Add services to a file if you'd like to:
Showcase the items or services you offer
Allow your clients to select what they’d like to purchase
We'll cover how to add and customize services in a smart file below.
Add a services block
Once you’ve created your smart file, find or create the page where you want the services to go.
Add to an existing page
From the existing page, click the large plus (+) button to add a new block
Select Services
From here, you can:
Click + Start from blank to add a new services block
Or, select an existing smart file template to pull in its services
Add to a new page
From your smart file, click the Pages icon at the top of the builder
Select Add Page
From here, you can:
Click + Start from blank to add a blank page, then add a services block by following the steps above (link to above section)
Or, select pages of an existing smart template that contain services
Add services and items to the services block
If you're starting a services block from scratch, click the service title field to find or add the service you’d like to include. You can:
Scroll or type to search through your list of existing items/services
Scroll or type to search through your list of existing packages
Add a new item/service by typing the service name in the Title field, then clicking + Create
If you save the file you're working in as a draft, the service you created won't appear outside that draft
When you send the smart file, the service will be available for use in other smart files
Once you’ve added or selected a service, you can:
Click the service title field to edit the name of the item
Click the service description field to add or edit the description
Click the image icon to add or edit an image
Click Add Sub-Item to include additional services or items under the main service
In the service item’s settings sidebar, adjust things like the quantity, unit type, and price of the service
You can also click the toggle to allow clients to customize the quantity themselves
To add another service to the block, click the small plus (+) button that appears above or below the existing service and select Row of Service Items
Then, just repeat the process for the next services
Finish up your block by giving it a design and adjusting the settings (like whether clients are required to make a selection, and how many services they can select).
Design the services block
There are several design elements you can adjust to make your services block look exactly how you'd like.
Click the gear icon in the top right corner of the block to open the settings sidebar > select the Style tab
From here, you can:
Adjust the layout of your services by selecting between rows or columns
Add background colors to the block
Customize the padding (the border around the elements)
Remember that you can also:
Add more content to the block by hovering over an element, and clicking the plus (+) button above or below it
Rearrange or delete an element by clicking the element itself to display the move or trash can icons
Copy & paste elements or blocks by clicking to highlight the area, then using the Command-C/Command-V (Mac) or Control-C/Control-V (PC) commands to copy and paste
Rearrange or delete entire blocks by clicking the block container (outside of the boxes that hold the elements) to display the move or trash can icons for the block
Add background colors, images, or further customize the formatting of the block by clicking the block container (outside of the boxes that hold the elements)
Adjust services block settings
To make sure your services block looks and functions the way you intend, be sure to review the block's settings.
Click the gear icon in the top right corner of the block to open the settings sidebar > select the Settings tab
From here, determine how your client can select services. You can allow for:
One: allow client to select a single service option
Multiple: allow client to select as many service options as they’d like
View only: allow clients to view the services, but not make a selection
Turning the Clients must make a selection toggle ON lets you require the client to select at least one service in order to proceed through their smart file
Toggling this option OFF will allow them to proceed through the smart file regardless of service selection status
You can also click to edit the look of the navigation and client's selection summary, where you can update things like the top navigation button text, the summary icon (list or cart), and the visibility of the total amount:
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!