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Getting started with contracts

Create and share your first contract so you can get going on your first project in HoneyBook.

Updated over 2 months ago

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

Learn how to get started creating and sending contracts below. Use the table of contents to choose your starting point.


I’m new to contracts

Welcome to the world of online 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 (e.g., project agreements, cancellation amendments), project types (e.g., birthday parties, weddings), and client types (e.g., 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

  1. From your top navigation bar, select Templates > select File Templates

  2. Select Create New > select Contract

  3. Once you've created a new template, go through the step-by-step guide on building it out


I have existing contract templates that I’d like added 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.

  1. You'll receive an email once your documents have been added to HoneyBook

    1. This can take up to 72 hours

  2. 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!

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