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Introducing the new builder: Upgrade your client experience with smart files
Introducing the new 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

Welcome to HoneyBook's new smart files!

In this pre-recorded webinar, we'll explore all the basics of getting started with the new builder and your converted legacy file templates. Consider this your kick-start guide to customizing your client experience and streamlining ASAP with the power of smart files.


This article references smart files, our newest file experience offering more power and customization than ever.

NOTE: To use HoneyBook's lead forms, you'll need to upgrade to 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!

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