HoneyBook contracts let you:
Add your contract text
Dynamically pull project or client details, or request clients to input their information, using smart fields
Include electronic signatures for you and your clients
Combine the contract with other blocks (questions, scheduling, invoices, and more)
We’ll cover how to get started creating and sending contracts below. First, choose your starting point:
I’m new to contracts
Welcome to the world of online contracts! Before you start sharing contracts with clients, we recommend setting up your templates first.
What are templates, you might ask? Templates are baseline versions of your documents and great time-savers. Once you create a template, you can pull that template into projects and make client-specific customizations without affecting the original file. You might consider creating templates for different contract types (project agreements, cancellation amendments), project types (birthday party, wedding), and/or client types (business clients, individuals).
Use one of our example templates
We’ve created some example templates for you here. 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 our templates were created with the help of legal experts, laws can vary from one jurisdiction to another. We highly recommend you 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.
Click on a template to open and edit it. We have a step-by-step guide on building out contract templates here.
Start from scratch
From your top navigation bar, select Templates > File Templates
Select Create New > Contract
Once you've created a new template, we have a step-by-step guide on building it out here
I have existing contract templates that I’d like added to HoneyBook
Great news: we provide a free file transformation service for all new members that have existing documents with pricing, contract, or questionnaire information. Our team takes these existing files and builds them into your HoneyBook account as reusable, dynamic templates.
Learn more about this complimentary service here.
Share your contract
Once you have a few contract templates in your account, you can get started sharing contracts with clients.
Contracts must be shared through client projects, with the project participants—they cannot be shared publicly at this time.
From your home page
Click the + NEW button to the top right of your screen > select Smart file
Select the Contract filter to see existing contracts you have
Save the contract to a project: a shared workspace for you and your client to have everything organized in one place
Make any client-specific edits to the content of the contract
Assign a signature line to your client
Share the contract with your client. You can:
Send via email
Or, create a direct link that you can share with your client through the channel of your choice
From the template builder
If you're working in a template, click Use Template and follow the prompts to share the contract through a client project.
Learn more about sending a file from the template builder here
From a client project
If you're working in a client project, click Create File > Contract and follow the prompts to share a contract with the project participants.
Learn more about sending a file from a project here
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!