Using Smart Files

What are smart files?

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

Written by Marika Tabilio
Updated over a week ago

Getting started with smart files

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

Written by Marika Tabilio
Updated over a week ago

Smart files glossary

Understanding the terminology of smart files

Written by Elli Neeld
Updated over a week ago

Using smart files in the HoneyBook mobile app

How to edit and send smart files via the HoneyBook app

Written by Marika Tabilio
Updated over a week ago

Quick start guide: smart files

Everything you need to know to navigate your upgraded files

Written by Elli Neeld
Updated over a week ago

Comparing HoneyBook features: legacy files vs. smart files

Understanding the similarities and differences between legacy files and smart files

Written by Marika Tabilio
Updated over a week ago

Upgrading your existing legacy files to smart files

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

Written by Marika Tabilio
Updated over a week ago

Your HoneyBook process: moving from legacy files to smart files

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

Written by Marika Tabilio
Updated over a week ago

Recreating your legacy contract files as smart files

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

Written by Marika Tabilio
Updated over a week ago

Recreating your legacy invoice files as smart files

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

Written by Marika Tabilio
Updated over a week ago

Recreating your legacy proposal files as smart files

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

Written by Marika Tabilio
Updated over a week ago

Recreating your legacy brochure files as smart files

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

Written by Marika Tabilio
Updated over a week ago

Recreating your legacy questionnaire files as smart files

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

Written by Marika Tabilio
Updated over a week ago

How to translate your process into HoneyBook

Use this guide to easily match your external processes to HoneyBook's tools

Written by MacKenzie Hughes
Updated over a week ago

All about smart templates

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

Written by Elli Neeld
Updated over a week ago

Undoing an action

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

Written by Elli Neeld
Updated over a week ago

Navigating and using the smart files Template Gallery

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

Written by Elli Neeld
Updated over a week ago

Start building your smart file

Understanding the options to start building a smart file in HoneyBook

Written by Marika Tabilio
Updated over a week ago

Using reusable blocks and pages

How to pull existing pages and blocks into new smart files

Written by Elli Neeld
Updated over a week ago

Using smart files for invoicing & payments

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

Written by Marika Tabilio
Updated over a week ago

Using smart files for contracting

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

Written by Marika Tabilio
Updated over a week ago

Adding a services block to a smart file

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

Written by Marika Tabilio
Updated over a week ago

Adding and editing text in a smart file

How to add text and edit formatting

Written by Marika Tabilio
Updated over a week ago

Adding images to a smart file

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

Written by Marika Tabilio
Updated over a week ago

Adding questions to a smart file

How to add and edit questions in a smart file

Written by Marika Tabilio
Updated over a week ago

Adding videos to a smart file

How to add video content to your smart files

Written by Marika Tabilio
Updated over a week ago

Adding a company info block to a smart file

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

Written by Marika Tabilio
Updated over a week ago

Adding a content block to a smart file

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

Written by Marika Tabilio
Updated over a week ago

Adding a page to a smart file

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

Written by Marika Tabilio
Updated over a week ago

Understanding and using buttons in smart files

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

Written by MacKenzie Hughes
Updated over a week ago

Building a booking template with smart files

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

Written by Marika Tabilio
Updated over a week ago

How a services block works with invoices and contracts

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

Written by Marika Tabilio
Updated over a week ago

Copying and pasting blocks and elements

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

Written by Elli Neeld
Updated over a week ago

Commonly combined steps in smart files

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

Written by MacKenzie Hughes
Updated over a week ago

Understanding and creating recurring invoices in smart files

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

Written by Marika Tabilio
Updated over a week ago

How do I apply tax to a package or item?

How to apply tax to your packages and items

Written by Elli Neeld
Updated over a week ago

Where did my saved blocks go?

