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How to send an email via honeybook and include files

  • November 21, 2024
  • 3 replies
  • 10 views
Ingrid

I’d like to send my client the contract, questionnaire, and link to book/pay the Session Fee. How do I include this all in one email via honeybook?

Best answer by Kenniqua Lewter

Hello, Ingrid! You can create a Smart File which can include all of these elements. Then click on Send. When sending you can type of the email (or use one of your email templates), the Smart File will be attached to the email. 

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    3 replies

    Kenniqua Lewter
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    Hello, Ingrid! You can create a Smart File which can include all of these elements. Then click on Send. When sending you can type of the email (or use one of your email templates), the Smart File will be attached to the email. 

    Kenniqua Lewter, Systems Strategist & HoneyBook Educator
    Ingrid
    • Ingrid
    • Author
    • November 21, 2024

    Thank you! It worked!

      Kenniqua Lewter
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      Awesome! 

      Kenniqua Lewter, Systems Strategist & HoneyBook Educator
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