HoneyBook's smart files allow you to combine multiple client actions into one document, which means the possibilities are endless. Because smart files can be as simple or as robust as you wish, they require an organizational system that’s flexible, too—and that’s where folders for your file templates come in!
Your account look a little different? You might have a different version of files! Smart files are still in beta, but they’re coming soon and offering more power and customization than ever. Join the waitlist to get access ASAP!
In this article, we'll review:
Why are folders helpful?
With folders, you’ll be able to organize your templates into categories based on services, type of client, or anything else that suits your process. You’ll start by creating a new folder, or starring some of your smart file templates to move them into the Starred Templates section.
If you've used HoneyBook with our legacy files (like proposals, contracts, invoices, and questionnaires), you'll see those in a separate tab to keep your smart files workspace clear.
Best practices on naming folders & organizing files
When it comes to naming or categorizing your smart files into folders, consider the different services you offer, clients you work with, or even project types you use in HoneyBook.
Since you can easily filter your templates to quickly find all files that include the actions or content you need — invoices, contracts, services, questions, etc. — we recommend using folders to, instead, categorize by things like type of services, type of client, stage of process, or even type of billing schedule.
You might consider folders for:
Type of Client: If your business defines work based on the different types of clients, label each folder as a category of client.
For example: Corporate vs. Non-profit, Age Groups/Grade in School, Dog Breed, or Neighborhood serviced.
Type of Service: If your business defines work based on the services you’re being hired to complete, label each folder as a different service you offer. This is where you might overlap with some of your project types you already use in HoneyBook. The difference here is while you can only create 17 custom project types, your folders are unlimited!
For Example: Logo Design, Branding Kit, Web Design, Online Courses, etc.
Stage in your Process: If you prefer to organize work based on a client’s stage and progress when working with you, you can label each folder based on the project stage certain files apply to.
For example: New Inquiry, Onboarding, Booking, Post-Booking, and Off-boarding.
Type of Billing Schedule: If your business defines work based on how you bill clients, you can label folders based on the billing schedule that’s represented inside the specific smart files grouped there.
For example: Monthly Retainer, One-Time Payment, 3 Even Payments, Due Upon Completion, etc.
How to think about starred templates
Starred smart files can be a great way to quickly and easily access your most used smart files. Our advice? Be picky about what to star and what not to star to keep this space organized.
It’s easy to star and un-star your smart files, so feel free to play around with different options and see what works!
Ultimately, you know your business better than anyone—that’s why your folders can be customized however works best for you!
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!