Help Center | HoneyBook

Files and Templates

Get everything you need to know about HoneyBook's smart files and templates

94 articles

Glossary: Files and Templates

Build Out Your Smart Files

Undo mistakes or redo actions when building a smart file

Reuse blocks for a new smart file or template

Add and customize smart file pages

What to label buttons in your files and templates

Building smart files FAQs

View a previous version of your file

Add Content to Your Smart Files

Copy smart file content and blocks into other files

Let clients upload files through your smart files and lead forms

Use smart fields to pull project info into your smart files

Add text to your smart files

Add images to your file

Include your company info in smart files

Give your client a show with videos in your smart files

Content in smart files FAQs

Ask Questions with Smart Files

Client experience answering questions in files

Find and use legacy questionnaire files that were converted to smart files

Ask for pronouns on a questionnaire

FAQ: Asking questions with smart files

Ask your clients questions in your smart files

Schedule Sessions with Smart Files

Let clients schedule through a file

Scheduling use cases

FAQ: Scheduling with smart files

Let clients select and pay for a session

Showcase Your Services with Smart Files

Combine service selection, invoicing, and contracting

Add services to a file

Delete an item from your item bank

Automatically create a draft invoice from your client's service selections

Invoice for Your Work with Smart Files

Create and share an invoice

Configure an invoice's settings

Customize an invoice's design

Apply tax to an invoice

Change a payment's due date

Client experience with invoices

Set up a recurring invoice

Share a recurring invoice with an upfront fee

Stop, resume, or cancel a recurring invoice

Edit an already-sent recurring invoice

Create an invoice smart file on mobile

What to do if an invoice's payment plan doesn't match the grand total

FAQ: Invoice functionality

FAQ: Tips and invoices

FAQ: Recurring invoices

Let your client pick their own payment plan

Get Contracts Signed Using Smart Files

Find legacy contract files that were converted to smart files

Pull project info into your contracts with smart fields

Create and share a contract

Set up a contract smart file using the app

How clients interact with contracts in a smart file

Limit Access to Smart Files

Smart file access codes

How clients access and submit smart files

Accessing smart files FAQs

Adjust Smart File Settings

Share a view-only smart file

Set thumbnail image for smart files

Set expiration window for smart file

Set theme of smart file

Use custom fonts in files

Redirect your clients when they submit a smart file

Your clients' experience with expired smart files

Reactivate an expired smart file

Expire or reactivate a smart file with the app

Smart file settings FAQs

Set a default email template for sharing a smart file

Organize your smart templates

About the Template Gallery

Create and send a file template

Share templates publicly

Create an email template

Create your email signature

Purchase a premium template from the template gallery

Template partner program FAQs