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About
Onboard clients with confidence using this professional welcome guide. Share essential information, set expectations, and provide a smooth start to your partnership—all with ready-to-use copy.
What’s included
Questionnaire
Get client input, collect project details, and set expectations ahead of—or during—any project.
Scheduling
Let clients book meetings, sessions, or appointments during your available time slots.
Use this template to:
Onboard clients
Share general information
Gather information
Schedule meetings
From the creator
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HoneyBook
Last updated
June 28, 2026
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Make it your own
Fully customize the template to fit your needs. Quickly apply your company branding with just a few clicks.
Share with clients
Create exceptional client experiences through HoneyBook’s dedicated client portal, allowing them to read, review, and take action from any device.
Reuse and scale
Use your customized files with different clients again and again to save time and make managing client interactions that much easier.
Join the 100,000+ businesses growing with HoneyBook.
