How to Create Templates in HoneyBook

Dahlia Orth explains how to create templates in Honeybook

As a business owner yourself, you probably know that templates are a beautiful thing! Like I always say, templates are the foundation of every great system! But, how do you actually get started with creating your templates?

In this video, we’re going to be talking ALL about templates in HoneyBook and what it actually looks like to create them. I’m going to give you a brief, behind-the-scenes tutorial on how to get started and where to create templates for your contracts, invoices, emails, and more! Let’s dive in!

Gathering Your Templates

The very first thing you want to do is actually gather all of your templates in one place. I find that the easiest way to do this is within a Google Doc! Go ahead and open up a fresh Google Document and title it “Email Templates” or something similar! Then, go into your inbox and analyze what emails you send repeatedly.

Maybe you have the same response to your inquiries. Or maybe you have the same response for a client who filled out a questionnaire. Whatever it might be, copy and paste those repetitive emails as templates in a Google document. Then you go into your HoneyBook account and start to copy and paste them right into the system.

Your Contract

If you have a contract you’ve already purchased, you’ll just copy and paste that contract into HoneyBook, and then you’ll fill in the blanks. You can fill those in with smart fields. I like to use smart fields because then I am able to auto-populate some of that information from my client’s project.

You can also fill in your state and county or your business name, things that are more specific to your business. But going in and actually copying and pasting it and putting it into your account will be the start of getting your templates up and running. The same applies to your packages and pricing.

How Do I Start?

All right, so where do you actually start? I’ve covered a lot of these steps in a few of my other videos, but in case you didn’t have a chance to watch them, you start on the main dashboard page. Next, inside HoneyBook, go to “Tools” and click on “My Templates.”

We then have Legacy Templates and My Templates. So, “Legacy Templates” are the older version of what HoneyBook templates used to be. Now they have things called Smart Files, which is the new way of doing templates. (Check out my blog post, all about how to use a HoneyBook smart file.) You can still have access to your older templates as well if you want to access any old contracts or invoices.

Stay Organized

One of the things I would suggest doing right from the beginning is building out folders. I like to do this for my own clients. I show a little bit more in-depth in the video above. With your HoneyBook account, you can actually file folders. Once you make the folder, you can actually then move it to another folder.

If you have any questions, leave a comment below! Also, let me know, what templates you have already built in your own business and what you have found to be most beneficial by having templates in your business. I would love to hear!

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