How to use HoneyBook templates to work faster 

Learn how to use HoneyBook templates to make your business efficient and showcase your professionalism with less work. 

When you send individual files to move your clients through your clientflow, it creates a disjointed experience. Consider it from their point of view: they need to create a login for DocuSign, PayPal, Calendly, or any other platforms you use. Just like you, they’re having to jump from one place to another, and it’s easy for things to slip through the cracks. Less tech-savvy platforms also add the pain of disorganization, from having to download, sign, upload, and not being able to store all of your files in one place. 

With HoneyBook templates, this issue is gone for everyone. On your end, you can sign in to one place and create the file types you need, whether it’s contracts, invoices, sales brochures, intake forms, or more. Overall, you can save hours each month on business tasks, helping you work faster and more efficiently.

For your clients, they can take care of everything in one step as well. Plus, they get to experience your brand all along the way, making everything feel more cohesive. 

Jump to: 

• How to create better client experiences with HoneyBook templates 
• Start with professionally designed file templates
• Browse HoneyBook templates by your business needs
• Browse HoneyBook templates by your industry
• How to customize your file templates
• Work more efficiently with your clients 

How to create better client experiences with HoneyBook templates

When your clients interact with you, they want the least amount of friction possible. They’re already paying you for a service, so making anything difficult for them will make it feel like their money isn’t going to good use. 

HoneyBook templates enable you to create great experiences for all types of clients, including those you need to nurture, those who expect instant booking, and recurring clients who expect to move forward quickly. 

Templates for nurturing prospective clients

Do you have a long sales process? If your clients need one-on-one nurturing, you can still use HoneyBook templates to facilitate the process. 

Use individual templates for each step, such as a sales brochure, then a contract and an invoice. In between each step, you can use questionnaires to collect more information as well as the HoneyBook scheduler to meet with clients directly and discuss their needs. 

Templates for new clients that expect instant booking

Do you have services that clients can book instantly? This is where you can experience the full power of HoneyBook templates. 

Use a file template that includes everything your clients need to book, including service selection, invoice, and contract. When clients inquire, all you have to do is send the booking file to them. 

Or, better yet, allow clients to book directly from your website by using HoneyBook lead forms. Just provide a link from your site to your lead form template and allow clients to book and pay, plus take additional actions (like scheduling). It can all happen without your involvement, so it makes for a true instant booking experience. 

Templates for recurring clients that expect to move forward quickly

If your business functions with a lot of recurring clients, HoneyBook also has a template for that. Lead forms are the way to go since you can link to them from any page on your website. 

Perhaps you have a specific landing page for recurring clients where all they need to do is click your lead form link, pay for their next project, and continue working with you. 

Email templates

Throughout the entire clientflow of working with leads and clients, communication is key. To make your work even more efficient, HoneyBook also offers the ability to save different email templates for all of your clients.

Email templates make it easy for you to prepare canned responses, like thank you emails for new inquiries, confirmation emails for new bookings, and more. Plus, using your email templates in HoneyBook you can also automate some communication to save even more time. 

Start with professionally designed file templates

If you’re not sure where to start, you can rely on the HoneyBook template gallery to get started. There, you’ll have access to more than 80 professionally designed templates with built-in best practices for engaging with and converting clients. You’ll also have some templates pre-loaded into your HoneyBook account that you can start with, which are tailored to your business type when you sign up for your account.  

While other platforms might just offer invoices or contracts, HoneyBook offers templates you can use throughout your entire clientflow. 

Browse HoneyBook templates according to your business needs

Within the HoneyBook template gallery, start by filtering for your specific business needs. You can access all of these file types: 

Booking

Access invoice and contract templates as individual files, or proposals that combine both. If you want an even more seamless booking process, check out the templates that combine more actions. 

Sales

As you move through your sales process, you might need sales brochures that help showcase your work, or pricing and services guides that potential clients can use to make a selection. 

Scheduling

Create a unique file for each of your services that includes an overview as well as a way to easily schedule with you. Or, combine scheduling with other actions like selecting a service, signing a contract, and paying. 

Questionnaires

Questionnaires can be important throughout your entire clientflow, whether you use them as part of your discovery process, check in on customer satisfaction, or ask for feedback at the end of the project. 

Onboarding

Create a client welcome packet that includes everything your clients need. You can create a page or two of introduction, remind them of the approved scope, and then drop in a questionnaire to gather kickoff information. 

Project closure

Close your project professionally so you can continue to maintain your relationships. Ask for feedback with a questionnaire, then include links to your review sites or requests for testimonials. You can also instruct clients on your renewal process if they’re interested. 

