Are you working in person with a client who isn't very tech-savvy? You can now edit files for them. Enter answers to questions, select services, and schedule sessions on their behalf to keep the project moving and ensure all information is accurate.
You might want to enter info as your client when you're working through the file with your client in person or if your client just needs some help filling out certain details. Any of your team members can edit the file as a client as long as they're in the project workspace.
Edit the file as if you were the client
Use the search bar or select Projects from the top navigation menu to find the project that holds the smart file you want to edit
When you're in the project workspace, select the file you want to edit
At the top of your screen, select the dropdown next to Edit File > select Edit client response
You must be logged into an email that's associated with the project to make changes
When the file opens in a new tab, you'll be asked to acknowledge that any changes you make will be visible to everyone in the project
Make your changes
Select Save
What changes you can make for the client
At this time, you are able to do the following on behalf of your client:
Answer questions
Edit answers to questions
Select services, as long as payment has not been made through the file
Change service selections, as long as payment has not been made through the file
Fill out contract smart fields
Schedule a session, as long as required payments (if any) for the session have already been made
As this time, you cannot:
Make payments
Sign contracts
When you can't edit a file for your client
If you’re having trouble working on a file as your client, there are a few things to check. If a file is Completed, it cannot be edited and you will see a blocked cursor.
First, make sure that the file is active and published.
Active: The file is not expired and not completed
Completed: All required questions, actions, and pages completed
Published: The file has been shared and is not in draft mode
Check that there are no changes requiring your client’s approval. Certain file changes require client approval before you (or they) can take further action. If changes are pending approval, you cannot edit the file until your client approves them. For more details, please refer to the approval requirements.
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!