HoneyBook Templates Wedding Pros Need in 2024
Hey there wedding pros! Curious to know which HoneyBook templates your business needs in 2024? As a HoneyBook pro, I’m a big proponent of templates (and yes, you can customize them!) to systemize your business. HoneyBook templates help give you your time back while also gaining leads & accelerating the onboarding process. So let me tell you more about the HoneyBook templates I love to create for wedding pros.
What are some of the best HoneyBook Templates for Wedding Pros?
Your onboarding process might look quite different from other wedding pros in your space, and that’s ok! There is more than one way to bring in leads, onboard clients, and work with them throughout the duration of your project. However, I will say, that these HoneyBook templates are go-to recommendations for creating that silky smooth process from A to A.
1. HoneyBook Pricing & Services Guide Templates
Are you wondering how a HoneyBook pricing guide or services guide template is different than having pricing listed on your website? Your HoneyBook pricing template should include more of a breakdown or itemization of your services vs the pricing on your website. I’m guessing here, but your website might say something like “packages begin at [this price]).
Once your client has stepped beyond your sales page and through your lead forms, you might gain a better idea of what they actually need so you can provide them with a more comprehensive pricing structure. Your couples may ask for additional hours of coverage or other specific add-ons. For this, they’ll need access to a pricing guide or services template. A pricing or services guide template will provide them with a better understanding of deliverables, your pricing structure, and whether or not they need what they think they need. Remember, it’s not a proposal quite yet, because they are still being guided to a decision.
2. Honeybook Proposal Templates
So your potential client has had time to look over your pricing & services template while deciding what works best for their vision. They are ready to move forward, but in order to do so, they need a proposal. A proposal sent to your clients through HoneyBook will outline key information such as the scope of work, the total of their package, time spent together, and any deliverables.
But, that proposal template in HoneyBook should also be a visual representation of your brand. If your client has gone from your pricing and services template to your HoneyBook proposal, are they being led through your brand experience? Branded templates curate experience-driven touchpoints that build trust with your clients every step of the way. YourHoneyBook proposal template should be just as beautifully designed as your other HoneyBook pricing & services guide.
3. HoneyBook Photography/Wedding Contract
I sincerely hope, that in 2024, wedding pros will be using contracts as part of their HoneyBook templates. Having a contract in place for the scope of work protects you and your client. If we learned anything from the pandemic, it’s that the contract template in your HoneyBook account should cover you in any situation, including a COVID-19 liability waiver. Your HoneyBook contract will be a legally binding document and should outline other key terms such as a cancellation policy, payment schedule, severability, indemnification, and force majeure.
4. Onboarding Kit
Your client said yes! They loved your proposal and now it’s time to officially welcome them into your business! An onboarding kit is where you will provide your client with that fabulous gated information. You know, the stuff you don’t just give away for free. If you’re a photographer, your HoneyBook onboarding kit might include a guide to selecting a location or attire for an engagement session as well as a list of recommended pros for hair & makeup. If you’re a wedding planner you might provide your clients with a workable vision board to help them put together their color palette or even a sample timeline of how they can expect their wedding day to go. Your onboarding kit is a great way to welcome your client, and also provide them with the knowledge you’ve acquired as a seasoned wedding pro, to help make their process stress-free and fun! Need a guide on how to set up your onboarding kit in HoneyBook? Check out this post.
5. HoneyBook Schedulers
With HoneyBook schedulers, you can allow your clients to
Schedule a meeting
Book a session
Additionally, they can also cancel or reschedule as needed. No more going back and forth with “I’m free on this day and time, how about you”. HoneyBook schedulers sync with your calendar and the entire process can be entirely automated.
Want to take things a step further with HoneyBook schedulers? You can have your client, schedule, pay an invoice, and sign a contract in order to reserve their session! I personally love this feature for photographers who are setting up mini sessions or just working with a couple on their engagement shoot but haven’t yet booked their wedding photography. And yes, all of these HoneyBook schedulers can be customized and created with your brand in mind.
6. HoneyBook Questionnaires
As wedding pros, you have a front-row seat to one of the biggest events of a couple's life. Right alongside their parents, grandparents, siblings, friends, college roommates, and pretty much everyone they love! But, before the big day arrives, how do you learn more about your couple's story? There’s only so much information a couple will willingly give out during the initial inquiry process. Once they’ve decided to move forward with you, it’s time to get to know them a bit better. You’ll want to ask them questions like, How did they meet? When/where was their first date? You get the idea! In fact, if you’re wondering what to include in your client questionnaire, you check out this post for more details.
Asking your couples these questions helps you get to know them better before the big day arrives. Additionally, it will help you understand the choices they made during the planning process. Not only that but what happens after they get married? Do you plan on sharing their story on your blog or social channels? Your questionnaires will be a gold mine for creating compelling, click-worthy captions and content. Do you want to stay connected to your couple further and send them a 1st-year anniversary gift? Include a fun question on their questionnaire like “What's your favorite candy”? It will be a way to surprise and delight them one more time while keeping your business name at the front of their mind when their friends come asking for referrals!
Want to grab some more HoneyBook resources before you go? Check out these links.