{"id":77106,"date":"2022-08-02T07:55:17","date_gmt":"2022-08-02T14:55:17","guid":{"rendered":"https:\/\/honeybook.site.strattic.io\/?p=77106"},"modified":"2023-05-03T15:23:37","modified_gmt":"2023-05-03T22:23:37","slug":"new-honeybook-features-august-2022","status":"publish","type":"post","link":"https:\/\/hbb.dev.reliablepenguin.com\/blog\/new-honeybook-features-august-2022","title":{"rendered":"Streamline and customize your business processes with these new updates"},"content":{"rendered":"\n<p><\/p>\n\n\n\n<p>Roll out the red carpet\u2026 we\u2019re excited to announce new HoneyBook features that are here to empower all independents.&nbsp;<\/p>\n\n\n\n<p>These features aren\u2019t just minor updates\u2013we\u2019ve reimagined what files can be and what they can do. You used to try to fit your business needs into formats that weren\u2019t built for you; that didn\u2019t support how you wanted to work. Multiple spreadsheets, docs, and software subscriptions don\u2019t give you flexibility, and they add friction to your client experience.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-provider-youtube wp-block-embed-youtube\"><div class=\"wp-block-embed__wrapper\">\n<iframe title=\"Introducing HoneyBook Smart Files\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/PAejy_6ivNw?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe> \n<\/div><\/figure>\n\n\n\n<p>Now, we\u2019re giving you the autonomy to create files that manage your entire <a href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/what-is-a-clientflow\">clientflow<\/a>; the end-to-end process of selling and delivering your professional services. That means <em>you<\/em> get to choose what your files can accomplish; you aren\u2019t stuck trying to make them work for your needs. The result? You\u2019re not working harder, but your files are working <em>smarter<\/em>.&nbsp;<\/p>\n\n\n\n<p>Our new builder can create any type of file and offers the freedom to give your clients and projects exactly what they need. You can finally solve for all your business needs in one place without moving between tools that separate your business into pieces and parts. <\/p>\n\n\n\n<p>With one place to manage your business, it\u2019s easy to explore capabilities you\u2019ve never had before. Perhaps one file becomes a solution that combines multiple steps in your process. Or, steps that you find yourself doing over and over become an automated sequence.&nbsp;<\/p>\n\n\n\n<p>With greater control and flexibility, you can enjoy benefits some of our members have already seen:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/case-study-business-growth\">75% of clients<\/a> book immediately rather than moving slowly through the booking process<\/li>\n\n\n\n<li><a href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/case-study-unique-client-experience\">40% of clients<\/a> engage more to offer project input and help projects move forward more efficiently<\/li>\n\n\n\n<li><a href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/case-study-unforgettable-brand\">Save 60 hours<\/a> per project and re-allocate your time where it\u2019s most impactful for your business<\/li>\n<\/ul>\n\n\n\n<p>Explore the countless ways to make <a href=\"https:\/\/smartfiles.honeybook.com\/streamline\">smart files<\/a> your own, and see how you can create a professional experience for clients that\u2019s more seamless for both of you.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Streamlined business processes<\/strong><\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">Combine multiple steps in your clientflow<\/h3>\n\n\n\n<p>HoneyBook now lets you combine multiple steps so you can move through projects seamlessly, remove friction, and create your clientflow. There\u2019s no need to send a <a class=\"wpil_keyword_link\" href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/pricing-guide-examples\" target=\"_blank\" rel=\"noopener\" title=\"pricing guide\" data-wpil-keyword-link=\"linked\">pricing guide<\/a>, wait for a client response, send a contract, wait some more, and finally send your invoice once you receive a signature.&nbsp;<\/p>\n\n\n\n<p>Instead, explore new options like these:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>During booking, combine service selection with a contract and invoice to get booked instantly.&nbsp;<\/li>\n\n\n\n<li>While onboarding, combine your onboarding questions with a client welcome packet and send your scheduling link for a <a class=\"wpil_keyword_link\" href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/successful-client-kickoff-call\" target=\"_blank\" rel=\"noopener\" title=\"kickoff call\" data-wpil-keyword-link=\"linked\">kickoff call<\/a> to offer an exceptional client experience from the start.<\/li>\n\n\n\n<li>During project closure, send a project recap along with a feedback questionnaire to gain client insights and turn one-off projects into repeat clients.&nbsp;<\/li>\n<\/ul>\n\n\n\n<p>With more possibilities for personalization, what you create depends on how you operate your business. You get to decide the combination of steps that move your projects forward, and you can always reorder them as needed.<\/p>\n\n\n\n<p>No matter what your industry is, you can translate your process into a consolidated version that works best for you and your clients.