Lead forms

Lead forms are essentially files that anyone can access from your public channels. Clients can view any information you include, and then take action to convert immediately–all without your oversight. Choose from templates built for one-time consultations, introductory calls, inquiry forms, instant booking, digital products, and more. 

How are file templates and lead form templates different?

With HoneyBook file templates, you still need to send them to your clients, whether you do so manually or via automations. With lead forms, they act as a more robust contact form that you can link from your website or other public channels. 

You can find all file templates in the template gallery, while your lead form templates are in the lead capture section of your account. 

Browse HoneyBook templates by your industry

If you’re not sure what you need just yet, you can also browse through templates built for specific industry types. After all, what works for a photographer may not work for a business coach, and vice versa. Here are some industry file types you can access through HoneyBook, though there are many more to explore in the template gallery. 

Photographers 

For photographers, you need to make sure you’re presenting your work, showcasing your pricing and packaging, and gathering the information you need from clients. Use HoneyBook to find templates for: 

• Portfolios
• Print and model releases
• Client questionnaires
• Pricing guides
• Posing and day-of guides
• And more!

Event planners

Event planners work closely with their clients around a specific project, so it’s important to understand client needs up front, organize everything into an event timeline, then gather ongoing information throughout the project. Depending on your services, you may also need to share design proofs so your clients can get a sense for your event design ideas. 

HoneyBook’s event planner templates include: 

• Design proofs and floral proposals
• Timelines
• Welcome packets
• Experience questionnaires
• Pricing guides
• And more!

Consultants and coaches

If you’re a business consultant or business coach, your business revolves around the client intake and proposal process. To make it easy, you can access these templates in HoneyBook: 

• Intro packets 
• Discovery call quesionnanires
• Services guides
• Non-disclosure agreements
• Proposals
• Welcome packets
• Feedback quesionnaires
• And more!

Designers

If you’re a designer, your business is inherently very visual, and your files should be too. HoneyBook’s templates have everything you need to share your portfolio present ideas to your clients, get their sign off, and move forward with your projects. Explore these templates and more: 

• Design brochures
• Service guides
• Design and mood boards
• Proof and design approvals
• Satisfaction questionnaires

How to customize your HoneyBook file templates

Even when you start from a template, it’s important to customize your files to fit your company brand and specific client needs. 

First, save the templates you want to use to your HoneyBook account. You’ll be able to find them all within My Templates, where you can also favorite your most-used templates and organize them into folders. 

When you open each template, you’ll be able to customize it using the HoneyBook builder. We recommend walking through these steps to customize your templates and finalize them for client use: 

1. Apply your company theme to make sure your brand logo, colors, and fonts are used throughout.
2. Add/remove sections or actions as needed–if the template isn’t quite right as is, it’s easy to remove and add new sections. Just click on a specific selection to delete it. Or, add new content and action blocks.
3. Save and reuse different pages and blocks from your templates–once you’ve created at least one template, you can save individual blocks or pages to easily plug into other file templates. 
4. Update the template with specific client information (e.g., populating an invoice with the services they’ve selected, adding their name to personalize the file, or dropping in specific fields into a contract).
5. Adjust formatting as needed–the builder allows you to select specific sections in the template, drag and drop to reorder them, drop in images and other media, and adjust spacing.
6. Edit your buttons and CTAs–if you’re using a template that has multiple pages, be sure to take a look at the buttons that lead clients to the next pages. Make sure it’s clear if they need to view other pages or take actions. 
7. Preview the file–once you’re done, click the preview button to see what the file will look like for your clients both on desktop and mobile. From there, you can also send the file to yourself as a test, to preview the full client experience before sending it out. 

What about building a template from scratch?

When building a template from scratch, follow the same steps as above. Instead of adding or removing sections from a template, you’ll just need to add your own. You can choose content blocks such as text blocks, questions, images, videos, dividers, and layouts. 

You can also include action blocks for the following: 

• Services– let your clients select services directly inside the file
• Contract– include a contract with dynamic fields that clients can eSign from desktop or mobile
• Invoice & pay–if you use the service action block, your invoice will automatically populate with client choices. Otherwise, you can build your own invoice that also includes payment processing
• Scheduler–let clients schedule time with you (include invoice & pay as well to accept payment before sessions are scheduled)

Work more efficiently with your clients 

TLDR; HoneyBook templates enable you to work faster and more efficiently with your clients. You can start from scratch if you need to, but the templates on hand empower you to move forward with clients after just a few minutes of customization. 

Your clients will appreciate a professional, cohesive experience, along with the ability to complete multiple steps at once. 

Once you’ve built all the templates you need, you’re able to grow and scale faster. See how easy it becomes to take on new clients and use repeatable processes.