Avvio rapido
— Automatizza email, attività e follow-up
- Iniziare — Create your HoneyBook account and finish setup
- Come utilizzare un generatore di piani di lezione basato sull'intelligenza artificiale — Run your follow-up on autopilot so no new inquiry sits unanswered
- — Invia fatture e ricevi pagamenti rapidi — Bill clients in minutes and get paid without chasing anyone
- — Consenti ai clienti di prenotare gli appuntamenti direttamente — Let clients book time on demand without the email ping-pong
- Come utilizzare i modelli — Stop rebuilding the same file from scratch for every project
- — Invia e firma i contratti in formato digitale — Get a signed contract back the same day you send it
- — Si accettano carte di credito e bonifici bancari — Take card and bank payments without bolting on a second tool
- — Redigere bozze di email e riepiloghi con l'intelligenza artificiale — Draft client emails and project recaps in seconds instead of an hour
- — Acquisisci contatti dal tuo sito web — Turn past clients into repeat bookings with email campaigns
- Integra strumenti come QuickBooks, Zapier e Google Calendar. — Keep honeybook in sync with the apps you already run your business on
Tempo necessario: 5 minuti per ogni servizio
In questa guida troverete anche: Consigli professionali | Errori comuni | Risoluzione dei problemi | Prezzi | Alternative
Perché fidarsi di questa guida
I have run my own client work through HoneyBook for two years and tested every feature here myself.
Every screenshot and step comes from real projects, not a vendor demo.
HoneyBook is a clientflow platform built for service businesses.
It handles contact forms, proposals, contracts, scheduling, and payment in one system.
This guide shows you how to use HoneyBook properly, feature by feature.
Questo tutorial completo su HoneyBook ti guida passo passo attraverso ogni funzionalità, dalla configurazione iniziale ai suggerimenti avanzati che ti trasformeranno in un utente esperto.
Learning how to use HoneyBook is mostly about one clean setup, then letting templates and automations carry the repeat work.
HoneyBook
Send proposals, contracts, and invoices in one file and get paid faster. HoneyBook keeps every client, project, and payment in a single dashboard. Start free — no credit card needed.
Il sito web di HoneyBook
Your HoneyBook setup takes about 30 minutes and you only do it once.
Here is what my own account looked like after the first week:
Ora analizziamo passo passo ciascuna fase.
Passaggio 1: crea il tuo account
Go to the HoneyBook website and click Start free trial.
Enter your email, then answer the short onboarding questions about your services.
✓ Punto di controllo: Controlla il tuo posta in arrivo per l'email di conferma.
Step 2: Add Branding and Your Bank Account
Open Company Settings and upload your logo, brand colors, and fonts.
Consistent branding is what makes files look like yours instead of a generic template.
Then add your business bank account so invoices can collect money.
Ecco come si presenta:
✓ Punto di controllo: Your logo shows in the file preview panel.
Step 3: Set Up Project Types and a Contact Form
Create a project type for each service you sell to organize inquiries by job.
Then build a contact form and embed it on your website to capture new leads automatically.
New clients now enter the pipeline without you copying anything by hand.
New members can also send old PDFs to the free file setup service and get them back as smart templates.
✅ Fatto: Your HoneyBook account is live and ready for real client work.
Automatizza email, file e promemoria in modalità automatica
Automazione lets you run your follow-up on autopilot so no new inquiry sits unanswered.
HoneyBook automations fire emails, files, and internal task reminders on a workflow you set once.
Ecco come usarlo passo dopo passo.
Fai clic su "Automazioni" nel menu della barra laterale sinistra.
Click Tools, then Automations, then Create automation.
Name it after the job it does, like Inquiry Follow-Up.
Step 2: Pick a Trigger and Add Actions
Choose a trigger such as a new inquiry from your contact forms.
Add actions: send a brochure, wait two days, then send a reminder.
Ecco come si presenta:
✓ Punto di controllo: The saved settings appear in your HoneyBook dashboard.
Step 3: Turn It On for a Project Type
Attach the automation to a project type and save it.
New leads now enter that sequence the moment they arrive.
✅ Risultato: Potential clients get a reply, even when you are shooting or on a call.
💡 Consiglio da professionista: Keep your first automated email short. Long pitches lower reply rates on cold inquiries.
Fattura i clienti e monitora i pagamenti in tempo reale
Fatture online lets you bill clients in minutes and get paid without chasing anyone.
An invoice lives inside the project, so payment history sits next to the contract and emails.
Ecco come usarlo passo dopo passo.
Step 1: Create the Invoice
Open a project and click Add file, then Invoice.
Add line items for each service you are delivering.
