Using HoneyBook Files

HoneyBook File Types

Understanding what file types are available and when to use each

Written by Marika Tabilio
Updated over a week ago

Creating a Package Template

Group items or services that are commonly sold together to easily add to Invoices, Proposals, and Brochures

Written by Marika Tabilio
Updated over a week ago

Creating an email template

Save time on communications by saving frequently-used email templates

Written by Marika Tabilio
Updated over a week ago

Creating an Invoice Template

Save your most-used Invoice formats to save yourself time

Written by Marika Tabilio
Updated over a week ago

Creating a payment Template

How to create a reusable payment schedule for all future Invoices and Proposals

Written by Marika Tabilio
Updated over a week ago

Creating a Contract Template

Save your most-used Contract formats and wording to save yourself time

Written by Marika Tabilio
Updated over a week ago

Creating a Proposal Template

Save your most-used Proposal formats and wording to save yourself time

Written by Marika Tabilio
Updated over a week ago

I just converted my old Brochure Templates — now what?

How to manage and adjust Brochures that you've converted from the Legacy format to the new format

Written by Marika Tabilio
Updated over a week ago

Creating a Brochure Template

Save your most-used Brochure formats to save yourself time

Written by Marika Tabilio
Updated over a week ago

Creating a Questionnaire Template

Save your most-used Questionnaire formats to save yourself time

Written by Marika Tabilio
Updated over a week ago

Updating your Contracts to prepare your business for anything

Protect yourself and your business with a few small changes to your Contract Templates

Written by Marika Tabilio
Updated over a week ago

Editing your file headers

Customize your file names, header images, and more to help your files match your business and brand

Written by Marika Tabilio
Updated over a week ago

Editing a payment schedule

Customizing the payment schedule in invoices or proposals

Written by Marika Tabilio
Updated over a week ago

Creating and sending an Invoice

How to create and send a list of services and payment schedule to your client

Written by Marika Tabilio
Updated over a week ago

Creating and sending a Proposal

How to create and send a file that combines a list of services, a payment schedule, and a service agreement

Written by Marika Tabilio
Updated over a week ago

Adding individual items to your item bank

How to add standalone items or services to your item bank in Invoices or Proposals

Written by Marika Tabilio
Updated over a week ago

Creating and sending a Contract

How to create and send your client a legally binding agreement

Written by Marika Tabilio
Updated over a week ago

Using HoneyBook Brochures

All you need to know about using HoneyBook Brochures

Written by Marika Tabilio
Updated over a week ago

Creating and sending a Brochure

How to create and send a file that lays out your services and allows your client to select which ones they're interested in

Written by Marika Tabilio
Updated over a week ago

Transitioning to HoneyBook's new Brochures

Brochures just got a refresh! Here's how to make sure all your Legacy Brochures and existing Automations get a revamp

Written by Marika Tabilio
Updated over a week ago

Reviewing your clients' Brochure selections

How to view your clients' Brochure selections once they've been submitted

Written by Marika Tabilio
Updated over a week ago

Creating and sending a Questionnaire

How to create and send a set of questions to gather more information from your clients

Written by Marika Tabilio
Updated over a week ago

Creating and sending a Timeline

How to create and send a Project Timeline

Written by Marika Tabilio
Updated over a week ago

Understanding file statuses

Understanding the status changes on your various file types

Written by Marika Tabilio
Updated over a week ago

How do I send a quote to a client?

Understanding how to send a price estimate to a client through HoneyBook

Written by Marika Tabilio
Updated over a week ago

How do I create a mood board in HoneyBook?

Using the Brochure file type to create a mood board that you can share with your clients

Written by Marika Tabilio
Updated over a week ago

How do I create a proofing document in HoneyBook?

Using the Brochure file type to create a proofing document you can share with your clients

Written by Marika Tabilio
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

Previewing your clients' view of files

Use Client View to confirm what your clients will see when you send a file

Written by Marika Tabilio
Updated over a week ago

Automatic file expiration

Setting Invoices, Contracts, and Proposals to automatically expire

Written by Marika Tabilio
Updated over a week ago

Editing a file that's already been sent

How to edit and resend a previously-sent Invoice, Contract, or Proposal

Written by Marika Tabilio
Updated over a week ago

Manual file expiration

How to manually expire an Invoice, Contract, Proposal, or other file

Written by Marika Tabilio
Updated over a week ago

Resending a file to your client

How to resend Invoices, Contracts, Proposals, and more

Written by Marika Tabilio
Updated over a week ago

How to print files or save files as a PDF

Printing and saving Invoices, Contracts, Proposals, and more

Written by Marika Tabilio
Updated over a week ago

Deleting a file

How to delete an Invoice, Contract, Proposal, Brochure, Questionnaire, or Timeline

Written by Marika Tabilio
Updated over a week ago

HoneyBook's Legacy Brochures

We've given our Brochures a facelift—but our Legacy Brochures aren't totally gone yet!

Written by Marika Tabilio
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

Client-side experience with Brochures

What your clients will experience when you send a Brochure

Written by Marika Tabilio
Updated over a week ago

Can someone who didn't sign a Proposal make a payment?

How to ensure that anyone can make a payment on a Proposal

Written by Marika Tabilio
Updated over a week ago

What your client sees when they pay

Learn what the payment experience looks like for your clients

Written by Marika Tabilio
Updated over a week ago

My client is having trouble submitting a payment

How to help your client if they're having trouble making a payment

Written by Marika Tabilio
Updated over a week ago

My client is having trouble signing a Contract

What to look for when your client isn't able to sign their Contract

Written by Marika Tabilio
Updated over a week ago

My client is receiving an error when trying to access their file

How to help your client if they receive an error that their link was meant for someone else

Written by Marika Tabilio
Updated over a week ago