HoneyBook

HoneyBook Smart Files Tutorials

September 15, 2023

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!

In case you missed the big news, my all-time favorite CRM, HoneyBook, has a brand-new feature that is changing the entire client experience game: Smart Files.

Smart Files is essentially a personalized website for your clients where they can access and submit:

  • Booking + scheduling
  • Client contracts
  • Invoices
  • Questionnaires
  • Service selection
  • And more!

Even better? Everything is all in one place. All you have to do is send your clients and customers a unique link, and they’re in!

If you’re not up to speed with Smart Files yet, we detailed everything here. But if you’re ready to dive in, we are too! We’re breaking down all the new features of Smart Files, including:

We even have video tutorials for you to watch, so you can see first-hand how to make all your HoneyBook Smart Files come to life. Let’s do this!

Smart Files Contracts

First up, let’s talk Smart Files Contracts! These actually function very similarly to HoneyBook’s legacy files, so there won’t be much of a learning curve here. The best news, though? You can finally remove the header image from contracts, which you couldn’t do before.

There’s also lots of other things you can customize with contracts to elevate your branded materials even more. Check out the video below where I’ll walk you through how to set up a contract and add different Smart Fields (that auto fill, too)!

Smart Files Invoices

HoneyBook’s invoices got a huge makeover with Smart Files, which I’m really excited about. At first glance, you’ll see that the new invoices are much sleeker than current legacy files. The level of customization is great here too; you can customize the header image, background color, and fonts for even more consistent branding.

Another feature I love? Payment schedules! With Smart Files, you can add ‘Smart Dates’ to your client invoices. For example, instead of invoicing on a set day each month, you can send invoices one month before a project date, three months after a project date, or when a project reaches a certain milestone. How amazing is that?

Smart Files Invoices also have exciting features like:

  • The ability to split payments
  • Optional autopay for clients (which means one less thing you have to send!)
  • Custom tax and/or service fees (by percentage or whatever amount you want)

Watch as I walk you through building your own invoice with Smart Files!

Smart Files Proposals

Get ready for the easiest (and quickest) client proposals you’ve ever experienced in your biz. With Smart Files, every item that you’d normally send separately – like custom contracts and invoices – are all in one place.

Just like Smart Files Contracts and Invoices, you can customize elements like the banner image, fonts, and colors to make it on-brand. All you have to do is update each proposal with the client’s information and send it out! In my experience, I can get this over to clients within minutes after a call.

But one of the best (and most fun) feature of Smart Files Proposals? You can now add a customizable confirmation page! Add a quick message, image, GIF, or video to showcase your brand’s personality and let clients know how excited you are to work with them.

Ready to impress the heck out of your clients? Build a Smart Files Proposal with me.

Smart Files Questionnaires

Next up: Let’s talk Smart Files Questionnaires! With these, you can select from tons of different field options – multiple choice, multi-select, long or short open fields…the list goes on! And what’s so great about Smart Files is that you can finally add questionnaires to anything else you create!

For example, if you have a service that’s application-based, you can include the Smart Files Questionnaire with your Smart Files Brochure (more on that below!). That way, you can send potential clients and customers a link that has all the information they need – like the offer, process, and pricing – along with the application. No more sending and juggling multiple documents; it’s all right there!

See the magic of Smart Files Questionnaires here.

Smart Files Brochures

Finally, I get to talk about one of my personal favs: Smart Files Brochures. Think of it as a mini personalized website for your business. You can add whatever blocks you want here – your services, products, short videos, and anything else you want to showcase! And with tons of different templates and layout options, your Smart Files Brochure can come to life super quickly and easily. No design or coding skills necessary!

You may have already guessed this, but Smart Files Brochures are just as customizable as everything else! You can even upload your own branding fonts and logos to create an entire company theme. The end result? A brochure that’s super customized to your brand! See how to bring your brochure to life here.

Subscribe to watch all my Smart Files tutorials on YouTube!

I hope you’re just as excited for HoneyBook Smart Files as I am! Now that you know what’s possible with them, it’s time to get to work. The best way to do that? Head to my brand-new playlist on YouTube where all of my Smart Files tutorials are housed! And don’t forget to like and subscribe for future tips, tricks, and tutorials!

What do you want to create with Smart Files? Let me know here, and stay tuned on YouTube and right here on the blog!

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