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Question

Contractor Onboarding Link

  • August 18, 2025
  • 2 replies
  • 7 views

Scott Paulk
Rising Star
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Will there be a contractor onboarding link that we can send out to any new contract hires so we can collect W9 info for paying contractors? I have to do it all manually. 

2 replies

Alicia Bauer
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  • Newcomer
  • August 18, 2025

@Scott Paulk  -  Great question! As of now, there isn’t a dedicated contractor onboarding link built into HoneyBook specifically for collecting W9s or onboarding contractors. You're not missing anything—most of us are still handling this part manually too.

That said, a great workaround is to create a custom Smart File with an embedded questionnaire and file upload field, allowing your contractors to fill out their info and upload their W9s directly. You can then send that as a reusable onboarding link anytime you bring on a new contractor.

It’s not a built-in contractor onboarding feature (yet!), but it can definitely help streamline the process.

I’d also recommend submitting a feature request or upvoting if you see one in the Feedback Section of the community, his kind of functionality would be a fantastic addition, and the HoneyBook team does pay close attention to community needs.


Scott Paulk
Rising Star
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  • Author
  • Rising Star
  • August 21, 2025

is this gonna get added into the contractor or 1099 update for honey book that's getting added? also I signed up to be a beta tester for two HB companies and didn't hear anything back.