Using Smart Files

Everything you need to know about HoneyBook's smart files

Marika Tabilio avatar Elli Neeld avatar MacKenzie Hughes avatar
72 articles in this collection
Written by Marika Tabilio, Elli Neeld, and MacKenzie Hughes
Transitioning to Smart Files

Quick start guide: smart files

Everything you need to know to navigate your upgraded files
Elli Neeld avatar
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
Marika Tabilio avatar
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
Marika Tabilio avatar
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
Marika Tabilio avatar
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
Marika Tabilio avatar
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
Marika Tabilio avatar
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
Marika Tabilio avatar
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
Marika Tabilio avatar
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
Marika Tabilio avatar
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
MacKenzie Hughes avatar
Written by MacKenzie Hughes
Updated over a week ago
Building Smart Files

All about smart templates

How to find, create, save, and use templates of your smart files
Elli Neeld avatar
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
Elli Neeld avatar
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
Elli Neeld avatar
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
Marika Tabilio avatar
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
Elli Neeld avatar
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
Marika Tabilio avatar
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
Marika Tabilio avatar
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
Marika Tabilio avatar
Written by Marika Tabilio
Updated over a week ago

Adding and editing text in a smart file

How to add text and edit formatting
Marika Tabilio avatar
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
Marika Tabilio avatar
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
Marika Tabilio avatar
Written by Marika Tabilio
Updated over a week ago

Adding videos to a smart file

How to add video content to your smart files
Marika Tabilio avatar
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
Marika Tabilio avatar
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
Marika Tabilio avatar
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
Marika Tabilio avatar
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.
MacKenzie Hughes avatar
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!
Marika Tabilio avatar
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
Marika Tabilio avatar
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
Elli Neeld avatar
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
MacKenzie Hughes avatar
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
Marika Tabilio avatar
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
Elli Neeld avatar
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
Elli Neeld avatar
Written by Elli Neeld
Updated over a week ago
Sending & Managing Smart Files

Sending yourself a test smart file

How to send a smart file to yourself for review
Marika Tabilio avatar
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
Elli Neeld avatar
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
Elli Neeld avatar
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
Elli Neeld avatar
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
Elli Neeld avatar
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
Elli Neeld avatar
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
Marika Tabilio avatar
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
Elli Neeld avatar
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!
Marika Tabilio avatar
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
Marika Tabilio avatar
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
Elli Neeld avatar
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
Marika Tabilio avatar
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!
Marika Tabilio avatar
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
Elli Neeld avatar
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
Elli Neeld avatar
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
Marika Tabilio avatar
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
MacKenzie Hughes avatar
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
Marika Tabilio avatar
Written by Marika Tabilio
Updated over a week ago