with Attorney, Document Signing) and external in the court system (like Trial, Mediation, Biometrics, Interviews, etc). Calendar Events help Businesses communicate the details of these varying events to their Clients, which is something they're probably already trying to do. The benefit for your Clients is that all of their Events are stored in their Client Portal: giving them one convenient place to reference everything they need to know, removing the need to dig through emails or messages. This all-in-all increases the likelihood that Clients attend their events, helping move things along for the Business. Automated reminders can also be configured to send leading up to the event, making it less likely for Clients or Team Members to miss key appointments or appearances in their case.
Business Experience: Scheduling Events
Scheduling Events can be made seamless for the Business by creating Calendar Event Types. These are templates of different events which are specific to your Business. Configuring several different Calendar Event Types will allow your staff to choose from a drop-down list of configured event types to choose from when they are scheduling an Event to a Project. Your staff will only need to edit the details specific to the Project/Client, and won't need to take any time re-building the event details in full. This saves time for your Business while also providing your Clients with excellent communication about their key events. If any one-off event needs to be scheduled that don't follow your typical "event types," creating an Event from scratch is also pretty easy to follow. To learn more, please visit How to Schedule Calendar Events.
Client Experience: Viewing Scheduled Events
Your Clients will receive a notification that looks like this:
via SMS:
via SMS:
via Email:
via Email:
When they click on the link in that notification, it will open into the Calendar tab of their Client Portal like so:
On their Phone (via SMS)
On their Phone (via SMS)
On their Computer (via Email)
On their Computer (via Email)
FAQs
What if the details of the Event change later?
What if the details of the Event change later?
All you need to do is edit the details of the individual Event in Hona. When you do so, Hona will ask if you would like to send an update to your Client notifying them of the changes made.
Do Calendar Events push into my CMS/CRM calendar?
Do Calendar Events push into my CMS/CRM calendar?
No. Every CMS calendar is built a bit different than the other, and we haven't received enough customer feedback yet to invest the resources it would take to build integration capabilities like this for each of our integration partners. If this is something that you believe would improve your value of Hona and your Business workflow, please email [email protected] with the name of your CMS/CRM, and why pushing Calendar Events automatically into the calendar stored in your CMS/CRM would improve your Business workflow/value usage of Hona Engage.
Do Calendar Events push into an Google/Outlook calendar?
Do Calendar Events push into an Google/Outlook calendar?
Yes, but only if attendees are configured to receive email notifications. This notification will automatically create the event. So that being said, if there are any Clients or Team Members assigned to a Project, Hona will create an event automatically on the Google/Outlook calendar associated with their email, as long as their email notifications are turned on. If you plan on heavily utilizing Calendar Events, we suggest changing your Notification Preferences in your Hona Org's Company Info tab to "SMS and Email." This will ensure all new contacts generated in Hona will have email notifications sent to them by default, and you won't need to worry about changing the preferences for contacts when sending them Calendar Events.
Why This Matters
Missed appointments or unclear communication can slow down a case and create unnecessary frustration. With Hona Calendar Events, every Client knows exactly what’s happening and when, reducing confusion and improving attendance. Internally, your team gains a streamlined process for scheduling and tracking events, while Clients enjoy a transparent and professional experience. This shared visibility builds trust, keeps cases moving efficiently, and reinforces your firm’s commitment to clear and proactive communication. For any questions or concerns, please chat with our support team or reach out to us directly at [email protected].