There’s no room for uncertainty when it comes to your clients’ experience; that’s why we make it easy to send a test smart file to yourself before debuting it to a client!


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:


Sending a test smart file from a desktop device

To send a test smart file from a desktop device:

1. Start building your smart file in a project workspace or as a template.

2. Once you’ve built out your smart file, you can send yourself a test, by either:

  • Clicking the 3-dot icon > selecting Send test

  • Clicking Share > selecting Send test file from the Send drop-down (smart file in project workspace only)

  • HoneyBook Tip: If you're sending a test from your templates, make sure that you click Update Template first if you've made any changes.

3. You’ll see an auto-generated email populate in the email builder. You can adjust the text, or select another email template to get the full scope of your client’s experience. When you’re ready, click Send Test.

4. Now, head to your email inbox. You'll see your test smart file, which you can click to open and review. You’ll be able to click through each page to get the full feel, and even test out responding to questions, selecting services, and more—since it’s a test smart file, nothing will be saved or changed, and you can send it off to your client when you’re ready!


Sending a test smart file from the mobile app

To send a test smart file via the mobile app:

1. Open the HoneyBook mobile app and start building your smart file in a project workspace.

2. Once you’ve built out your smart file, click the 3-dot icon at the bottom of your screen.

3. Select Send yourself a test file.

PLEASE NOTE: If you’re sending a test smart file from the mobile app, you won’t be able to edit the email that goes out with it. Tests are sent only to you (not your clients), but if you wish to edit the email content you can always send a test from a desktop device!

4. Now, head to your email inbox. You'll see your test smart file, which you can click to open and review. You’ll be able to click through each page to get the full feel, and even test out responding to questions, selecting services, and more. Since it’s a test file, nothing will be saved or changed, and you can send it off to your client when you’re ready!

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!

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