When you share a HoneyBook contract with a client, they can sign it with just a few clicks. Get a few tips to ensure you’re providing the best-possible client experience below. Learn more about creating and sharing a contract.
Utilize smart fields
Instead of repeatedly typing project or client-specific details, which can result in information being overlooked, use smart fields in your contracts.
Smart fields can automatically populate project details or request information. You can configure smart fields to:
Automatically pull:
Info from project details fields, such as relevant dates, locations, client contact info, and more
Answers from questions you ask in your file at some point before the contract
Session-related details, such as the meeting date, time, location, and name
Request (or require) clients to fill out fields before they’re able to sign
Remind you to fill out certain client or project information before sending
Learn how to set up and use smart fields.
Get inspiration from the Template Gallery
The Smart Files Template Gallery offers a collection of pre-made smart templates, including questionnaires, quotes, contracts, and invoices. You can either save these templates to customize them or browse for inspiration.
From your top navigation bar, select Templates > select File Templates
Check the Contracts filter to the left side of your screen
Filter by your Industry to locate relevant contracts
Click on the template that you’d like to view
Within the pop-up that appears, either:
Scroll through to preview the template
Select Quick Save
The template will be immediately accessible under your Templates page in the Saved templates folder
Or, select Edit this Template
You’ll be sent straight to the smart files builder, where you’ll be able to edit the template
The template will be automatically saved under your Templates page in the Saved templates folder
Understand the client experience
Your clients’ experience with contracts is simple, but it’s important to understand what they’ll see as you build your files out.
📚 Tip
Any time you're working on a file, click Preview to see the client view.
Once your client reviews the contract and completes any required smart fields, they can click or tap the signature line to add a legally binding signature. They can choose to type or draw their signature, and can sign from any device.
Your client can also download the file as a PDF.
Combine your contract with other actions
Smart files allow you to combine actions like service selection, scheduling, invoices, payment pages, contracts, and more into one cohesive file. This means you can streamline your booking process and reduce back-and-forth with your clients.
If you find yourself sending separate invoice and contract files, for example, but at the same time—that might be a good clue that it's time to combine them into one smart file.
Learn more about commonly-combined steps in smart files.
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!