With automations, you can send contracts and invoices to clients automatically, at your trigger of choice. This results in a totally hands-off booking experience. You’ll be able to gloss over the back-end work and spend more time doing what you love—all while getting booked in the process.
📣 Note
This article references automations, available for Essentials and Premium plan members. Learn more about the features included in each plan here.
First, create a new automation and start building it out
At the appropriate point in your automation, add a step to send a smart file
Make sure that the smart template you select contains a contract and/or invoice
If you select a smart template that contains a contract, the contract will send as-is in any project that the automation is applied to, at the appropriate trigger
The contract signee will be listed as the first participant in the project
Once your file sends, you can always make project-specific edits if needed (such as: adding an additional contract signee), then publish the changes
Select the email template that you'd like to go out with the smart file
Set the trigger for the step and if it requires your approval before sending
Add more steps by clicking the plus (+) button
Or, click Save if you’re finished building out the automation
When your automation is good to go, get started applying it to projects:
When the trigger hits and your booking smart file sends, your clients will be able to complete any necessary steps, then sign and/or pay, without any back-and-forth. You’ll be notified as soon as they book.
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!