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Let clients select and pay for a session

Give your clients the option to schedule a session when they book a service through a smart file and/or lead form

Updated over 2 months ago

When you’re creating a smart file or lead form, you can add a services block which offers clients a selection of services. One of the options within this block type is to provide service selection with scheduling, which allows your client to select a session type, then schedule a meeting.

Add service selection with scheduling

  1. First, get started working on a smart file or lead form

  2. From within your file or form, click the large plus (+) sign to add a new block > select Services

  3. In the right menu, select Start from blank + > Service selection with scheduling

    1. A services block will be added to the page, and a new page with a scheduler block will also be added

  4. Add a session:

    1. Select Add session > select the session type you want to add

    2. Mouse over the session in the smart file and click on it

      1. From the right sidebar, update the Unit price if you'd like to charge for the session*

        1. If you charge for the session, be sure to follow the steps below to ensure your file is set up correctly

  5. If you'd like, add another session type (your client can choose between the session types):

    1. Select + Add > Row of service items

    2. Select Add session > select the session type you want to add

  6. Select + Add, then add more services to the block if you'd like

*If you'd like to charge for the session

  1. From the right sidebar, select + Add page

    1. If you don’t see this option, select the X at the top of the menu

  2. Select + Start from blank > Invoice & Pay

  3. Select + Start from blank > select whether the invoice is standard or recurring

  4. The service selection with scheduling will automatically appear on the invoice

  5. Below this, add any additional services you want to include on the invoice by selecting + Add service item

    1. Learn more about adding services to an invoice

  6. A payment page will also be added to the file or form so the client can make a payment towards the invoice

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!

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