HoneyBook

Defining the terms HoneyBook uses for smart files and templates

Glossary: Files and Templates

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

Files and Templates

Learn how to plan, create, and build out a smart file in HoneyBook — then elevate it with branding — on the web or in the mobile app

Create, build, and elevate smart files in HoneyBook

Learn how to share smart files with clients by email or direct link, preview files before sharing, edit files after sharing, manage file access, and set up view-only sharing in…

Share, edit, and manage access to smart files in HoneyBook

Learn the most commonly-combined steps and actions in smart files, so you can think creatively about your own unique business processes.

Commonly combined steps in smart files

See how your clients can view and/or select services you include in a file.

How clients interact with services in a file

Understanding HoneyBook's smart files, what they can do, and how they fit into your business.

Smart file FAQs

How to print and and download PDFs of your files.

Print or save a smart file as a PDF

How to manually adjust the status of a completed smart file.

Manually mark a smart file as complete

Fill out a smart file on your client's behalf while you're in-person or if they need help

Edit a file as your client

Find out when you do or don't need to let your client know you've made a change in a file that's been shared.

When to notify clients of file changes

View a client's actions in a smart file to see how close they are to finishing the file and see what's left to do.

View a client's progress with your files

Smart Files

Use your favorite parts of smart files you've already built for your new templates and files.

Reuse blocks for a new smart file or template

Add pages to your smart file to hold the info clients need to know and actions clients need to take.

Add and customize smart file pages

How to edit the text that appears on buttons, plus suggestions for copy to create an organized and compelling client experience

Edit buttons in your files

How to use version history to access all previous versions of a sent smart file

View a previous version of your file

How to add a late fee to payments and how late fees help you get paid on time.

Set up late fees

Learn how to enable optional tipping in HoneyBook, set a default tipping preference for all invoices, control when tips appear during payment, and automatically remind clients to leave a tip

Enable tips and automatic tip reminders in HoneyBook

Build Out Your Smart Files

Easily copy blocks or elements in files—or duplicate entire files—to speed up your workflow and reuse content anywhere

Copy, paste, and duplicate content in files

Add a place for your clients to supply you with their files in your smart files.

Let clients upload files through your smart files and lead forms

Get project or client-specific info into your text blocks without needing to manually update the file.

Pull project and client info into text blocks using smart fields

Personalize your smart files with text that resonates with you and your clients.

Add text to your smart files

Learn how to add image blocks, background images, and thumbnail images to your smart files — and set a focal point to control how images display across device sizes

Add and customize images in HoneyBook smart files

Give your client some additional contact info for your company within your smart files.

Include your company info in smart files

Give your clients an idea of what they'll get with video examples, testimonials, walkthroughs, and more when you add videos to a smart file.

Give your client a show with videos in your smart files

How to add layouts of text, images, and video to your smart files

Adding a content block to a file

Answers to commonly asked questions around adding content to smart files in HoneyBook.

Content in smart files FAQs

Learn how to add and customize the timeline block in HoneyBook smart files to create event schedules, project milestones, workshops, and day-of timelines with a clean, client-friendly layout

Use the timeline block in HoneyBook smart files

Add Content to Your Smart Files

All about how clients interact with questions in smart files

Client experience answering questions in files

Create a more inclusive experience for your clients by asking for their pronouns on a questionnaire.

Ask for pronouns on a questionnaire

Answers to frequently-asked questions around question blocks in smart files.

FAQ: Asking questions with smart files

Get the answers you need from clients as they're going through your smart files by asking questions in the file.

Ask your clients questions in your smart files

Ask Questions with Smart Files

How to add a Scheduler block to a smart file, allowing clients to book time.

Let clients schedule through a file

Depending on how you want your clients to interact with the Scheduler, here's how you can set up your smart file.

Scheduling use cases

Give your clients the option to select the session type of their choice, then book time

Let clients select their session type

Schedule Sessions with Smart Files

Learn how to create and manage services in the Services Hub, add them to smart files, and connect them to invoices and contracts for a seamless client booking experience

Add, manage, and use services in HoneyBook smart files

Answers to frequently-asked questions about displaying, and allowing selection of, your services

Services FAQs

How to automatically create a draft invoice after a client selects services

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

Showcase Your Services with Smart Files

Learn how to add an invoice to a HoneyBook smart file, customize its design, use HoneyBook AI to edit it, and share it with clients — on the web or…

Add, customize, and share invoices in HoneyBook

Learn how to configure invoice settings, add taxes, discounts, and service charges, set payment options, update due dates, and include billable hour details in HoneyBook

Configure invoice settings, taxes, discounts, and payment options in HoneyBook

Learn how to create and manage recurring invoices in HoneyBook — set a billing cadence, edit after sharing, stop or resume invoices, and understand the client experience

Recurring invoices in HoneyBook

Guidance on common invoice scenarios in HoneyBook — including how to fix payment plan mismatches, set up late fees, handle refunds, and more

Invoice troubleshooting, late fees, and common scenarios in HoneyBook

See how your clients will view your invoice and pay through a smart file.

Client experience with invoices

Give your client more freedom to set up their own payment plan or pay the invoice in full with one payment

Let your client pick their own payment plan

Invoice for Your Work with Smart Files

Get to know smart fields and how they can help you rapidly create contracts.

Use smart fields in contracts

How to use smart files to create a contracting experience for your clients

Create and share a contract

Get a contract smart file set up and shared, all from your mobile device.

Set up a contract smart file using the app

See how your clients will complete contracts you include in your smart file.

How clients interact with contracts in a smart file

Steps to take if your client is having trouble adding their signature to a contract.

What to do if your client can't sign

Get Contracts Signed Using Smart Files

Learn what happens when a client receives and submits smart files, and how they'll use verification codes

How clients access and submit smart files

Answers to commonly asked questions around how clients use access codes and how to restrict who can view smart files in HoneyBook.

Accessing smart files FAQs

Limit Access to Smart Files

How to expire a file: set an expiration date in advance or manually expire

Expire a file

Choose a look for your smart files, a specific file, or apply your theme to templates.

Set theme of smart file

Set custom fonts in your files so they better match your company branding

Use custom fonts in files

Send your client to a new page when they submit a smart file you've shared with them (like a confirmation page).

Redirect your clients when they submit a smart file

Learn how your clients can interact with expired smart files.

Your clients' experience with expired smart files

Un-expire a smart file that you previously expired so your client can continue filling it out

Un-expire an expired file

Expire or unexpire a smart file from your mobile device.

Expire or reactivate a smart file with the app

Adjust Smart File Settings

How to use use folders and filters to organize your templates.

Organize your smart templates

How to save and customize template examples to fit your own branding.

About the Template Gallery

How to find, create, save, and use templates of your smart files

Create and send a file template

How to share templates you've created through a direct link

Share templates publicly

Learn how to manage, edit, and use HoneyBook templates across brands, plus what to know about copying, sharing, or selling them

Manage and use templates in HoneyBook

Get a good understanding of premium templates you can get from the template gallery.

Purchase a premium template from the template gallery

Answers to frequently-asked questions about the template partner program

Template partner program FAQs

Templates

Community

Blog

Independent Business Podcast

Pros Marketplace

Free File Setup

Connect with the Community

Find answers and get help from Intercom Support and Community Experts

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