Creating Packages

​@Matthew Eriksen this makes total sense. I was somehow confusing the templates, packages, services etc. Now mind you I’ve added these exact things to a smart file. I’m sending a proposal now and want my client to select and completely drew a blank.

I think I’ve got it now.

So do you always start with a Smart File or do you have so many that you’ve duplicated that it’s more seemless now?

Totally understandable, HoneyBook has a lot of lingo to learn!

Templates

• Smart Files – the ‘thing’ we send, either invoice, contract, proposal, questionnaire
• Services – think of this as the database of service template line items you can pull into files; you can make as many as you need; they can be totally different services or slight variations of eachother, or add-ons

I always build base templates of most common services I sell (for me that’s brand identity design, websites, HB builds, etc.) I break them up based on category, so with a web development template, I service line items like:

• web design
• web development (code part)
• copywriting
• SEO

If a project is more custom, I also have a standard Proposal, that has blank line items that I can pull in whatever (aka they want web design but it’s super simple, and maybe a logo).

Let me know if this is helpful. You’ve got this!

A few other notes

Packages

• 99% sure these are a legacy feature
• I used to use them to group, or package, my line items into combined offers
• I don’t use this anymore

Note: don’t let the Files tab confuse you, thats for tracking any files you’ve drafted or sent from teh templates themselves (aka check on how many invoice you have overdue, or drafted)