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Using Smart Files
Using Smart Files
Everything you need to know about HoneyBook's smart files
70 articles in this collection
Written by
Marika Tabilio,
Elli Neeld,
and
MacKenzie Hughes
What are smart files?
Understanding HoneyBook's smart files, what they can do, and how they fit into your business
Written by
Marika Tabilio
Updated over a week ago
Getting started with smart files
Everything there is to know about creating and sending smart files in HoneyBook
Written by
Marika Tabilio
Updated over a week ago
Smart files glossary
Understanding the terminology of smart files
Written by
Elli Neeld
Updated over a week ago
Using smart files in the HoneyBook mobile app
How to edit and send smart files via the HoneyBook app
Written by
Marika Tabilio
Updated over a week ago
Transitioning to Smart Files
Quick start guide: smart files
Everything you need to know to navigate your upgraded files
Written by
Elli Neeld
Updated over a week ago
Comparing HoneyBook features: legacy files vs. smart files
Understanding the similarities and differences between legacy files and smart files
Written by
Marika Tabilio
Updated over a week ago
Upgrading your existing legacy files to smart files
How to open and edit legacy file templates in the smart files builder
Written by
Marika Tabilio
Updated over a week ago
Your HoneyBook process: moving from legacy files to smart files
Understanding how to manage your HoneyBook process when moving to smart files
Written by
Marika Tabilio
Updated over a week ago
Recreating your legacy contract files as smart files
How to send smart files that replicate the legacy contract file experience
Written by
Marika Tabilio
Updated over a week ago
Recreating your legacy invoice files as smart files
How to send smart files that replicate the legacy invoice file experience
Written by
Marika Tabilio
Updated over a week ago
Recreating your legacy proposal files as smart files
How to send smart files that replicate the legacy proposal file experience
Written by
Marika Tabilio
Updated over a week ago
Recreating your legacy brochure files as smart files
How to send smart files that replicate the legacy brochure file experience
Written by
Marika Tabilio
Updated over a week ago
Recreating your legacy questionnaire files as smart files
How to send smart files that replicate the legacy questionnaire file experience
Written by
Marika Tabilio
Updated over a week ago
How to translate your process into HoneyBook
Use this guide to easily match your external processes to HoneyBook's tools
Written by
MacKenzie Hughes
Updated over a week ago
Building Smart Files
All about smart templates
How to find, create, save, and use templates of your smart files
Written by
Elli Neeld
Updated this week
Navigating and using the smart files Template Gallery
How to locate and customize the Template Gallery examples to fit your own branding
Written by
Elli Neeld
Updated over a week ago
Start building your smart file
Understanding the options to start building a smart file in HoneyBook
Written by
Marika Tabilio
Updated over a week ago
Using reusable blocks and pages
How to pull existing pages and blocks into new smart files
Written by
Elli Neeld
Updated over a week ago
Using smart files for invoicing & payments
How to create a branded, seamless invoicing experience for your clients
Written by
Marika Tabilio
Updated over a week ago
Using smart files for contracting
How to create a contracting experience for your clients using smart files
Written by
Marika Tabilio
Updated over a week ago
Adding a services block to a smart file
How to add a services block to a smart file, allowing clients to easily view and select a service
Written by
Marika Tabilio
Updated over a week ago
Adding and editing text in a smart file
How to add text and edit formatting
Written by
Marika Tabilio
Updated over a week ago
Adding images to a smart file
How to add images to the content or background of your smart file
Written by
Marika Tabilio
Updated over a week ago
Adding questions to a smart file
How to add and edit questions in a smart file
Written by
Marika Tabilio
Updated over a week ago
Adding videos to a smart file
How to add video content to your smart files
Written by
Marika Tabilio
Updated over a week ago
Adding a company info block to a smart file
How to quickly add your company info to a smart file in a variety of formats
Written by
Marika Tabilio
Updated over a week ago
Adding a content block to a smart file
How to add layouts of text, images, and video to your smart files
Written by
Marika Tabilio
Updated over a week ago
Adding a page to a smart file
How to break your smart file up into manageable steps with pages
Written by
Marika Tabilio
Updated over a week ago
Understanding and using buttons in smart files
How to best label and use your buttons in smart files to create an organized and compelling client experience.
Written by
MacKenzie Hughes
Updated over a week ago
Building a booking template with smart files
How to create a template for a smart file that gets you booked with a payment, a contract signature, or both!
Written by
Marika Tabilio
Updated over a week ago
How a services block works with invoices and contracts
Understanding how services blocks can help you create dynamic invoices and contracts
Written by
Marika Tabilio
Updated over a week ago
Copying and pasting blocks and elements
How to copy and paste your content, designs, and actions within and between smart files
Written by
Elli Neeld
Updated over a week ago
Commonly combined steps in smart files
Learn the most commonly combined steps and actions in smart files, so you can think creatively about your own unique client journey
Written by
MacKenzie Hughes
Updated over a week ago
Understanding and creating recurring invoices in smart files
How to set up and manage invoices that automatically recur at the cadence of your choice
Written by
Marika Tabilio
Updated over a week ago
How do I apply tax to a package or item?
