Video: Booking clients with smart files

Video walkthrough on building a smart file that allows clients to select services, make payments, and sign contracts

Updated over a week ago

With smart files, you can always send simple booking files, like invoices and contracts; but you can also streamline your booking process by combining invoices, contracts, and even service selection into one cohesive client experience.

In this video, we’ll learn:

  • How to create a smart template for booking

  • How to add a section for service selection

  • How to add an invoice

  • How to add a contract

  • How to share with a client

This video references smart files, our newest file experience offering more power and customization than ever. Click here to learn more about smart files and add them to your account!

Prefer a written walkthrough? We got you! Check it out here.

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