Step 2: Set the Payment Schedule
Split the total into a retainer plus one or more milestone payments.
Set due dates so HoneyBook can send payment reminders on overdue invoices.
Ecco come si presenta:
✓ Punto di controllo: The saved settings appear in your HoneyBook dashboard.
Step 3: Send and Track It
Send files straight from the project workspace.
The pipeline shows paid, pending, and overdue at a glance.
✅ Risultato: You stopped writing manual payment reminders forever.
💡 Consiglio da professionista: Turn on autopay at the retainer stage. Clients who autopay settle balances far faster.
How to Use HoneyBook Online Scheduller
Consente di condividere un link di prenotazione in modo che i clienti possano scegliere un orario a loro conveniente. lets you let clients book time on demand without the email ping-pong.
The HoneyBook Pianificatore syncs with Google Calendar, so double-booking is off the table.
Ecco come usarlo passo dopo passo.
Passaggio 1: Apri la sezione Modelli
Go to Tools, then Scheduler, and link Google Calendar.
HoneyBook reads your busy blocks and hides them.
Step 2: Build a Session Type
Set duration, buffer time, and the hours you want to show as availability.
Add a location or video link for the meeting.
Ecco come si presenta:
✓ Punto di controllo: The saved settings appear in your HoneyBook dashboard.
Step 3: Share the Booking Link
Drop the link in an email, a smart file, or your website.
Anyone interested in a package can grab a slot in seconds.
Confirmations and reminders go out on their own.
✅ Risultato: Consultations fill themselves while you focus on paid work.
💡 Consiglio da professionista: Add a 15-minute buffer after every call. Back-to-back bookings are how good days fall apart.
Salva e riutilizza proposte, contratti ed e-mail
Modelli lets you stop rebuilding the same file from scratch for every project.
The template gallery holds pre-made brochures, proposals, and questionnaires you can brand once and reuse.
Ecco come usarlo passo dopo passo.
Passaggio 1: Creare una pagina Wiki
Open Tools, then Templates, and pick a starting layout.
Filter by the file types you send most.
Step 2: Customize and Save
Swap in your logo, brand colors, and fonts from Company Settings.
Rewrite the copy in your own voce, then save it as a template.
Ecco come si presenta:
✓ Punto di controllo: The saved settings appear in your HoneyBook dashboard.
Step 3: Reuse It on Any Project
Add the saved file to a project in two clicks.
Edit the client details and send.
✅ Risultato: A quote that took 40 minutes now takes four.
💡 Consiglio da professionista: New members get a free file transformation service. HoneyBook rebuilds your old PDFs as smart templates.
Crea, invia e firma contratti in formato digitale
Consente di creare, inviare e far firmare contratti in formato digitale. lets you get a signed contract back the same day you send it.
Contracts are legally binding once both parties sign, and every version stays inside the project.
Ecco come usarlo passo dopo passo.
Step 1: Add a Contract to the Project
Click Add file, then Contract, and choose a template.
You can also upload your own contract if you prefer your lawyer’s wording.
Step 2: Insert Smart Fields
Drop in client name, dates, and totals so nothing gets typed twice.
Place the signature and initial fields where you need them.
Ecco come si presenta:
✓ Punto di controllo: The saved settings appear in your HoneyBook dashboard.
Passaggio 3: Inviare per la firma
Send the contract on its own or bundled into a proposal.
You get an alert the moment it is signed.
✅ Risultato: Signed paperwork lands in the client workspace, not your inbox.
💡 Consiglio da professionista: Combine contract and invoice into one proposal file. Fewer steps means fewer clients who stall.
Accettiamo pagamenti con carta di credito e bonifico bancario diretto.
Consente di accettare pagamenti con carte di credito e bonifici bancari direttamente. lets you take card and bank payments without bolting on a second tool.
Everything is paid through HoneyBook, so the payment sits against the right invoice automatically.
Ecco come usarlo passo dopo passo.
Passaggio 1: collega il tuo conto bancario
Add your business bank account in Company Settings.
This is the first step before any invoice can collect money.
Step 2: Choose Accepted Methods
Enable card and bank transfer on each invoice.
Bank transfer usually costs less per payment.
Ecco come si presenta:
✓ Punto di controllo: The saved settings appear in your HoneyBook dashboard.
Step 3: Send and Get Paid
Clients pay from the file itself, no login required.
Funds land in your account on the payout schedule you set.
✅ Risultato: Money moves without a separate checkout page or a chased bank detail.
💡 Consiglio da professionista: Ask for a 50% retainer up front. It filters out clients who were never going to book.
