If you're a Gmail and Chrome user, download the Chrome Extension to create a new project in HoneyBook right from your inbox. Or, you can manually add them.

While on the phone with your inquiry, open HoneyBook so you can manually add the project and client details based on your conversation.

If you're a Gmail and Chrome user, download the Chrome Extension to create a new project in HoneyBook right from your inbox. If the lead comes in using a different method or with missing information (ie email address), you will want to manually create a project instead.

If you're already using a scheduling tool, replace it with HoneyBook's Scheduler. Set up a session type, then create and share a smart file that includes the Scheduler! Or, include the link and share it with the client however you would today (text the link, email it, redirect them there after submitting the contact form, etc.).

Connect your Google Calendar to HoneyBook so all your events pull into HoneyBook, and vice versa. Plus, you can adjust your preferences tab so HoneyBook notifies you when projects have conflicting dates. Then, set up two different email templates: one for replying to move forward when you are available, and one for replying when you aren't.

Build a smart file template that contains service selection. Set up an email template to accompany this file. Share this file and email with your inquiries, or certain types of inquiries, automatically (after they submit a contact form) or manually inside the project workspace.

Build a smart file that contains an invoice. Set up an email template to accompany this file. Share this file and email with your inquiries, or certain types of inquiries, automatically (after they submit a contact form) or manually inside the project workspace.

Create a smart file that contains service selection and update the settings to "view only". Add any additional actions or info your quotes typically contain (i.e., scope of work, a welcome video, etc.). Set up an email template to accompany this file. Share this file and email with your inquiries, or certain types of inquiries, automatically (after they submit a contact form) or manually inside the project workspace.

Create a smart file that contains questions. Set up an email template to accompany this file. Share this file and email with your inquiries, or certain types of inquiries, automatically (after they submit a contact form) or manually inside the project workspace.

Build a smart file that contains text, images, or even video to welcome your client and set proper expectations. Set up an email template to accompany this file. Share this file and email with your inquiries, or certain types of inquiries, automatically (after they submit a contact form) or manually inside the project workspace.

Build a smart file that contains a contract, or multiple pages of logistics, so your client can fill in appropriate fields, review your terms, and ultimately sign off. Set up an email template to accompany this file. Share this file and email with your inquiries inside the project workspace.

Create a smart file that contains service selection and update the block settings to "view only". Then create a smart file that contains an invoice, and possibly a contract, to share after the client has reviewed. Now adjust the file settings of the service selection file to automatically populate your invoice after client approval using the invoice file template you just created. Or, combine all these actions into one smart file with service selection set to view only, invoice review, contract, and payment.

Create a smart file that contains a service selection page, an invoice page, and a contract page. Choose the services you'd like your client to select from and adjust any necessary settings (i.e., select one, multiple, or view only). Your clients selected services will pull into the invoice and contract automatically. Adjust the invoice for any additional items the client is paying for, plus the payment schedule amounts and due dates.

Create a smart file that contains an invoice & pay block. Adjust the invoice for what the client is receiving and adjust the payment schedule due dates and amounts as needed. Then add a contract block.

Create a smart file that contains an invoice & pay block. Be sure to select "recurring payment" from the invoice options. Adjust the invoice for what the client is receiving and adjust the payment schedule as needed (daily, weekly, monthly, yearly, etc) with or without an end date. Then add a contract block.

Create a smart file that contains an invoice & pay block. Be sure to select "recurring payment" from the invoice options. Adjust the invoice for what the client is receiving and adjust the payment schedule as needed, only accounting for the first payment due. Then add a contract block. Once the first payment has been made and contract signed, edit the smart file to adjust the amount of the invoice and the recurring schedule to whatever it needs to be on your recurring basis. Publish and send!

Log time inside of the project workspace (either manually or by using the stop watch feature on mobile). Click "Create Invoice" within the time tracker when you're ready to create the invoice and bill the client.

Once you've created a smart file that contains an invoice and pay block (inside of a project), you'll be able to open it to download at any time. Simply attach the PDF to an email and send off the appropriate party. You can even do this through an additional, private, workspace within the same project. Once approved, you can proceed with sending the smart file electronically as normal in the original workspace.

There are a few options for accomplishing this:
1. Scheduling link shared with client outside of HoneyBook (ie social media, website, text, etc.), then manually send an invoice smart file.
2. Automatically or manually share a smart file that contains an invoice and redirect to the scheduling link upon completion.
3. Automatically or manually share a smart file that contains a scheduler block, with Client must pay to reserve session toggled ON, and an invoice and pay block.

Create a smart file that contains an invoice & pay block. Adjust the invoice for what the client is receiving. In the payment schedule, select the "milestone" due date from the dropdown. You can have several milestones if needed! Then, send your smart file to your client. Once the work has been completed, go into the sent smart file and click "request payment". Repeat this process for any additional milestone payments.