Before you start
You can attach PDFs, JPGs, PNGs, and DOCs (maximum size: 8 MB)
Attachments work in projects, templates, automations, bulk emails, and the mobile app
Smart fields let you auto-populate client, project, or business details into your emails
Always check that smart fields are filled before you send to avoid empty placeholders
Attach files to emails in HoneyBook
You can send attachments in HoneyBook from:
A bulk or batch email
The mobile app
Look for the paper clip icon near the Send button to add files. Select the X by an attachment to remove it.
đź“š Tip
If you save an email template with an attachment, that attachment is included every time the template is used. Templates and automations with attachments will show a paper clip icon next to their name.
Use attachments in automated emails
Automated emails can include attachments when triggered by client actions—for example, when a client hasn’t viewed a smart file. Automations with attachments also display a paper clip icon.
Add smart fields to emails in HoneyBook
Smart fields automatically insert details from your business, client, or project into your emails. They work in:
Email templates
Project activity feed messages
Automated emails
Add a smart field
Start writing or editing your email
Select the {x} (Insert smart field) icon or enter { to open the smart field menu
Choose the field you want to insert
Preview your email to confirm any fields are filled correctly
Select Send, or if you want to schedule the email for later, the dropdown to Schedule send
Examples of smart fields
Project date: Automatically adds your project’s date to scheduling or confirmation emails
Client first name: Personalizes greetings with the first client added to the project
Company phone number: Ensures your business contact information is consistent
Project type: Adds details like “Wedding,” “Branding Session,” or “Consultation” in booking confirmations
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!