Templates are one of the great efficiencies that HoneyBook has to offer. From files, to emails, to pricing, we allow you to save your commonly used stuff and easily insert it into future Projects... because copying and pasting a million things every time you find a new client is less than fun.
Here are the Template types that are available to you, and how to create them:
You will always head to the Templates section of your Tools menu to create or edit your Templates. From there, you can find the Template you’re looking for by selecting the Template type you need from the menu on the left. You can toggle to view your Templates in a grid or a list view, and can sort any view alphabetically, or by date created.
Once your Templates have been created, you can easily apply them to any Project with a few clicks. When creating a new file, for example, you'll have the option to quickly choose a Template to work off of.
You can further customize from there, or for your files, select a different Template by clicking the file drawer tab. Any changes that you make will only save to that particular Project, without affecting the original Template. Head to the Templates section of your account to check it out!
Want to learn more?
- Sending files to your clients
- How do I edit a payment schedule on a Proposal or Invoice?
- How do I edit a file that was already sent?
Still have questions? Feel free to send us a message by clicking the Question Mark icon on any HoneyBook page. Our team is always happy to help!