&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full\"><a href=\"https:\/\/smartfiles.honeybook.com\/streamline\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1200\" height=\"800\" src=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2022\/08\/Select-Sign-Pay.gif\" alt=\"Select services, sign a contract, and pay in one smart file\" class=\"wp-image-77122\"\/><\/a><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Use enhanced booking features<\/h3>\n\n\n\n<p><a href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/case-study-business-growth\">Book clients 75% faster<\/a> and create more powerful invoices. Now, you can create a single file that combines service selection, contract, and invoice. You\u2019ll reduce back-and-forth with your clients while giving them a simpler way to book with you and move forward.&nbsp;<\/p>\n\n\n\n<p>Your invoices can now include:&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Personalized payment schedules that fit your needs.&nbsp;<\/li>\n\n\n\n<li>Turn on and off autopay for your projects.<\/li>\n\n\n\n<li>Company branding to make them look and feel aligned with your business.<\/li>\n\n\n\n<li>The ability to edit or turn off additional information, such as titles, images, \u201cbill to\u201d names, invoice numbers, and more.<\/li>\n\n\n\n<li>Additional taxes and surcharges (like service fees) to make your pricing fully transparent.<\/li>\n\n\n\n<li>Instant booking! Right now, you can automate files that include invoices to send as soon as someone inquires. Collect payment and move forward without lifting a finger!&nbsp;<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">View project status and client feedback in one place<\/h3>\n\n\n\n<p>With smart files, you now have an easier way to view client progress as well. There\u2019s no need to scroll through email chains or scramble through your project management software to catch up on project status.&nbsp;<\/p>\n\n\n\n<p>Whenever you send a file, you can view updates on the Client\u2019s Progress page that\u2019s only visible to you. Get a birds-eye view of everything, including:&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Who has access to each file<\/li>\n\n\n\n<li>Pages viewed<\/li>\n\n\n\n<li>Responses to questions<\/li>\n\n\n\n<li>Viewing and managing upcoming or complete payments&nbsp;<\/li>\n\n\n\n<li>Actions taken, like which contracts are ready to countersign, invoices ready to review, and services selected<\/li>\n<\/ul>\n\n\n\n<p>Your progress page gives you an all-in-one summary to streamline your process for tracking client actions. Once there, you can save and print their responses as well as the completed files for your records.&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Customization for your entire client experience<\/strong><\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">Apply your company brand to each step<\/h3>\n\n\n\n<p>Your client experience is an extension of your unique brand, which you can now apply throughout your files in a variety of ways:&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Upload your custom fonts and brand colors as your company theme. Once set, they will be your default formatting for each new file.<\/li>\n\n\n\n<li>Let your brand stand out and express what makes your business special with the ability to set your color palette for fonts, buttons, headers, and more. If you\u2019re not sure where to start, you can always use our <a href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/app\/template-gallery\">pre-made templates<\/a> with styles to get you started.<\/li>\n\n\n\n<li>Create a company info block that you can add to each file and ensure your clients always have your contact information and social links with a professional mark.<\/li>\n\n\n\n<li>Include videos to welcome clients personally or walk them through next steps in a more personable way.&nbsp;<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full\"><a href=\"https:\/\/smartfiles.honeybook.com\/streamline\"><img decoding=\"async\" width=\"1200\" height=\"880\" src=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2022\/08\/Branding.gif\" alt=\"Examples of different branding applied to smart files\" class=\"wp-image-77123\"\/><\/a><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Repurpose elements for clients and projects<\/h3>\n\n\n\n<p>Once you\u2019ve built your files, there\u2019s no need to duplicate work. Each template you use can be saved, tweaked, and reused, whether it\u2019s a HoneyBook template or one you\u2019ve made from scratch.&nbsp;<\/p>\n\n\n\n<p>Everything you create within your files will be saved automatically so you can use it again and again, every time you create a new file. Every new element will become reusable blocks, so you\u2019ll have everything you need inside the builder to keep building and updating files. That means you\u2019ll save time without having to recreate elements like:&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Headers<\/li>\n\n\n\n<li>Messages\/content<\/li>\n\n\n\n<li>Layouts of images and text<\/li>\n\n\n\n<li>Full pages of information<\/li>\n<\/ul>\n\n\n\n<p>With the ability to save everything that you\u2019ve created, you can take your templates to the next level with much less time. You\u2019ll save <a href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/case-study-unforgettable-brand\">60 hours per project<\/a> when you can simply personalize a template and send it rather than re-creating work for new clients.