Overwhelmed by new terms? We’ve been there. Here, you’ll be able to reference the terminology of HoneyBook’s enhanced smart files to unlock a simple build experience and seamless clientflows.
Your account look a little different? You might have a different version of files!
In this article, we'll review the terms:
A smart file is exactly what it sounds like—your typical online business file, but smarter! If you’re familiar with HoneyBook’s legacy files, smart files have all of the capabilities you know and love, in addition to tons of added functionality.
These enhanced files can be a single page or an entire experience. You can combine multiple parts of your process—such as company information, service selection, an invoice, a contract—to share with your clients all at once. The end result is a seamless experience for your clients and booking with even less back-and-forth.
Plus, like your legacy files, you can save smart files as templates to have your commonly-used content and compositions on hand whenever you create new projects.
Each smart file is made up of one or more pages, which you can use to organize information into user-friendly chunks. A page may have text, images, videos, questions, service selections, an invoice, a contract, along with a button to move on to the next steps on the following page.
HoneyBook Tip: When you’re building a smart file, you can even add existing pages from other smart file templates to cut down on time and streamline your branding.
Once you’ve added an existing page to your smart file, you can add, edit, delete, or move content without affecting the original template. This means that every time you create a smart file template, you’ll have everything at your fingertips to reuse at any time.
Each page of a smart file contains one or more blocks. There are two types of blocks:
Blocks are just what they sound like—building blocks for smart files. We’ll go deeper into the types of blocks below.
HoneyBook Tip: When you’re building a smart file, you can even add existing blocks from other smart file templates to cut down on time and streamline your branding.
Once you’ve added an existing block to your smart file, you can add, edit, delete, or move content without affecting the original template. This means that every time you create a smart file template, you’ll have everything at your fingertips to reuse at any time.
Content blocks are pieces of your smart files that contain any combination of content—text, images, questions, videos, dividers, and/or your company information.
Layouts are pre-set combinations of content. Whenever you’re adding a new content block to a smart file, you’re able to select an existing layout to quickly pull in a format of your choice. Then, you can drop in your own content without needing to design a block completely from scratch.
Content blocks are made of smaller elements. There are five types of elements:
Company info blocks are special types of content blocks that contain your logo (image), business details (text), and any social media links.
HoneyBook Tip: Company info blocks automatically pull information from your company brand settings, so make sure you’ve filled everything out there first! These blocks are perfect for headers, footers, intro packets, and more in your smart files.
Action blocks are pieces of your smart files that prompt a client to take a certain action to move through the file. There are three types of action blocks, which you can mix and match within a single smart file, or across multiple files, to combine parts of your process:
HoneyBook Tip: You can also add in smart fields that automatically pull in relevant project, client, and company information; or that require your client to fill out additional details before they sign!
Invoice & pay
An invoice & pay block allows you to include details about your pricing and items or services, a payment plan (single invoice or recurring invoice), and a place for clients to submit payment via online credit card or ACH.
Adding a services block allows you to showcase the items or services you offer, plus your pricing if you choose. You can make this block view-only if you’re sending a pricing guide or you’ve previously discussed what your client is purchasing, or you can allow your clients to select what they’d like to purchase if you want more of an interactive brochure feel.
HoneyBook Tip: You can even take this a step further and include a services block with a contract and/or invoice within the same smart file, which will dynamically pull your clients’ selections into the other blocks.
An item is part of a services block. When you’re working on a smart file, you can add items to a services block on the fly, or use pre-saved package templates to group items or services together—whatever makes sense to you!
A sub-item is a smaller item or service that is part of a larger umbrella package. When working in a services block, click Add sub-item to add one to a package.
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!