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Add, manage, and use services in HoneyBook smart files

Learn how to create and manage services in the Services Hub, add them to smart files, and connect them to invoices and contracts for a seamless client booking experience

Services in HoneyBook let you define what you offer once, then reuse it across smart files. Clients can browse and select services, and their choices flow automatically into invoices and contracts — reducing manual work and making it easier to book.


✨ Services Hub update: Manage everything you offer in one place

HoneyBook upgraded how you manage what you offer—what was previously called “packages” is now part of the Services Hub. The Services Hub helps you streamline your workflow, reduce repetitive setup, and create a more flexible, scalable booking experience for your clients.

What’s changed

  • Packages are now services: Everything you previously managed as packages is now available as services in the Services Hub

  • Your data moved automatically: All existing information—names, pricing, and structure—has been migrated. No action is required, and nothing was lost.

  • More flexibility and scalability: Services are easier to organize, reuse across smart files, and customize to fit different client needs

What you can expect

When you open the Services Hub, you’ll see:

  • Your previous packages, now listed as services

  • A centralized place to edit and organize your offerings

  • The ability to reuse services across multiple files

You can start using services immediately when creating or sending a smart file—no additional setup needed.


Manage services in the Services Hub

Add a service

  1. From the navigation menu, select Templates > Services

  2. Select Add service

  3. Enter a name, then optionally:

    • Add a description

    • Adjust quantity, unit measurement, and unit price

    • Enable tax or service charge

    • Add an image

    • Add sub-items

  4. Select Save

Delete a service

Deleting a service removes it from the Services Hub and prevents it from appearing when adding services to new smart files. Existing smart files that already include the service aren’t affected.

  1. From the navigation menu, select Templates > Services

  2. Select the More actions menu icon three-dot menu icon next to the service you want to delete > Delete > Delete


Add a services block to a smart file

A services block lets clients browse and select from your offerings directly within a smart file.

  1. Add a services block in one of 2 ways:

    • Select Add block Add a block > Services, or

    • At the top of the smart file builder, select Manage your pages > + Add page

  2. Choose a template with a services block or select + Start from blank. If starting from blank, choose a services block type:

    • Service selection — Client views and selects services

    • Service selection with session — Client selects a service and books their session

Delete a services block

  1. Open a smart file

  2. Find and select the service block > Delete Delete (trash icon)


Configure service selection settings

In the Settings tab on the sidebar, control how clients interact with the services block:

Service selection

  • Select one — Client chooses a single service

  • Select multiple — Client chooses more than one service

  • View only — Client can’t make a selection

📣 Note: If you choose Service selection with session, the client must select one service with a session. This option overrides the service selection setting.

Selection is required (Service selection only)

  • On — Client must select at least one service before proceeding

  • Off — Selection is optional

Client’s selection summary

Clients can view a running summary of their selections and see totals update in real time through the navigation bar. Select Edit to configure the summary:

  • Enable Redirect client to URL and enter a destination URL

  • Set the button text

  • Choose Cart or List for the icon style

  • Enable or disable Show summary total

Invoice info

Select Edit services for invoice to control which service details appear in the invoice block — add more context or remove fields that aren't relevant.

Design your services block

In the Design tab on the sidebar, customize the appearance of the services block:

  • Choose a layout (rows or columns)

  • Set a background color

  • Adjust top and bottom padding

You can also rearrange, duplicate, delete, or copy and paste individual service elements within the block.


Add a service item to an invoice

  1. Select Add block Add a block > Invoice & pay

  2. Choose how to build the invoice:

    • Start building — Build from scratch

    • Create with AI — Let HoneyBook AI generate the invoice block

    • Browse templates — Start from a pre-built invoice template

  3. In the invoice block, select + Add a new service

  4. Search for and select a saved service from your Services Hub

    • Select Manage services to return to your full services list in the Services Hub

    • Edit details inline if needed (description, quantity, unit price, sub-items)

Delete a service item from an invoice

  1. Open a smart file

  2. Find and select the service in the invoice block you want to delete > Delete Delete (trash icon)

Edit services with HoneyBook AI

Select a service in the invoice block > Edit your invoice with AI Edit your invoice with AI to create, edit, or add services through a chat interface — no manual editing required.


Understand static vs. dynamic services

When a services block and invoice block appear in the same smart file, client selections automatically populate the invoice and totals update in real time.

Type

Behavior

Static services

Always included in the invoice, regardless of client selection

Dynamic services

Added to the invoice based on what the client selects

Payment plan rules when combining service types

  • Both static and dynamic services: Must include at least one percentage-based payment. Fixed payment amounts are allowed up to the static services total.

  • Dynamic services only: All payments must be percentage-based or evenly divided


Add a service recap to a contract block

Include a dynamic services recap in your contract so it automatically reflects whatever the client selects — no manual updates needed.

  1. Add a contract block to your smart file

  2. Select the contract block > Add next to “Services recap” in the sidebar

  3. The contract will update automatically based on the client's selections, always reflecting exactly what they chose


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!