Redigi email e riepiloghi di progetto con l'intelligenza artificiale
Intelligenza artificiale aziendale lets you draft client emails and project recaps in seconds instead of an hour.
The AI writing assistant reads the project context, so drafts already know who the client is.
Ecco come usarlo passo dopo passo.
Passaggio 1: Apri l'Assistente AI
Start a message inside a project and click the AI icon.
Pick a draft type such as follow-up or recap.
Step 2: Give It One Line of Direction
Tell it the goal: chase a decision, confirm a date, recap a call.
Set the tone you want.
Ecco come si presenta:
✓ Punto di controllo: The saved settings appear in your HoneyBook dashboard.
Step 3: Edit Before You Send
Cut anything that sounds generic and add one specific detail.
Save the winner as a template for next time.
✅ Risultato: A polished reply in under a minute, still in your voce.
💡 Consiglio da professionista: Never send an AI draft untouched. One personal line is what makes clients answer.
Acquisisci contatti dal tuo sito web utilizzando i moduli di contatto.
ti permette di acquisire contatti dal tuo sito web tramite moduli di contatto. lets you turn past clients into repeat bookings with email campaigns.
Marketing tools pull from the same contact list your projects already use, so nothing is exported.
Ecco come usarlo passo dopo passo.
Step 1: Build Your Audience
Filter contacts by project type, status, or booking date.
Save the segment for reuse.
Step 2: Write the Campaign
Start from a template and add your branding.
Link to a blog post, a package page, or your contact form.
Ecco come si presenta:
✓ Punto di controllo: The saved settings appear in your HoneyBook dashboard.
Step 3: Schedule and Review
Pick a send time and schedule it.
Check opens and clicks after 48 hours.
✅ Risultato: Old inquiries you had written off start replying again.
💡 Consiglio da professionista: Email past clients in their booking anniversary month. That timing beats any generic promo.
Integra strumenti come QuickBooks, Zapier e Google Calendar.
ti permette di collegare strumenti come QuickBooks, lets you keep HoneyBook in sync with the apps you already run your business on.
Email integration syncs Gmail or Outlook, so client email lives in both places at once.
Ecco come usarlo passo dopo passo.
Passaggio 1: Apri la Guida di stile
Go to Company Settings, then Integrations.
Review what is available before connecting anything.
Step 2: Connect Email and Calendar
Link Gmail or Outlook to centralize client communication.
Connect Google Calendar so scheduling respects real availability.
Ecco come si presenta:
✓ Punto di controllo: The saved settings appear in your HoneyBook dashboard.
Step 3: Add Accounting and Zapier
Push paid invoices to QuickBooks to keep books clean.
Utilizza Zapier for anything else your system needs.
✅ Risultato: One dashboard instead of six tabs.
💡 Consiglio da professionista: Connect email before you send anything. Replies that land outside HoneyBook break the project history.
Dopo aver testato HoneyBook per oltre due anni, ecco i miei migliori consigli.
After two years on the platform, these are the habits that saved me the most time.
Fast Routes Worth Memorizing
| Azione | Fastest Route |
|---|---|
| Start a project | Plus button, top right of any screen |
| Manually add a lead | Contacts, then Add contact |
| Reuse a file | Tools, then Templates |
| Check overdue invoices | Pipeline, filter by payment status |
Funzionalità nascoste che la maggior parte delle persone non nota
- Fai clic sul nome di un contatto per visualizzare tutta la sua cronologia: ogni progetto, email, pagamento e file in un'unica schermata riassuntiva. One master file showing a client’s full history — every project, email, and payment.
- Test files: Send a file to yourself first. Understanding the client experience changes how you write it.
- Applicazione mobile: Helpful between jobs — communicate with clients, send files, and track expenses from your phone.
- Outside training: DaSilva Life runs a deep tutorial and Systems Scuola sells a self-paced HoneyBook course.
Errore n. 1: inviare contratti e fatture separatamente
Mistake #1: Sending contracts and invoices separately
❌ Sbagliato: Two files, two emails, two chances for the client to stall.
✅ A destra: One proposal that bundles the contract, the invoice, and the retainer payment.
Mistake #2: Building every file from scratch
❌ Sbagliato: Rewriting the same brochure for each new inquiry.
✅ A destra: Save your best version as a template and change only the client details.
Mistake #3: Letting client email drift outside the platform
❌ Sbagliato: Half the thread in Gmail, half in the project workspace.
✅ A destra: Sync your inbox so every message stays in one place your team can read.
Problema: le email non si sincronizzano
Problem: My contact form is not creating new inquiries
Causa: The embed code was copied before the form was published, or a caching plugin is serving an old page.
