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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