Smart files allow you to easily create and manage every part of your client experience from onboarding, to service selection, to contracting, invoicing, making payments, and more! They're the simplest way to create a seamless client experience and enhance your own business processes.
In each smart file, you'll have full control over everything from visuals and styling to the steps and automations you include, so you can always customize to suit your needs, your services, your brand, and your process. Whether you use them to create individual files or entire experiences, smart files will work smarter and harder for you.
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This article references smart files, our newest file experience offering more power and customization than ever. Click here to learn more about smart files and add them to your account!
Smart files: the basics
Check out the Template Gallery for ideas or quick places to start
Organizing your smart file templates into folders
Adding actions & content to smart files
Designing & managing smart files
Running your business
Editing (or allowing your client to edit) a previously-sent or completed smart file
Transitioning from legacy files to smart files
Recreating traditional file formats as smart files
Questions about smart files? Click Message Us under the Question Mark icon in HoneyBook!
Want to learn more?
Still have questions? Feel free to send us a message by clicking the Question Mark icon on any HoneyBook page. Our team is always happy to help!