&nbsp;&nbsp;<\/p>\n\n\n\n<p>Templatizing doesn\u2019t mean you\u2019ll lose personal touch points. In fact, the ability to choose what you reuse means you can focus more on the areas that do need more personalization. You\u2019ll save time and refocus it on the areas that are more impactful for your business.<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full\"><a href=\"https:\/\/smartfiles.honeybook.com\/streamline\"><img decoding=\"async\" width=\"800\" height=\"450\" src=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2022\/08\/v2-Honeybook_TrialerAnimation_B.gif\" alt=\"Reordering pages in a smart file\" class=\"wp-image-77145\"\/><\/a><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Use greater editing control<\/h3>\n\n\n\n<p>As you edit your files, you can always preview them before you send to a client. Simply send yourself a test that you can view on desktop or mobile to see how the experience looks on the client side. Something not right? You can easily undo edits inside the builder.&nbsp;<\/p>\n\n\n\n<p>Once it\u2019s time to send, even your email templates have more options. Apply email templates to corresponding files to save time, and edit the call to action included in your email.&nbsp;<\/p>\n\n\n\n<p>If you stop working with a client, you can still expire files to remove their access to them. But now we\u2019ve also made it so that you can set a file to expire before you send it. This gives you more control over how long your clients have to take action, creating urgency on their side and encouraging them to act quicker. As a result, they\u2019ll move through your process more efficiently.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Impactful client interactions that save time<\/strong><\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">Send dynamic, interactive files<\/h3>\n\n\n\n<p>Smart files work with each other to take more work off your plate and your clients\u2019. Using smart fields, you can make sure the information you need carries over to different steps in your projects. By making it easier for your clients to act and provide information, you\u2019ll <a href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/case-study-unique-client-experience\">increase their engagement by 40%!<\/a><\/p>\n\n\n\n<p>For example, you can capture client information by asking questions on one page. Details like their name, project type, budget, and timeline will automatically fill in the smart fields on your contract. Combine these steps by adding the contract as a second page and save even more time in your process.<\/p>\n\n\n\n<p>Client information can influence the options on subsequent pages without the need for you to edit and re-send files. If you combine service selection with your invoice, for example, the services clients choose will automatically populate inside the invoice.&nbsp;<\/p>\n\n\n\n<p>With interactive files, your clients won\u2019t need to fill out a PDF and send it back or download a specific editing software. Instead, they can complete actions as soon as they open the link (and you won\u2019t have to remind them to!). Say goodbye to client friction and hello to clientflow.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/smartfiles.honeybook.com\/streamline\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"683\" src=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2022\/08\/Contract-smart-fields-1200X800-B-1024x683.png\" alt=\"Example of smart fields populating inside a contract\" class=\"wp-image-77198\" srcset=\"https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2022\/08\/Contract-smart-fields-1200X800-B-1024x683.png 1024w, https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2022\/08\/Contract-smart-fields-1200X800-B-300x200.png 300w, https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2022\/08\/Contract-smart-fields-1200X800-B-768x512.png 768w, https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2022\/08\/Contract-smart-fields-1200X800-B.png 1200w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Get client input on the go<\/h3>\n\n\n\n<p>Being an independent business owner means you choose the way you work; it\u2019s another reason why flexible solutions are crucial. Even when you\u2019re on the go, HoneyBook gives you the power to keep your business moving forward.&nbsp;<\/p>\n\n\n\n<p>Make it easier for your clients to view and engage with files by sending a link instead of having them sift through emails. If you\u2019re on the go, you can text them a private link to a file that they\u2019ll be able to view and act on.&nbsp;<\/p>\n\n\n\n<p>Need to make changes to files you\u2019ve already sent? Search for your saved files to find them quickly, edit, and reorder your steps all within the <a href=\"https:\/\/help.honeybook.com\/en\/collections\/68878-honeybook-mobile-app\">HoneyBook mobile app<\/a>. You don\u2019t need to head home to edit a file or countersign a contract when you can view all actions taken and revise files from your phone.&nbsp;<\/p>\n\n\n\n<p>If you need to send a new file quickly while you\u2019re away from your computer, it\u2019s also easy to grab a template, tweak it, and send it from the mobile app.&nbsp;<\/p>\n\n\n\n<p>On the client side, they\u2019ll get the same professional, interactive experience on mobile that they do on desktop, allowing them to select services, answer questions, <a class=\"wpil_keyword_link\" href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/online-document-signing\" target=\"_blank\" rel=\"noopener\" title=\"sign contracts\" data-wpil-keyword-link=\"linked\">sign contracts<\/a>, and more. HoneyBook makes it easy for both of you to move the project forward wherever you are.