HoneyBook smart files allow you to create a seamless experience for your clients based on your business process, so that everything from the initial inquiry, to kick-off questionnaires, document sign-offs, service selection, contracting, invoicing, getting paid, and more, can flow effortlessly together.

One single smart file can include multiple steps of your process, including actions for the client to complete and content for them to review. Keeping everything clear, organized and compelling will ensure your clients stay engaged and on task.

It may seem small, but the choices you make about your page layouts and button names can be crucial when it comes to setting expectations with your clients and holding their attention.

In this article, we’ll review:


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Best practices for organizing your smart files

It's important to keep in mind when communicating with your clients that they are relying on you to tell them what to do or what comes next! Setting clear, actionable expectations with your clients reassures them that they're in good hands, while also saving you time in the long run from having to field the same questions over and over again.

When organizing each file, consider:

  • Each page should have one call to action (or CTA). This will keep your clients engaged and not feeling overwhelmed or unsure of what to prioritize or do next.

  • Don’t assume things go without saying. It’s better to include instructions that 80% of clients don’t need, if that helps the 20% of clients that do need them.

  • Your buttons should have clear titles that either indicate to your clients they’ve completed the current page or specify what’s to come on the next page.

  • Consider including a "thank you" page at the end of each smart file to let clients know when you’ll be in touch and what happens next.

For example: A page where there is a series of questions might begin with a section prompting the client with instructions on how to complete the questions and end with a button that indicates where they are heading next, or that simply says "submit" or "done".

Each page should represent one clear, actionable step in your client journey so your client doesn't need to scroll for too long or get lost. And each button for that page should reassure them that they’re making progress.

If your page contains multiple steps or actions, consider splitting them into two. Alternatively, if you have multiple pages with the same actions (ie. service selection), consider consolidating those onto one page.

  • HoneyBook Tip: You can split packages into columns, rather than rows, in your services blocks, for a more consolidated presentation of your offerings.


Button title ideas

Your buttons should have clear titles that either:

  • Indicate to your client that they’ve completed the current page or

  • Introduce them to what’s expected on the next page. You can do this by simply titling the button after the action of the next page (ie. Contract, Invoice, Services, Welcome, Meet Us, etc.)

Some other button title ideas you can consider using:

Content (Images/text/video)

Next Page, More, Continue.

Questions

Save, Done, Complete, Submit, All Set, Finished, All Done.

Services

Keep Shopping, Continue, Done, All Set, Finished, Next: Invoice, Review Invoice, Submit Payment, Sign Contract, Ready, Book, Finalize, Review.

Invoice

Looks Good, All Set, Sign Contract, Ready, Finalize, Book, Pay, Submit Payment, Finish Booking, Sign Up, Review, Save.

Contract

Finished, Done, Complete, Finalize, Pay, Submit, Save, Book, All Done, Continue, Next: Pay.

Payment

Continue, Send, Done, You're Booked, Save, Thank You.

Last Page (regardless of action/content)

Submit, Done, Talk Soon, Thank You, Send, Finished, Complete.


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