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Creating Packages

  • January 28, 2025
  • 3 replies
  • 28 views

techtahquettadesigns

I’m getting lost in the sauce on packages and I know I shouldn’t be.

I want to create separate packages for social media management add ons. Should I indeed add them separately or should I create SMM then have several under it?

I’m unsure of the correct way to capture it.

Best answer by Matthew Eriksen

Hey ​@techtahquettadesigns! Great question. As a brand designer and HB Pro who allows some clients to select their packages, I like separating them. That way you could create a Smart File where someone can select one, two or more add-ons, vs. being forced to select all three under one line item.

Does that make sense? Let me know if I’m understanding your question 🤘

3 replies

Matthew Eriksen
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  • January 28, 2025

Hey ​@techtahquettadesigns! Great question. As a brand designer and HB Pro who allows some clients to select their packages, I like separating them. That way you could create a Smart File where someone can select one, two or more add-ons, vs. being forced to select all three under one line item.

Does that make sense? Let me know if I’m understanding your question 🤘


techtahquettadesigns

@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?


Matthew Eriksen
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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)