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Get started with examples in your industry<\/strong><\/h2>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/app\/template-gallery\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"683\" src=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2022\/08\/Template-gallery-1200X800-1024x683.png\" alt=\"HoneyBook template gallery with filtering \" class=\"wp-image-77197\" srcset=\"https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2022\/08\/Template-gallery-1200X800-1024x683.png 1024w, https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2022\/08\/Template-gallery-1200X800-300x200.png 300w, https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2022\/08\/Template-gallery-1200X800-768x512.png 768w, https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2022\/08\/Template-gallery-1200X800.png 1200w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure>\n\n\n\n<p>It\u2019s easy to get started with HoneyBook\u2019s new, powerful features. Enter the new builder and start creating your files from scratch. Or, you can choose from a variety of pre-made templates in our <a href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/app\/template-gallery\">template gallery<\/a>.&nbsp;<\/p>\n\n\n\n<p>Try filtering by your industry or specific needs to find the right files. Check out templates with distinct actions like:&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Invoices<\/li>\n\n\n\n<li>Contracts<\/li>\n\n\n\n<li>Pricing guides<\/li>\n\n\n\n<li>Project timelines<\/li>\n\n\n\n<li>Release forms<\/li>\n\n\n\n<li>Proofing documents<\/li>\n<\/ul>\n\n\n\n<p>Or start combining steps of your clientflow with templates like:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Welcome packets<\/li>\n\n\n\n<li>All-in-one booking files<\/li>\n\n\n\n<li>Post-project feedback<\/li>\n<\/ul>\n\n\n\n<p>With new organizational tools, you can save your files and templates in folders and filter them inside your account as well to find them when you need them.&nbsp;<\/p>\n\n\n\n<div class=\"banner banner--dark banner--sparkles\">\n<div class=\"banner__text-container\">\n<h2 class=\"banner__title\">Learn more about HoneyBook Smart Files<\/h2>\n<p class=\"banner__body\">Save time, customize every touch point, and provide an unforgettable client experience. Get started today!<\/p>\n<a class=\"banner__cta\" href=\"https:\/\/smartfiles.honeybook.com\/streamline\">Get started<\/a><\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Roll out the red carpet\u2026 we\u2019re excited to announce new HoneyBook features that are here to empower all independents.&nbsp; These features aren\u2019t just minor updates\u2013we\u2019ve reimagined what files can be and what they can do. You used to try to fit your business needs into formats that weren\u2019t built for you; that didn\u2019t support how [&hellip;]<\/p>\n","protected":false},"author":213,"featured_media":85833,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[455],"tags":[74,394],"class_list":["post-77106","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-honeybook-updates","tag-honeybook","tag-product-updates"],"acf":[],"featured_image_urls_v2":{"full":["https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2022\/12\/SMAF-v2-feature.jpg",2000,1548,false],"thumbnail":["https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2022\/12\/SMAF-v2-feature-150x150.jpg",150,150,true],"medium":["https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2022\/12\/SMAF-v2-feature-300x232.jpg",300,232,true],"medium_large":["https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2022\/12\/SMAF-v2-feature-768x594.jpg",768,594,true],"large":["https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2022\/12\/SMAF-v2-feature-1024x793.jpg",1024,793,true],"1536x1536":["https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2022\/12\/SMAF-v2-feature-1536x1189.jpg",1536,1189,true],"2048x2048":["https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2022\/12\/SMAF-v2-feature.jpg",2000,1548,false]},"post_excerpt_stackable_v2":"<p>Roll out the red carpet\u2026 we\u2019re excited to announce new HoneyBook features that are here to empower all independents.&nbsp; These features aren\u2019t just minor updates\u2013we\u2019ve reimagined what files can be and what they can do. You used to try to fit your business needs into formats that weren\u2019t built for you; that didn\u2019t support how you wanted to work. Multiple spreadsheets, docs, and software subscriptions don\u2019t give you flexibility, and they add friction to your client experience. Now, we\u2019re giving you the autonomy to create files that manage your entire clientflow; the end-to-end process of selling and delivering your professional&hellip;<\/p>\n","category_list_v2":"<a href=\"https:\/\/hbb.dev.reliablepenguin.com\/blog\/category\/honeybook-updates\" rel=\"category tag\">HoneyBook updates<\/a>","author_info_v2":{"name":"HoneyBook","url":"https:\/\/hbb.dev.reliablepenguin.com\/blog\/author\/honeybook"},"comments_num_v2":"0 comments","yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Streamline &amp; Customize Business Processes With These Updates<\/title>\n<meta name=\"description\" content=\"These HoneyBook features will help you streamline your businesses process with a more customized client experience.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" 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