Creating a HoneyBook Smart File Proposal
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- Опубліковано 12 вер 2024
- Ready to get your business organization strategy together? Want to learn about the newest HoneyBook feature? With this smart file tutorial, learn exactly what a smart file is and how to utilize it within your small business!
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Thanks for such an amazing video. I truley believe that that was very well explained and you made that easy for us. Thanks
Glad it was helpful!
Great series of videos on honeybook. Thanks❤️
Happy it is helpful!
Can you add optional services to an invoice?
Yes! However, when creating an invoice, these items will already be added onto the invoice for the client. What you would want to do is create a page with just services and allow the clients to select the services. Once they do, it'll automatically pull up on the Invoice. Hope this helps 😊🙌
If I already created my smart files and they are in the project files tab, how do I pull those into the proposal? They don't show up in the drop down list when I add a page.
If you created them in a specific project and not in the Template Center itself, you will have to go into that project and save it as a template.