HoneyBook

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

Community

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Independent Business Podcast

Pros Marketplace

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Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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