HoneyBook 101, Lesson 3: Setting Up for Success with Templates
Section 2:
Building Package, Invoice, and Contract Templates


While you’re able to create Templates for a whole host of account elements in HoneyBook (all file types, emails, etc.), in this section, we’re going to focus on building Package, Invoice, and Contract Templates, as these three pieces of the puzzle will get you familiar with lots of related elements! 

When you’re getting started with account setup, it’s a great idea to begin by creating Package Templates before proceeding with any other file Templates. In doing so, you’ll create a pricing structure—essentially, the building blocks that will make it even easier to build out all your other file types!


In this section, we'll review:



Package Templates


In a business, certain services go hand in hand. Instead of taking the time to add these individually to every file, group items or services into Package Templates. 

Packages are the building blocks for your other Templates—like Brochures, Invoices, and Proposals—so we recommend creating Package Templates before any other Templates!

Once you've created a few, use them to build your other files with a just few clicks, adding that set of items in one fell swoop. You can always edit them once they've been added to a file.


From within your Package Templates section:

1.  Click the tab on the left side of the screen to open the File Drawer, then click Add Template.

2.  Click on the title to update the name of the Package.

3.  Click Add New Item to add a service to the Package, and click any detail field (quantity, price, tax, etc.) to edit. You can:

  • Create a brand new item by typing in the item name and adjusting the details
  • Choose from recently used items, if you've already added some in other Projects. 

HoneyBook Tip: You can also rearrange the order of items: the 6-dot Icon that appears on the left side of the item indicates a drag-and-drop!

4.  To price the package as a whole, rather than as an itemized cost list, edit the price in the Package title line and remove prices from the individual items.


All changes will save automatically!


Once you’ve created a few Package Templates, you can easily include them in future Invoice, Contract, or Brochure Templates (or live files!) that you build, simply by selecting from a list of these Packages. We’ll review how to select from these options in the next segment: Invoice Templates.




Invoice Templates


An Invoice is a list of services and prices, as well as a payment schedule. When your client receives an Invoice, they'll be able to review the line items and seamlessly make their payment online.

When you create an Invoice Template, not only can you save groups of items or services that might commonly be sold together, but you’ll have your choice of dynamic fields to use in your payment schedule. So even if you apply this Template to a Project in the future and then add $2000 worth of services for that individual client, your payment amounts in the schedule can automatically recalculate! 

Or maybe you always need your first payment due a week after the invoice is sent, and the final payment due on the Project date? Those dates can automatically fill in for you, too—so you don’t have to go through and adjust the schedule on every Invoice that you send.


From within your Invoice Templates section:

1.  You can work off of an example Template provided, or start from scratch by clicking the tab on the left side of the screen to open the File Drawer, then clicking Add Template.

2.  Now, you can customize your file headerhere's how to edit the file name, background image, and more.

3.  In the Items section, click Add New Item to choose some services. You can:

  • Select a Package Template, if you've created some (if not, see the segment above!)
  • Choose a recently used Item
  • Add a brand new Item by typing in an Item name, then clicking the Add (+) button

4.  Edit the details for each Item or Package by clicking on the field you'd like to update: name, quantity, price, tax rate, etc.

HoneyBook Tip: You can also rearrange the order of Items: the 6-dot icon that appears on the left side of the Item indicates a drag-and-drop!

5.  In the Schedule Payments section, customize your payment amounts and due dates.


All changes will save automatically!



Contract Templates


Contracts through HoneyBook are legally binding documents that allow you to specify the nitty gritty service information of your project, and they require your client to review and sign the file—which they can do right through our platform—before the project can proceed.

Another file type that offers dynamic fields, Contracts allow you to insert Contract Fields, which you can use to either automatically pull in details like client information, Project details, etc.; or, which you can use to request information from a client (maybe you need them to initial a section to confirm that they’ve read it, for example).


From within your Contract Templates section:

1.  You can work off of the example Template provided—a great place to start, if you don't already have Contracts to work off of—or start from scratch by clicking the tab on the left side of the screen to open the File Drawer, then clicking Add Template.

2.  Now, you can customize your file headerhere's how to edit the file name, background image, and more.

3.  Enter the full text of your Contract in the text box below the header. Feel free to take advantage of the text formatting options using the formatting bar at the top of your document—customize to represent your brand!

HoneyBook Tip: HoneyBook Contracts are legally binding, so make sure to clearly include all relevant service information here.


PLEASE NOTE:
Unfortunately, at the moment, your existing Contracts cannot be uploaded directly into HoneyBook—your Contract language will need to be copied and pasted into these Templates, per these instructions, in order to use them moving forward.

4.  Click the Field Options button in the formatting tool bar to add a Contract Field! 

These are the fields that can automatically pull in Project details such as your client's info, event specifics, relevant dates, and more—choose any fields that currently exist in your HoneyBook Projects.

Learn more about adding Contract Fields in the video below!

  • Field Name will show as placeholder text if no value is assigned in the Project.
  • Field Value can be entered for fields that are more static (like your business information), but you'll likely want to leave it blank; this will prompt you or your client to enter specific Project info before sending or signing the file.
  • You can select whether your client Can Edit (has the option to update), Must Fill (is required to update), or Can't Edit the field.

5.  Use the other add buttons in the format tool bar to insert: 

  • A header
  • A payment schedule, auto-populating from your Project
  • Your Package list

PLEASE NOTE: When creating Contract Templates, you will not see an option to add signature lines. Don't worry—when you apply the Template to a Project, the platform will automatically add signature lines for all participants and for you.


Want more information on setting up Contract Fields? Check out this video!



All changes will save automatically!



In the next section, HoneyBook's Complimentary Account Setup Service, we’ll talk about how you can streamline the creation of Templates even further—give yourself a head start by taking advantage of our free account building service!








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!

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