HoneyBook

Learn how to plan, create, and build out a smart file in HoneyBook — then elevate it with branding — on the web or in the mobile app

Create, build, and elevate smart files in HoneyBook

Learn how to share smart files with clients by email or direct link, preview files before sharing, edit files after sharing, manage file access, and set up view-only sharing in…

Share, edit, and manage access to smart files in HoneyBook

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

Commonly combined steps in smart files

See how your clients can view and/or select services you include in a file.

How clients interact with services in a file

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

Smart file FAQs

How to print and and download PDFs of your files.

Print or save a smart file as a PDF

How to manually adjust the status of a completed smart file.

Manually mark a smart file as complete

Fill out a smart file on your client's behalf while you're in-person or if they need help

Edit a file as your client

Find out when you do or don't need to let your client know you've made a change in a file that's been shared.

When to notify clients of file changes

View a client's actions in a smart file to see how close they are to finishing the file and see what's left to do.

View a client's progress with your files

Smart Files

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Pros Marketplace

Free File Setup

Connect with the Community

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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.

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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.

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

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

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

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