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How to navigate and use the Template Gallery
How to navigate and use the Template Gallery

All about locating and customizing the Template Gallery examples to fit your own branding

Updated over a week ago

Don’t know where to get started with smart files, or just looking for some inspiration? Good news: your HoneyBook account comes with a gallery of 50+ beautifully-crafted smart templates that you can use as a springboard for your own designs.

The smart files Template Gallery is just what it sounds like—a gallery of pre-created smart templates, ranging from questionnaires and quotes to contracts and invoices. These gallery templates are here for however you choose to use them—you can save to your own templates to build off of, adjust to fit your own branding; or simply look through for some inspiration.

Access the Template Gallery

  1. From your home page, select Tools > My Templates

Navigate the Template Gallery

Within the Template Gallery, there are several different organizational tools to help you find exactly what you need.

Adjust how templates are sorted

  1. From the Template Gallery, click the Sort By menu

  2. Within the drop-down that appears, choose how you would like to sort the templates. You can sort by:

    • Most Popular

    • Name A - Z

    • Name Z - A

    • Recently Added (default)

Find a specific template type

In the Type sidebar, select the template type that you are looking for. You can also go to the Industry sidebar, select the industry or industries of the templates you are looking for.

Save, edit, and customize a template

See a template that particularly catches your eye? You can save this template to your own Templates page. From here, you can customize the template to make it your own, then get started using it in your own client communications.

  1. Click on the template that you’d like to save

  2. Within the pop-up that appears, either:

    1. Select Quick Save

      1. The template will be immediately accessible under your Templates page in the Saved templates folder

    2. Or, select Edit this Template

      1. You’ll be sent straight to the smart files builder where you’ll be able to edit the template

      2. The template will be automatically saved under your Templates page in the Saved templates folder, too

Once you’ve saved a smart files template, you can get started customizing it and sharing with clients.

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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