When your client receives a smart file containing services, their experience will vary based on the additional steps you’ve included in the file, as well as the services settings you’ve designated.
Services settings
Selection options: setting will determine how many selections the client can make within a given services block. You can allow them to Select One, Select Multiple, or make your services View Only. Learn more about services settings.
Selection requirements: if you toggled Clients Must Make a Selection on, your client will not be able to proceed to subsequent pages of the file until they’ve selected a service.
If this option is toggled off, the client will be able to proceed without making a selection.
Quantity customization: if you toggled Clients Can Customize Quantity on within an individual service, the client can update the quantity of that service (within the minimum/maximum values you set) once they’ve selected it.
If this option is toggled off, the client will not be able to adjust the quantity of an item or service.
Selection summary: If you allow your client to make service selections, they will be able to access and review their selections anywhere in the file, through the selection summary in the file navigation bar.
Smart files with services only
If you send your client a smart file that contains service selection without an invoice or contract, they’ll simply be able to make their selections and submit the file back to you.
📚 Tip
For smart files that contain services blocks but no invoice, HoneyBook can draft (but not send!) a follow-up invoice file after the client submits their selections.
If your smart file didn’t require a selection or was view-only, the client will also, of course, be able to submit it back without making a selection at all.
Smart files with services and an invoice
When your client selects one or more services in a smart file that also contains an invoice, the invoice will automatically reflect their selections. The grand total will account for the choice(s) they made, as well as any other static items or services you included in the invoice when building the file.
Once they’ve made their selections, the client can proceed with making a payment on the invoice!
If the services block didn’t require a selection (and the client did not select anything) or if it was set to view-only, the invoice will only reflect any static items you added before sending to the client.
This will ensure that the client pays for their pre-selected package, while also allowing the invoice to dynamically update to include selected add-ons.
Smart files with services & a contract
In a smart file containing both a services block and a contract, you’ll be able to include a dynamic services recap section in the body of that contract.
If you choose to include the recap, your client will see a section of their contract that dynamically updates based on their service selections, providing an overview of what they chose.
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!