Aggiustare: Republish the form, copy the embed code again, clear your website cache, then submit a test entry yourself.
Problem: Clients say the payment failed
Causa: The bank account is unverified, or the card issuer blocked an unfamiliar charge.
Aggiustare: Confirm your bank account is verified in Company Settings and ask the client to try bank transfer instead.
Problem: Automations are not firing
Causa: The automation was built but never attached to a project type, so nothing triggers it.
Aggiustare: Open the automation, attach it to the right project type, and confirm the trigger matches how leads actually arrive.
📌 Nota: È uno strumento di gestione clienti che gestisce proposte, contratti, fatture, programmazione e pagamenti in un unico luogo.
Che cos'è HoneyBook?
HoneyBook is a clientflow management tool that tracks every job from first inquiry to final payment.
Pensalo come un CRM, a contract app, and an invoice tool sharing one client record.
Guarda questa breve panoramica:
Include le seguenti caratteristiche principali:
- Automazione: Run your follow-up on autopilot so no new inquiry sits unanswered.
- Prenotazione online: Bill clients in minutes and get paid without chasing anyone.
- Strumento di pagamento online: Let clients book time on demand without the email ping-pong.
- Modelli: Stop rebuilding the same file from scratch for every project.
- Contratti online: Get a signed contract back the same day you send it.
- Accettiamo carte di credito e bonifici bancari. Take card and bank payments without bolting on a second tool.
- Servizi di marketing: Draft client emails and project recaps in seconds instead of an hour.
- Acquisisci contatti con moduli di contatto integrabili Turn past clients into repeat bookings with email campaigns.
- Collega QuickBooks, Zapier, Google Calendar e altro ancora. Keep honeybook in sync with the apps you already run your business on.
Smart Files are the piece most tools miss: proposals, contracts, and payment in one interactive document.
HoneyBook’s project pipeline then tracks each of those files to a paid invoice.
Per una ripartizione completa, consultare il nostro Ecco quanto costerà HoneyBook nel 2026:.
Prezzi di HoneyBook
Here is what HoneyBook costs in 2026:
| Piano | Prezzo | Ideale per |
|---|---|---|
| Antipasto | $29/mese | Solo owners sending their first invoices |
| Essenziali | $49/mese | Busy liberi professionisti who need HoneyBook automations |
| Premio | $ 109/mese | Studios with a team and high project volume |
Prova gratuita: Sì, puoi testare la piattaforma prima di pagare.
Garanzia di rimborso: Refunds are handled case by case, so cancel inside the trial if it is not a fit.
Payment processing fees are charged separately from the subscription on every transaction.
💰 Miglior rapporto qualità-prezzo: Essentials — it unlocks automations and extra team seats, which is where the real time savings start.
HoneyBook contro le alternative
How does HoneyBook compare? Here is the competitive landscape:
Guarda questo confronto:
| Attrezzo | Ideale per | Piano gratuito |
|---|---|---|
| HoneyBook | Service businesses billing clients | Trial only |
| GoHighLevel | Agencies reselling marketing | NO |
| Mantenere | Sales pipelines plus email | NO |
| HubSpot | Crescita dei team di vendita | SÌ |
| ClickUp | Gestione di progetti e attività | SÌ |
| CRM del lunedì | Monitoraggio visivo delle trattative | SÌ |
| Capsula CRM | Gestione semplice dei contatti | SÌ |
| Forza vendita | Apollo non offre rimborsi per le cancellazioni effettuate prima della scadenza del contratto. | NO |
Scelte rapide:
- Il migliore in assoluto: HoneyBook — contracts, scheduling, and invoices in one clientflow.
- Miglior budget: Capsule CRM — a free tier for people who only need contact tracking.
- Ideale per principianti: HoneyBook — the onboarding walks you through the whole process.
- Ideale per le agenzie: GoHighLevel — built for teams running campaigns for other businesses.
🎯 Alternative a HoneyBook
Cerchi alternative a HoneyBook? Ecco le migliori opzioni:
- 🚀 GoHighLevel: All-in-one agency stack with funnels, pipelines, and white-label client portals.
- 💼 Mantenere: Heavier sales automation with built-in email marketing for piccole imprese.
- 📊 Campagna attiva: Email automation first, with a light CRM attached for deal tracking.
- 🌟 HubSpot: Free CRM tier that scales into full marketing and sales suites.
- 🎨 ClickFunnels: Landing pages and checkout flows for selling packages online.
- ⚡ Gente: Lightweight contact hub that pulls people in from LinkedIn and email.
- 🔥 Immediatamente: Cold outreach at volume with inbox warm-up baked in.
