HoneyBook contracts let you create, send, and get signatures on agreements with your clients. They help you:
Set clear expectations for your services by adding contract text
Dynamically pull project or client details, or request clients to input their information, using smart fields
Collect e-signatures directly within HoneyBook
Combine the contract with other blocks (questionnaires, scheduling, invoices, and more)
I’m new to contracts
Before sharing contracts with clients, we recommend setting up your templates first.
Templates are standardized versions of your documents that save time. Once created, you can customize these templates for specific clients without altering the original. Consider creating templates for various contract types (ex: project agreements, cancellation amendments), project types (ex: birthday parties, weddings), and client types (ex: businesses, individuals).
Use an example template
You have some example templates for you. These are perfect if you haven't created templates of your own yet, and you can customize them to better fit your business.
✅ Note
While HoneyBook's starter templates were created with the help of legal experts, laws can vary from one jurisdiction to another. You should have a lawyer review and customize your chosen template to make sure it covers all the unique details and nuances of your business, as well as local laws. This way, you're fully protected and good to go.
Start from scratch
From your navigation menu, select Templates > select File Templates
Select Create New > select Contract
Once you've created a new template, go through the step-by-step guide on building it out
I have contracts I want to add to HoneyBook
HoneyBook has a free file transformation service for all new members who have documents containing pricing, contracts, or questionnaire information. The team will convert these files into reusable, dynamic templates in your HoneyBook account.
You'll receive an email once your documents have been added to HoneyBook (this can take up to 72 hours)
Then, you can customize and send your contracts through HoneyBook and collect e-signatures from clients
Share your contract
Once you have a few contract templates in your account, you can get started sharing contracts with clients. Learn how to share a smart file.
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!