HoneyBook

All about how clients interact with questions in smart files

Client experience answering questions in files

Create a more inclusive experience for your clients by asking for their pronouns on a questionnaire.

Ask for pronouns on a questionnaire

Answers to frequently-asked questions around question blocks in smart files.

FAQ: Asking questions with smart files

Get the answers you need from clients as they're going through your smart files by asking questions in the file.

Ask your clients questions in your smart files

Ask Questions with Smart Files

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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.

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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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