Sample Course Outline

I. Introduction to Smart Files in HoneyBook (3 minutes)

1. Greet attendees and introduce the topic: Smart Files Simplified

2. Importance of organized client documents

3. Overview of what will be covered: Types of Smart Files, Creating Smart Files, Customizing Layouts, Smart File Settings, and Practical Usage Scenarios

II. Types of Smart Files (5 minutes)

1. Explanation of different Smart File types: Brochures, Invoices, Contracts, Proposals, Questionnaires

2. Detailed breakdown of each Smart File type and their unique functionalities

3. llustrative examples of when to use specific Smart File types in different client scenarios

III. Creating Smart Files and Customizing Layouts (8 minutes)

1. Step-by-step guide to creating Smart Files: Adding Service Details, Questions, Scheduler, and Custom Blocks using Brochure and Proposal

2. Exploring Smart File settings: Design options, custom branding, and layout customization TIP: Upload images to library and apply branding

3. Demonstrating the process of configuring block types and their settings for personalized client interaction

IV. Managing Pages and Smart File Settings (7 minutes)

1. Renaming and reordering pages for optimal organization and client clarity

2. Smart File settings customization: Default images, security settings, default email templates, and creating draft invoices

3. Explaining the significance of each setting and their impact on client communication and workflow automation

V. Real-life Usage Scenarios (4 minutes)

1. Presenting practical usage scenarios showcasing the effective implementation of Smart Files in HoneyBook

2. Discussing real-life examples of streamlined client interactions and organized document management

3. Addressing common challenges and solutions faced by users in implementing Smart Files

4. Sending Smart Files - manual and automations

VII. Conclusion and Next Steps (1 minute)

1. Recap of key steps in setting up Smart Files and customizing their settings

2. Encouraging attendees to explore and implement the knowledge gained during the session immediately

3. Offering continued support for any questions or challenges faced while setting up Smart Files in HoneyBook

4. Expressing gratitude to Virtual Assistants for their active participation and dedication to mastering Smart Files in HoneyBook