All about HoneyBook’s new reusable blocks and pages feature, and how this affects saved blocks

Written by Elli Neeld
Updated over a week ago

Customizing your smart file's theme

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

Written by Marika Tabilio
Updated over a week ago

Using custom fonts in smart files

How to upload and use custom fonts in HoneyBook

Written by Marika Tabilio
Updated over a week ago

How to quickly elevate your smart files

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

Written by MacKenzie Hughes
Updated over a week ago

Editing a smart file template's email settings

How to edit the default email settings for your smart file templates

Written by Elli Neeld
Updated over a week ago

Configuring a smart file's settings

How to customize your clients' experience with each smart file

Written by Marika Tabilio
Updated over a week ago

Turning access codes for smart files on or off

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

Written by Marika Tabilio
Updated over a week ago

Setting thumbnail images for your smart files

Adding thumbnail images to smart files for better organization and branding

Written by Marika Tabilio
Updated over a week ago

Setting a smart file's expiration

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

Written by Marika Tabilio
Updated over a week ago

Automating an invoice draft from a client's service selection

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

Written by Elli Neeld
Updated over a week ago

Setting a smart file default name format

How to set default name formats for your shared smart files

Written by Elli Neeld
Updated over a week ago

Using smart files in automations

Diving deeper with smart files, automations, and how to use the two together

Written by Elli Neeld
Updated over a week ago

Sending yourself a test smart file

How to send a smart file to yourself for review

Written by Marika Tabilio
Updated over a week ago

Creating and sending an invoice via mobile app

How to create & send a smart file with an invoice & pay block from the HoneyBook mobile app

Written by Elli Neeld
Updated over a week ago

Tracking refunds on payments you've manually marked as paid

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

Written by Elli Neeld
Updated over a week ago

Scheduling a smart file send

How to create a smart file now, but schedule it to send at a later date and time

Written by Elli Neeld
Updated over a week ago

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

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

Written by Elli Neeld
Updated over a week ago

Marking payment as paid: client paid outside of HoneyBook

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

Written by Elli Neeld
Updated over a week ago

Sharing a smart file with a client

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

Written by Marika Tabilio
Updated over a week ago

Notifying clients about changes made to a sent smart file

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

Written by Elli Neeld
Updated over a week ago

HoneyBook client portal

Working with a vendor who uses HoneyBook? Here's what you need to know if you're a client!

Written by Marika Tabilio
Updated over a week ago

Your clients' experience with smart files

Understanding what your clients see when you send a smart file

Written by Marika Tabilio
Updated over a week ago

Setting a smart file's expiration via mobile app

How to set a smart file to expire, expire it manually, and reactivate from iOS and Android

Written by Elli Neeld
Updated over a week ago

Viewing client progress & responses in a smart file

Where to view your clients' actions within a smart file

Written by Marika Tabilio
Updated over a week ago

Editing and resending 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!

Written by Marika Tabilio
Updated over a week ago

Troubleshooting client payments

What different payment error messages mean and how to help your client resolve them

Written by Elli Neeld
Updated over a week ago

How to print or save smart files as a PDF

Printing and downloading PDFs of smart files and client responses

Written by Elli Neeld
Updated over a week ago

Finding and organizing your smart file templates

How to use folders and filters to organize your files

Written by Marika Tabilio
Updated over a week ago

Getting the most out of folders for smart file templates

More information and best practices for setting up folders to stay organized and get what you need, faster

Written by MacKenzie Hughes
Updated over a week ago

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

Understanding how many HoneyBook files you can send at a time

Written by Marika Tabilio
Updated over a week ago

Video: Introduction to smart files

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

Written by Marika Tabilio
Updated over a week ago

Video: Setting up your brand

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

Written by Marika Tabilio
Updated over a week ago

Video: Start building a smart file

Video walkthrough on the various ways to begin building smart files

Written by Marika Tabilio
Updated over a week ago

Video: Booking clients with smart files

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

Written by Marika Tabilio
Updated over a week ago

Video: Your clients' experience with smart files

Video walkthrough on what your clients see when you send a file

Written by Marika Tabilio
Updated over a week ago

Webinar: Introducing the new builder: Upgrade your client experience with smart files

This pre-recorded 1-hour webinar is your orientation to HoneyBook smart files, so you know exactly what to expect and how to get started.

Written by MacKenzie Hughes
Updated over a week ago