Skip to main content
Connect with the Community
The Academy
English
English
Connect with the Community
The Academy
English
English
Find advice and answers to help you get the most out of HoneyBook.
Search for articles...
Search results for:
Inexpensive treatments https://simplemedrx.top"></a>
Schedule
a
meeting from within
a
project
How to schedule
a
session from within
a
project… as
a
starting point when scheduling from
a
project… Instead of creating
a
new calendar event from scratch, you can use one of your pre-made session types
Expire
a
file
How to expire
a
file: set an expiration window or manually expire… You can set
a
smart file's expiration window when creating
a
file template or sending
a
file to
a
client… Note that archiving
a
project will automatically expire all files within the project
Unarchive
a
project
Archiving
a
project removes it from your active pipeline and stops all automated actions associated with… Learn how to reactivate
a
smart file or create and share new files… Feel free to send us
a
message by clicking the Question Mark icon on any HoneyBook page
Set
a
default email template for sharing
a
smart file
Create
a
default email for when you share
a
smart file in
a
project… The template will automatically appear whenever you send
a
file to your client through
a
project, so… Set
a
default email template
Create
a
private note about
a
client in HoneyBook
Add private notes about
a
client… Feel free to send us
a
message by clicking the Question Mark icon on any HoneyBook page
Print or save
a
smart file as
a
PDF
Print or download one page from
a
smart file… Sometimes you just need
a
hard copy!… find the project that holds the smart file you want to print or save If you want to print or save
a
Create and share
a
contract
How to use smart files to create
a
contracting experience for your clients… Adding
a
contract to
a
smart file allows you to book
a
client and get the electronic signatures you need… Add
a
contract to
a
file
Share
a
scheduling link
Sharing
a
session link through an email in
a
project's activity feed is
a
quick way to get
a
meeting…
a
session link to schedule
a
intro call—
a
discovery call,
a
consult, etc… Share
a
session link through
a
project's activity feed
Add services to
a
file
How to add
a
services block to
a
smart file, allowing clients to view and select
a
service… Add
a
services block… Add to
a
new page
How to embed
a
lead form on
a
Squarespace website
You must have
a
Squarespace Business plan to embed your lead form on your website… If you haven’t yet created
a
lead form, do that first… You’ll need
a
Squarespace Business plan to embed your lead form on your website
