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Question

Adding Booking and Payment to a File

  • November 23, 2025
  • 1 reply
  • 3 views

Heidi LeRoy

Hi,

 

How do I create a file that allows clients to choose either a virtual or in-home consultation and then takes them to the corrected invoice and correct booking time?  I can only add one scheduler to a file/

 

Please advise, I’m on the struggle bus!

Heidi

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1 reply

Alicia Bauer
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  • Newcomer
  • November 24, 2025

@Heidi LeRoy - You can’t create conditional logic inside a single Smart File in HoneyBook, so the file won’t automatically switch to the correct scheduler or invoice based on their choice.

A workaround is to add a question to your Lead Form where they select the service they’re interested in (virtual vs. in-home), and then set up an automation that sends the correct Smart File with the right scheduler and invoice based on their selection.

If you need help setting this up—or if you’d like someone to build it out for you—I’m a HoneyBook Pro and would be happy to help!