HoneyBook

Understand the different entry points to start building a smart file in HoneyBook.

Get started building your file

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

How to edit and send smart files via the HoneyBook app.

How to use smart files from the mobile app

Everything there is to know about creating and sending smart files in HoneyBook

Set up a smart file

If you catch an error or your client changes their mind, here's how to update the file to reflect the change.

Edit a file that's already been sent

Six best practices (less than five minutes each) to enhance your clients' experience with files.

Quickly elevate your smart files

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

How to send a test version of a smart file to yourself to preview the client experience.

Send yourself a test file

All about the different ways to send your smart files to clients.

Share your smart files

Smart Files

Community

Academy

Webinars

Blog

Independent Business Podcast

Pros Marketplace

Free File Setup

Connect with the Community

The Academy

Find answers and get help from Intercom Support and Community Experts

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Link, Press control-option-right-arrow to exit

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.