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Question

how to edit one of my templates

  • April 10, 2024
  • 8 replies
  • 29 views

LaRon Green

Need instructions on how to edit one of my templates on HoneyBook can you please advise?

8 replies

Diana The Finer Points
Luminary
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what are you trying to edit? Need more information please


LaRon Green
  • Author
  • Newcomer
  • April 10, 2024

I have uploaded questionnaire for clients with outdated information need to go in and figure out how to change some dates questionnaires located in my templates under tools,


Diana The Finer Points
Luminary
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In Templates, locate the questionnaire you want to edit. Click to open it. Then click to edit the question and make sure you hit UPDATE TEMPLATE in the upper right corner. 


LaRon Green
  • Author
  • Newcomer
  • April 10, 2024

I’m Not finding edit options but I will look again


Diana The Finer Points
Luminary
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there’s not a button to say EDIT. 

 

Just simply click inside the file and start editing. 


LaRon Green
  • Author
  • Newcomer
  • April 10, 2024

I got it thanks I was in the APP.


LaRon Green
  • Author
  • Newcomer
  • April 10, 2024

is there anyway to import a saved template out of HoneyBook?


LaRon Green
  • Author
  • Newcomer
  • April 10, 2024

Check to see if there’s anyway to import one of my saved templates out of HoneyBook for editing?