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Adding a page to a file

How to break your smart file up into manageable steps with pages

Updated over a week ago

Pages allow you to break up your smart file into user-friendly chunks, so clients can complete steps on one page before moving on to the next. For example, you may start with a company intro on page one, walk through your client process on page two, use the next page for your services, and add a final page with questions for your clients!

A page may have text, images, videos, questions, services, a scheduler, an invoice, a contract, or any other content you choose to add, along with a button to move on to the next steps on the following page.

When you add a page, you'll have the option to start from scratch, or pull in a page (or a few!) from your other smart files. The latter is a great option if you want to cut down on time and streamline your branding, because you can easily pull in what you’ve already built out.

PLEASE NOTE: At the moment, each smart file can contain up to 30 pages.

Add a blank page

1. Click the Pages icon at the top of the builder.

2. Click Add Page.

3. Select + Start from blank to add a new page to your smart file.

Reuse an existing page

1. Click the Pages icon at the top of the builder.

2. Click Add Page.

3. Under Select a template to reuse its pages, search for the smart file containing the page(s) you'd like to add.

  • To search by content type, use the filters—these allow you to easily find templates containing an invoice, contract, services, scheduler, and/or questions.

  • Your most frequently-used smart file templates will appear as suggestions, but you can always scroll through the list and click Load more templates to view more.

4. Once you've located the smart file, select its name to preview the pages within it.

5. If you'd like to add all pages to your new smart file, click Add all pages immediately. If you’d like to add only a select few, first check off the pages that you'd like to add, then click Add all pages.

PLEASE NOTE: Invoice and payment pages go hand-in-hand. If you check off a page containing one, the other will be automatically added into your smart file, too.

From here, you can make any edits without impacting the page(s) in the original template!

Customize a page

1. Once you've added a page to your smart file, give it a relevant name by clicking on the page title and editing.

  • HoneyBook Tip: Page names are client-facing, so make sure they reflect your brand and the process!

2. If you’d like, you can click the gear icon next to the page name to adjust the page’s background color or image. Remember that you can always override that background for individual areas by adjusting the settings.

  • HoneyBook Tip: Need to rearrange pages? Use the 6-dot icon in your pages menu to drag and drop. You can also duplicate a page—or delete it entirely—by clicking the 3-dot icon to the right of the page name.

3. Build out and customize your page with text, images, videos, questions, invoices, contracts, and more!

Remember that pages are helpful because they let you organize and split up your smart file into manageable sections to create the best experience for your client, so use that to your advantage. For example, if you have lots of questions you need clients to answer, try adding 3 or 4 to one page, and add another set on the next!

PLEASE NOTE: To increase the chances that your clients will complete the smart file, you cannot add an invoice and a contract to the same page.

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!

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