Hey, there! As of March 2023, HoneyBook has rebranded, which means they are updating a lot of terms and phrases we frequently use throughout our blog posts. That doesn’t change anything below; it just means you’ll see some different terminology from us moving forward. For more details, we have a breakdown of the changes in this blog!
It’s a secret we’re been harboring for a while now – a secret that’s been so hard to keep from all of you…a brand-new HoneyBook feature! More specifically, we’re talking about Smart Files, a feature that takes HoneyBook to the next level (which we didn’t think was possible, to be honest).
So, what does this announcement mean for you and your business?
It means that if you use HoneyBook as your go-to CRM (client relationship management) system, then you (and your clients) are in for an incredible experience.
Ready to dive into all things Smart Files? Watch the video below where we walk you through HoneyBook’s latest and greatest feature. We’ll show you what Smart Files are, how they’re different from HoneyBook’s legacy templates, and why you should start using them as soon as humanly possible.
Can’t watch now? No sweat! Keep reading to learn about HoneyBook Smart Files, then watch our video later!
Before we get into the magic that is Smart Files, we should probably tell you what they actually are. Think of Smart Files as a mini, personalized website for your clients. Any client document or experience you want to create, Smart Files makes it possible. That includes things like:
The best part? Thanks to Smart Files, you (and your clients) don’t have to juggle multiple documents, programs, and tools to stay on top of client management. Smart Files brings everything together in one place – finally!
Here’s an example of what it looks like when you have a Smart File set up for your clients:
There’s no denying that HoneyBook’s templates are amazing. But the introduction of Smart Files give a whole new edge to the HoneyBook experience.
One of the most standout differences between Smart Files and legacy templates is the level of customization. Before Smart Files, HoneyBook was a bit limited in terms of how much you could customize. In fact, it was the one area in which small business owners would settle for Dubsado vs. HoneyBook.
But after Smart Files? Total game changer. In addition to combining multiple client documents and experiences into one page, you can customize and tailor everything to your brand. That way, your clients will experience total brand cohesiveness every step of the way.
With Smart Files, you can customize and add elements like:
It’s seriously so easy to customize!
Plus the personalized videos just really kick up the client experience.
Using Smart Files is as simple as this: elevating your customer and client experience.
Every single Smart File that you create and customize can be shared quickly and easily with clients – all you have to do is drop them a unique link or send it to them via email. You can even implement one of our all-time favorite HoneyBook features: automations, of course!
When you integrate automations with your Smart Files, the links can send themselves, and your clients can open them from any device. All that’s left for you to do is track their progress and even review their responses! Yes, seriously.
So, take a minute to visualize how Smart Files can come to life for your brand. With them, you can:
In our opinion, Smart Files is so much more than an upgraded feature. They can help you take your brand, business, and client experience to the next level – all while saving so much time, money, and stress. Everything is all in one place for you and your clients. Talk about impressive as heck.
So, are you ready to get started with HoneyBook Smart Files? Be sure to subscribe to my YouTube channel, where I’ll share quick and easy tutorials, so you can use this new and exciting feature to its fullest. Together, we’ll walk through:
