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Question

help with scheduling mini

  • March 5, 2024
  • 2 replies
  • 41 views
Kelley Carter
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Hello! I’m trying to create a mini session in HB. I’ve created a lead, but it doesn’t allow me to add a contract. I’ve created a session through scheduler, and I can’t add contract or payment. I have created a smart file, (which this is the way I want to do it!) but I can’t find a link to share it unless someone is a client. 
 

what do I need to do? 

      2 replies

      Sandra Henderson
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      Create an automation so the contract will send after the lead form is submitted! You unfortunately can't add a contract to a lead form. I can show you how I have mine set up for my minis if you're interested 

      HoneyBook Educator | Photography Systems Strategist
        Cassie H of Premier Ops Spot
        Community Legend
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        Hello! I’m trying to create a mini session in HB. I’ve created a lead, but it doesn’t allow me to add a contract. I’ve created a session through scheduler, and I can’t add contract or payment. I have created a smart file, (which this is the way I want to do it!) but I can’t find a link to share it unless someone is a client. 
         

        what do I need to do? 

        Sandra is right here! You can do this one of two ways:

        1. Lead Form route:
          1. Create the lead form that includes a Scheduling page.
          2. Have an Automation send the Contract after they book & pay on the Lead form
        2. SmartFile route: 
          1. Lead fills out Contact Form
          2. Automation sends SmartFile which has the following pages:
            1. Welcome page
            2. Scheduler
            3. Contract
            4. Invoice & Payment

        Hope this helps!

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