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.
Smart files: the basics
Adding actions & content
Designing & managing
Running your business
Editing (or allowing your client to edit) a previously-sent or completed smart file
Transitioning from legacy files to smart files
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!