HoneyBook

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

What are smart files?

Everything there is to know about creating and sending smart files in HoneyBook

Getting started with smart files

Marika Tabilio

Elli Neeld

MacKenzie Hughes

Everything you need to know about HoneyBook's smart files

Using Smart Files

Everything you need to know to navigate your upgraded files

Quick start guide: smart files

Understanding the similarities and differences between legacy files and smart files

Comparing HoneyBook features: legacy files vs. smart files

How to open and edit legacy file templates in the smart files builder

Upgrading your existing legacy files to smart files

Understanding how to manage your HoneyBook process when moving to smart files

Your HoneyBook process: moving from legacy files to smart files

How to send smart files that replicate the legacy contract file experience

Recreating your legacy contract files as smart files

How to send smart files that replicate the legacy invoice file experience

Recreating your legacy invoice files as smart files

How to send smart files that replicate the legacy proposal file experience

Recreating your legacy proposal files as smart files

How to send smart files that replicate the legacy brochure file experience

Recreating your legacy brochure files as smart files

How to send smart files that replicate the legacy questionnaire file experience

Recreating your legacy questionnaire files as smart files

Transitioning to Smart Files

How to allow your clients the option to add a tip to their payments

Turning gratuity on or off

How to use the undo and redo buttons when editing your smart files

Undoing an action

Group items or services that are commonly sold together to easily add to files

Creating a package template

How to add a scheduler block to a smart file, allowing clients to book time right from the file

Using smart files for scheduling

How to locate and customize the Template Gallery examples to fit your own branding

Navigating and using the smart files Template Gallery

Understanding the options to start building a smart file in HoneyBook

Start building your smart file

How to pull existing pages and blocks into new smart files

Using reusable blocks and pages

How to create a branded, seamless invoicing experience for your clients

Using smart files for invoicing & payments

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

Using smart files for contracting

How to add a services block to a smart file, allowing clients to easily view and select a service

Adding a services block to a smart file

Adding and editing text in a smart file

How to add images to the content or background of your smart file

Adding images to a smart file

How to add and edit questions in a smart file

Adding questions to a smart file

How to add video content to your smart files

Adding videos to a smart file

How to quickly add your company info to a smart file in a variety of formats

Adding a company info block to a smart file

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

Adding a content block to a smart file

How to break your smart file up into manageable steps with pages

Adding a page to a smart file

How to best label and use your buttons in smart files to create an organized and compelling client experience.

Using buttons in smart files

How to create a template for a smart file that gets you booked with a payment, a contract signature, or both!

Building a booking template with smart files

Understanding how services blocks can help you create dynamic invoices and contracts

How a services block works with invoices and contracts

How to copy and paste your content, designs, and actions within and between smart files

Copying and pasting blocks and elements

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

Commonly-combined steps in smart files

How to set up and manage invoices that automatically recur at the cadence of your choice

Understanding and creating recurring invoices

How to apply tax to your packages and items

How do I apply tax to a package or item?

Building Smart Files

How to set default fonts, colors, and more as you build a smart file

Customizing your smart file's theme

How to upload and use custom fonts in HoneyBook

Using custom fonts in smart files

Learn six quick ways (less than five minutes each) to elevate your client experience with smart files

How to quickly elevate your smart files

Designing Smart Files

How to edit the default email settings for your smart templates

Editing a smart template's email settings

How to customize your clients' experience with each smart file

Configuring a smart file's settings

How to enable or disable client verification access codes to adjust smart files' security

Turning access codes for smart files on or off

Adding thumbnail images to smart files for better organization and branding

Setting thumbnail images for your smart files

How to set a smart file to expire, and how to expire it manually, and how to reactivate

Setting a smart file's expiration

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

Automating an invoice draft from a client's service selection

How to set default name formats for your shared smart files

Setting a smart file default name format

Adjusting Smart Files' Settings

How to send a smart file to yourself for review

Sending yourself a test smart file

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

Viewing a previous version of a sent smart file

How to record refunds on payments that came in outside of HoneyBook

Tracking refunds on payments you've manually marked as paid

How to create an email and/or smart file now, but schedule to send at a later date and time

Scheduling an email or smart file send

How to stop automatic payments for an invoice that's already live

Turning off autopay on a smart file that's been sent

How to record manual payments and share or manually publish files to add the income to your bookkeeping

Marking payment as paid: client paid outside of HoneyBook

Understanding the various methods of sending a smart file to a client

Sharing a smart file with a client

All of the different edits that will or will not require client approval

Notifying clients about changes made to a sent smart file

Understanding what your clients see when you send a smart file

Your clients' experience with smart files

Where to view your clients' actions within a smart file

Viewing client progress & responses in a smart file

How to edit and resend a smart file that your client has already received—and how your client can edit a completed file!

Editing and resending a smart file

How to print and and download PDFs of smart files and client responses

Printing or saving a smart file as a PDF

How to use folders and filters to organize your files

Finding and organizing your smart templates

Understanding how many HoneyBook files you can send at a time

Can I send multiple files at a time to a client?

Sending & Managing Smart Files

Get a quick overview of what HoneyBook smart files can do to streamline your processes

Video: Introduction to smart files

A video walkthrough on setting up your logos, brand imagery, default smart file theme, and business email integration

Video: Setting up your brand

Video walkthrough on the various ways to begin building smart files

Video: Start building a smart file

Video walkthrough on building a smart file that allows clients to select services, make payments, and sign contracts