Honeybook Smart File
Onboarding Template
Create a seamless, high-end onboarding experience that turns “we’re interested” into “we’re booked.”
This isn’t just a proposal. It’s your all-in-one, done-for-you onboarding system. Combining your packages, contract, invoice, payment plan, and questionnaires into one beautifully branded Smart File that makes couples feel supported and ready to book, without all the admin chaos.
Take a Peek Inside
Confident. Seamless. Built to seal the deal.
Whats Included
8-PAGE SMART FILE
The Bonus Pack
— PDF Guide + Video Walkthrough
— Plug-and-Play Copy with Prompts
— Pre-Written Email Delivery Templates
— Mini Brand Style Guide
A clean, strategic flow that walks couples through your proposal, contract, invoice, payment plan, and onboarding steps. All in one seamless experience.
Built-in Interactive Sections
Let clients review packages, select add-ons, sign contracts, and submit payments, without scattered emails or manual follow-ups.
Automation-Ready
Designed to plug directly into your HoneyBook workflows and automations, saving you time and helping you get booked faster.
Automated Pricing Guide
You gave them clarity, connection, and confidence on the call.
Now back it up with a process that feels just as powerful, all in one beautifully branded flow.
Built to Convert (Not Just Collect Info)
Drag & Drop Smart File Format
Clear, Confident Package Presentation
Fully Customizable Fonts, Colors, & Images
Plug-and-Play Copy with Built-In Prompts
Designed for Photographers, Videographers & Creatives
Follow the step-by-step Loom video to personalize and launch without tech headaches.
Watch the walkthrough
You’ll get the Smart File share link, Brand Guide, and setup PDF, ready to customize today.
Get instant access
Choose the style that fits your brand and workflow goals.
Pick your template
Deliver a seamless, branded experience that books dream clients on autopilot.
Send it off like a pro
Set up automations to send files, emails, and updates, keeping your workflow smooth and hands-off.
Implament Automation
Swap in your photos, update the copy, hit save and automate!
Make it
yours
The
Bonus Pack
In addition to both fully customizable templates, built-in prompts, and clean-as-hell design..
You’ll also get these extras to help you hit the ground running:
- Video Tutorial Walkthrough
- Copy Prompt Guide
- Mini Brand Style Guide
- Pre-Written Email Delivery Templates
This is for creatives who want to:
- Automate with intention, without losing the personal touch
- Save hours of backend setup, email writing, and Smart File buildout
- Deliver a seamless, high-end experience that wows couples from first inquiry to fully booked
Your 5-page Automated Pricing Guide that not only feels like you, but is built to educate, connect, and convert.
ONBOARDING SMARK FILE → $139
Your fully customizable 8-page Onboarding Smart File that sets the tone, builds trust, and makes your experience feel effortless.
CLIENT QUESTIONNAIRE SMART FILES → $89
Four done-for-you, ready to automate questionnaires to deepen connection and streamline planning. Only available in the bundle.
TEMPLATE SUITE → $149
A 19-email suite crafted for a high-touch, hands-off workflow, from first inquiry to fully booked.
AUTOMATION SET-UP GUIDE→ $99
A complete guide showing you exactly how to set up your workflow automations, so your entire inquiry-to-booking workflow runs on autopilot!
Want the Ultimate System? Upgrade to the Full Bundle
Bundle Includes:
Bundle Price: $219 (Save $396 Instantly)
Bundle
(Full System)
Complete Automate Set-Up Guide
Copy Prompts + Setup Resources
Pre-Written Delivery Emails
5-Page Pricing Guide Smart File
Pricing Guide Only
Bonus: 4 Questionnaire Smart Files
19 Email Template Suite & onboarding workflow
Complete Automate Set-Up Guide
Copy Prompts + Setup Resources
Pre-Written Delivery Emails
5-Page Pricing Guide Smart File
Bonus 4 Questionnaire Smart Files
19 Email Template Suite & onboarding workflow
Built by a Creative,
for Creatives
Ready to upgrade your client journey?
Choose your template or bundle, hit download, and start transforming the way you book, onboard, and wow your couples.
Absolutely. It’s not just about having a workflow, it’s about making sure it runs smoothly, saves you time, and elevates your client experience. These Smart Files upgrade what you’re already doing by connecting your pricing, proposals, contracts, and questionnaires into one seamless, automated flow.
Will this work with the workflow I already have?
Each design comes with a Brand Style Guide to help you get a feel for the vibe. Colors, fonts, borders, and image style. You can’t preview the full files before purchase, but here’s my tip: pick the one that best fits your brand. Still unsure? DM me your website, and I’ll help you choose.
How do I know which brand style to choose?
The Onboarding Smart File is your all-in-one HoneyBook system for booking. It combines your proposal, contract, invoice, payment plan, and questionnaires into one seamless, branded flow. Couples can review, sign, and pay in one place, giving them a smooth, high-end experience from the start.
What is the Onboarding Smart File?
FAQS
Nope. I give you a Loom video and a step-by-step PDF walkthrough so you’ll know exactly how to customize, load, and launch everything inside HoneyBook.
You can have these up and running in just about an hour, even if you’re not “techy.”
Do I need to be tech-savvy to set this up?
Yes. It includes a placeholder contract pulled from HoneyBook’s default templates so you can see how the automation works. But you should always add your own contract with language specific to your services and policies. This file is designed to streamline the booking process. Just plug in your legal copy and it’s ready to go.
Does this come with a contract?
Yes, these are designed specifically for HoneyBook’s Smart File system. But if you’re not on HoneyBook yet or have never tried it, here’s a free trial link (with my affiliate code) so you can check it out: 30% Off HoneyBook
