Skip to main content
Question

Pre-Select Services

  • September 23, 2024
  • 1 reply
  • 9 views
INsight

Please add the ability to pre-select services.

I have created a proposal for a client with core service that is non-negotiable and then some optional add-ons.

However if they choose to not add on item they sometimes don’t realise that they need to “select the the core service so the invoice is showing as $0. Most of my proposal are this way and without this feature I can’t utilize the workflow well.

Monica

    1 reply

    Monica R
    HoneyBook Community Team
    Forum|alt.badge.img+7
    • Monica RHoneyBook Community Team
    • HoneyBook Community Team
    • September 23, 2024

    Hey @INsight! This is possible!

    You’ll want to create one service block for your required services and mark it as “View Only” and turn the toggle for “services in invoice” on. That way it will always show in their invoice and be a selected service.


    Then add a separate block and have that block set to “select multiple” or “Select one” so your client can choose their other package (s).

    Hope this helps!

    Monica

    Terms & PrivacyCookie settingsAccessibility statement

    © 2025 HoneyBook Inc.