- 🔧 ClickUp: Deep task and project management if delivery matters more than billing.
- 🎯 CRM del lunedì: Colorful boards for teams who prefer a visual pipeline.
- 💰 CRM in capsule: Simple, cheap contact management without the extra tooling.
- 🏢 Approfondito: CRM with project delivery attached for mid-size companies.
- 🧠 CRM Freshsales: AI lead scoring and built-in phone for inside sales teams.
- ⭐ Salesforce: Endlessly customizable enterprise CRM with a matching learning curve.
- 👶 Zendesk: Support-desk first, useful when tickets outnumber proposals.
Per l'elenco completo, consultare il nostro Alternative a HoneyBook guida.
⚔️ HoneyBook a confronto
Here is how HoneyBook stacks up against each competitor:
- HoneyBook contro GoHighLevel: GoHighLevel wins for agencies; HoneyBook wins for solo service providers who bill per project.
- HoneyBook contro Keap: Keap has stronger sales sequences; HoneyBook handles contracts and payment far better.
- HoneyBook contro ActiveCampaign: ActiveCampaign owns email depth; HoneyBook owns the booking and invoicing side.
- HoneyBook contro HubSpot: HubSpot scales bigger; HoneyBook gets a freelancer paid faster with less setup.
- HoneyBook contro ClickFunnels: ClickFunnels sells to strangers; HoneyBook manages the clients you already booked.
- HoneyBook contro Folk: Folk is a tidy contact list; HoneyBook is the full clientflow with money attached.
- Instantly è pensato per il contatto a freddo su larga scala, mentre HoneyBook gestisce l'intero percorso del cliente dopo l'acquisizione del lead.: Instantly fills the top of funnel; HoneyBook closes and bills what comes in.
- HoneyBook contro ClickUp: ClickUp manages tasks better; HoneyBook manages clients, contracts, and cash better.
- HoneyBook contro Monday CRM: Monday looks nicer for pipelines; HoneyBook ships proposals and invoices out of the box.
- HoneyBook contro Capsule CRM: Capsule costs less; HoneyBook replaces three other tools, so total spend often drops.
- HoneyBook contro Insightly: Insightly suits bigger teams; HoneyBook suits studios of one to ten people.
- HoneyBook contro Freshsales CRM: Freshsales is built for calling leads; HoneyBook is built for booking and delivering work.
- HoneyBook contro Salesforce: Salesforce customizes endlessly; HoneyBook works on day one without a consultant.
- HoneyBook contro Zendesk: Zendesk handles support tickets; HoneyBook handles the whole client life cycle instead.
Hai imparato a utilizzare tutte le principali funzionalità di HoneyBook:
✅ Fatture online
- ✅ Librerie di squadra
- ✅ Prenotazione online
- ✅ Contratti online
- ✅ Modelli
- ✅ Strumento di pagamento online
- ✅ Intelligenza artificiale per le aziende
- ✅ Servizi di marketing
- ✅ Integrazioni con HoneyBook
- La maggior parte delle persone inizia con l'automazione.
Passo successivo: pick one feature and set it up today.
Most people start with Online Invoices, because that is the transition from admin work to money in the bank.
Ci vogliono meno di cinque minuti.
Domande frequenti
HoneyBook è una piattaforma di gestione clienti per freelance e piccole imprese. Permette di inviare preventivi, contratti e fatture, accettare pagamenti, programmare riunioni e automatizzare i follow-up, tutto da un'unica dashboard.
Service businesses use it to capture inquiries, send proposals and contracts, schedule calls, and collect payment — all tracked in one project pipeline.
I clienti pagano tramite un link di pagamento sicuro allegato alle fatture o ai file Smart File. Possono scegliere tra carta di credito o bonifico bancario ACH. Il denaro viene accreditato direttamente sul conto bancario collegato entro 2-3 giorni lavorativi.
Clients open the invoice link and pay by card or bank transfer. No login is needed, and the payment records itself against that project.
Quanto costa addebitare HoneyBook?
Plans start at $29/month. Standard card and bank processing fees apply per transaction on top of that, so check current rates inside your account.
HoneyBook offre una prova gratuita di 7 giorni con accesso completo a tutte le funzionalità e senza bisogno di carta di credito. Dopo la prova, i piani a pagamento partono da 29 dollari al mese con una garanzia di rimborso di 60 giorni.
There is no permanent free plan. You get a free trial to test the tools, then paid plans start at $29 per month.
Can I upload my own contract to HoneyBook?
Yes. Upload your existing contract, add smart fields and signature blocks, then save it as a template you reuse on future projects.
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