HoneyBook

How to remove any lesser-used items from your item bank

Deleting an item from your item bank

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

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

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

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

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

Understanding the options to start building a smart file in HoneyBook

How to pull existing pages and blocks into new smart files

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

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

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

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

How to add and edit questions in a smart file

How to add video content to your smart files

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

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

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

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

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

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

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

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

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