How to apply tax to your packages and items
Written by
Elli Neeld
Updated over a week ago
Where did my saved blocks go?
All about HoneyBook’s new reusable blocks and pages feature, and how this affects saved blocks
Written by
Elli Neeld
Updated over a week ago
Designing Smart Files
Customizing your smart file's theme
How to set default fonts, colors, and more as you build a smart file
Written by
Marika Tabilio
Updated over a week ago
Using custom fonts in smart files
How to upload and use custom fonts in HoneyBook
Written by
Marika Tabilio
Updated over a week ago
How to quickly elevate your smart files
Learn six quick ways (less than five minutes each) to elevate your client experience with smart files today.
Written by
MacKenzie Hughes
Updated over a week ago
Adjusting Smart Files' Settings
Editing a smart file template's email settings
How to edit the default email settings for your smart file templates
Written by
Elli Neeld
Updated over a week ago
Configuring a smart file's settings
How to customize your clients' experience with each smart file
Written by
Marika Tabilio
Updated over a week ago
Turning access codes for smart files on or off
How to enable or disable client verification access codes to adjust smart files' security
Written by
Marika Tabilio
Updated over a week ago
Setting thumbnail images for your smart files
Adding thumbnail images to smart files for better organization and branding
Written by
Marika Tabilio
Updated over a week ago
Setting a smart file's expiration
How to set a smart file to expire, and how to expire it manually, and how to reactivate
Written by
Marika Tabilio
Updated over a week ago
Automating an invoice draft from a client's service selection
How to automatically create a draft invoice after a client selects services
Written by
Elli Neeld
Updated over a week ago
Setting a smart file default name format
How to set default name formats for your shared smart files
Written by
Elli Neeld
Updated over a week ago
Using smart files in automations
Diving deeper with smart files, automations, and how to use the two together
Written by
Elli Neeld
Updated over a week ago
Sending & Managing Smart Files
Sending yourself a test smart file
How to send a smart file to yourself for review
Written by
Marika Tabilio
Updated over a week ago
Tracking refunds on payments you've manually marked as paid
How to record refunds on payments that came in outside of HoneyBook
Written by
Elli Neeld
Updated over a week ago
Scheduling a smart file send
How to create a smart file now, but schedule it to send at a later date and time
Written by
Elli Neeld
Updated over a week ago
Turning off autopay on a smart file that's been sent
How to stop automatic payments for an invoice that's already live
Written by
Elli Neeld
Updated over a week ago
Marking payment as paid: client paid outside of HoneyBook
How to record manual payments and share or manually publish files to add the income to your bookkeeping
Written by
Elli Neeld
Updated over a week ago
Sharing a smart file with a client
Understanding the various methods of sending a smart file to a client
Written by
Marika Tabilio
Updated over a week ago
Notifying clients about changes made to a sent smart file
All of the different edits that will or will not require client approval
Written by
Elli Neeld
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
Your clients' experience with smart files
Understanding what your clients see when you send a smart file
Written by
Marika Tabilio
Updated over a week ago
Setting a smart file's expiration via mobile app
How to set a smart file to expire, expire it manually, and reactivate from iOS and Android
Written by
Elli Neeld
Updated over a week ago
Viewing client progress & responses in a smart file
Where to view your clients' actions within a smart file
Written by
Marika Tabilio
Updated over a week ago
Editing and resending a smart file
How to edit and resend a smart file that your client has already received—and how your client can edit a completed file!
Written by
Marika Tabilio
Updated over a week ago
Troubleshooting client payments
What different payment error messages mean and how to help your client resolve them
Written by
Elli Neeld
Updated over a week ago
How to print or save smart files as a PDF
Printing and downloading PDFs of smart files and client responses
Written by
Elli Neeld
Updated over a week ago
Finding and organizing your smart file templates
How to use folders and filters to organize your files
Written by
Marika Tabilio
Updated over a week ago
Getting the most out of folders for smart file templates
More information and best practices for setting up folders to stay organized and get what you need, faster
Written by
MacKenzie Hughes
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
Video Tutorials
Video: Introduction to smart files
Get a quick overview of what HoneyBook smart files can do to streamline your processes
Written by
Marika Tabilio
Updated over a week ago
Video: Setting up your brand
A video walkthrough on setting up your logos, brand imagery, default smart file theme, and business email integration
Written by
Marika Tabilio
Updated over a week ago
Video: Start building a smart file
Video walkthrough on the various ways to begin building smart files
Written by
Marika Tabilio
Updated over a week ago
Video: Booking clients with smart files
Video walkthrough on building a smart file that allows clients to select services, make payments, and sign contracts
Written by
Marika Tabilio
Updated over a week ago
Video: Your clients' experience with smart files
Video walkthrough on what your clients see when you send a file
Written by
Marika Tabilio
Updated over a week ago
Smart Files On-Demand Webinars
Webinar: Introducing the new builder: Upgrade your client experience with smart files
This pre-recorded 1-hour webinar is your orientation to HoneyBook smart files, so you know exactly what to expect and how to get started.
Written by
MacKenzie Hughes
Updated over a week ago