Skip to main content
All CollectionsTraining & Video TutorialsOn-Demand Webinars
Covering the smart file builder: Upgrade your client experience with smart files
Covering the smart file builder: Upgrade your client experience with smart files

This pre-recorded 1-hour webinar is your orientation to HoneyBook smart files, so you know exactly what to expect and how to get started.

Updated over a week ago

In this pre-recorded webinar, you'll get the essentials of using the new builder and your converted legacy file templates. Think of this as your guide to enhancing your client experience and optimizing efficiency with smart files.

In this webinar, we'll review:

  • What are “smart files” and where to start

  • Finding the new builder and your converted legacy file templates

  • The basics of building a smart file (what can they do?)

  • How to send a smart file to your client (spoiler alert: it doesn’t have to be in email!)

  • 4 quick tips for getting started with smart files today

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!

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!

Did this answer your question?