Guida rapida Questa guida illustra tutte le funzionalità di Keap: Per iniziare — Creazione dell'account e configurazione di base Come utilizzare Automation Builder — Creazione di flussi di lavoro automatizzati senza codice Come utilizzare CRM — Gestione di tutti i contatti in un unico posto Come utilizzare Email e SMS — Invio di messaggi mirati...

Avvio rapido

— Automatizza email, attività e follow-up

• Iniziare — Create your HoneyBook account and basic setup
• Come utilizzare un generatore di piani di lezione basato sull'intelligenza artificiale — Automate client onboarding and HoneyBook automations
• — Invia fatture e ricevi pagamenti rapidi — Send invoices and get paid through HoneyBook
• — Consenti ai clienti di prenotare gli appuntamenti direttamente — Let clients book meetings on your availability
• Come utilizzare i modelli — Save time with reusable files and brochures
• — Invia e firma i contratti in formato digitale Come utilizzare lo strumento di pagamento online
• — Si accettano carte di credito e bonifici bancari — Accept payment from clients fast
• — Redigere bozze di email e riepiloghi con l'intelligenza artificiale Come utilizzare i servizi di marketing
• — Acquisisci contatti dal tuo sito web — Grow demand with built-in marketing tools
• Integra strumenti come QuickBooks, Zapier e Google Calendar. — Connect Gmail, Calendar, and more

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’ve used HoneyBook for over two years to run my own service business. Every feature in this how to use HoneyBook tutorial was tested on real clients and real projects.

Whether you’re interested in a clean transition from spreadsheets or you prefer learning from a structured course, this guide gives you a deep understanding of every workflow, file type, and tool HoneyBook offers across all the major file types you’ll use with clients. It’s the most helpful walkthrough you’ll find online.

HoneyBook is the go-to clientflow platform for creative business owners.

But most people only tap into a fraction of what it can do.

Questa guida ti mostra come utilizzare tutte le principali funzionalità.

Passo dopo passo, con schermate e consigli da professionisti.

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.

This complete HoneyBook tutorial walks through every feature step by step, from initial setup to advanced automations that will make you a power user.

HoneyBook

Run your entire client business from one dashboard. HoneyBook combines contracts, invoices, scheduling, and payments so you can focus on the work clients pay you for. Start a free trial — no credit card required.

PROVA HONYBOOK ORA →

LEGGI LA RECENSIONE COMPLETA →

ALTERNATIVE A HONEYBOOK →

Il sito web di HoneyBook

Before using any feature, complete this one-time HoneyBook setup.

It takes about 15 minutes and unlocks every tool on the platform.

Step 1: Create Your HoneyBook Account

Go to HoneyBook.com and click “Start Free Trial.”

Enter your email, business name, and industry type.

The free trial gives you access to every feature without a credit card.

✓ Punto di controllo: You should see the main HoneyBook dashboard with your project pipeline empty.

Step 2: Upload Branding and Connect Bank Account

Head to Company Settings and upload your logo, brand colors, and fonts.

Consistency in branding comes from this single place across every file and invoice.

Here’s what the company settings screen looks like:

Next, add your business bank account so you can get paid through HoneyBook.

✓ Punto di controllo: Your logo should appear on the dashboard and your bank is verified.

Step 3: Set Up Project Types and Send a Test File

Create project types for each service you offer — photography, coaching, design, or anything else.

Setting up different project types helps organize new inquiries and track client work.

Send a test file to yourself to understand the client experience before going live.

This test step is important because it shows you exactly what clients see when files land in their posta in arrivo. Adjust the template if the preview feels off-brand.

Automatizza email, file e promemoria in modalità automatica

Automazione lets you send emails, files, and tasks on autopilot so you never drop a client again.

Here’s how to use HoneyBook automations step by step.

Passaggio 1: Aprire la scheda Automazioni

Ora analizziamo ogni passaggio.

Fai clic su "Automazioni" nel menu della barra laterale sinistra.

Click “Tools” in the top navigation and select Automations.

You can start from scratch or pick a pre-built workflow template.

Step 2: Build Your Workflow Steps

Add actions like “send email,” “send file,” or “create internal task.”

Here’s what a workflow looks like inside the editor:

✓ Punto di controllo: Each step should show a green dot confirming the action is ready.

Step 3: Apply the Workflow to a Project

Open any project and click “Apply Workflow” from the side panel.

The automation now runs every time you mark a trigger complete.

Start with one simple automation — welcome email plus intake questionnaire — before building more complex branches. Small workflows are easier to debug and refine as your business grows.

Fattura i clienti e monitora i pagamenti in tempo reale

Fatture online let you bill clients, track payment status, and get paid through HoneyBook in one workflow.

Here’s how to send an invoice step by step.

Apri un progetto cliente e fai clic su "Crea nuovo", quindi seleziona "Fattura".

Ora analizziamo ogni passaggio.

Passaggio 1: Crea una nuova fattura

Open a project and click “Create File” then select Invoice.

Add line items for your services, quantities, and prices.

Step 2: Set a Payment Schedule

Choose one-time payment, deposit plus balance, or custom installments.

Here’s what the payment schedule builder looks like:

✓ Punto di controllo: The total and due dates should match what you agreed with the client.

Passaggio 3: Invia e monitora la fattura

Click Send and HoneyBook emails the client a branded invoice with pay now buttons.

Track payment status from the project dashboard in real time.

You can see when the client opened the invoice, when they started payment, and when it completes. This real-time visibility removes the need for follow-up emails asking if they got your invoice.

Consenti ai clienti di prenotare appuntamenti tramite un link condivisibile.

Consente di condividere un link di prenotazione in modo che i clienti possano scegliere un orario a loro conveniente. lets potential clients book meetings directly on your calendar without back-and-forth emails.

Here’s how to use the HoneyBook Scheduler step by step.

Vai su Impostazioni e collega il tuo Google Calendar o Outlook.

Ora analizziamo ogni passaggio.

Step 1: Create a Session Type

Go to Tools and click Scheduler then New Session.

Name your session, set the duration, and pick the location or Zoom link.

Step 2: Connect Your Google Calendar

The HoneyBook Scheduler syncs with Google Calendar to prevent double-booking.

Here’s what the availability settings look like:

✓ Punto di controllo: Your available hours should appear in green on the preview.

Passaggio 3: Condividi il link della tua prenotazione

Copy your scheduler link and add it to email signatures or your website.

Clients pick a time slot and HoneyBook auto-creates a project for each booking.

You can also embed the scheduler directly into a webpage so visitors book a consult without leaving your site. Every booking starts a new project record with the client’s contact info pre-filled.

Salva e riutilizza proposte, contratti ed e-mail

Modelli save you hours by letting you create reusable files, brochures, and email drafts.

Here’s how to use HoneyBook templates step by step.

Guarda i modelli in azione:

Ora analizziamo ogni passaggio.

Passaggio 1: Creare una pagina Wiki

Open Tools and click Templates to access the HoneyBook template gallery.

You’ll find pre-made files for photographers, coaches, designers, and more.

Step 2: Customize a Smart File

Smart Files combine proposals, contracts, and payments in one interactive document.

Here’s what the smart file editor looks like:

✓ Punto di controllo: Your brand colors and logo should appear on every page of the file.

Step 3: Save and Reuse Across Projects

Click Save as Template so the file is ready for every future client.

HoneyBook also offers a complimentary file transformation service for new members.

Crea, invia e firma contratti in formato digitale

Consente di creare, inviare e far firmare contratti in formato digitale. let you send legally binding agreements that clients sign digitally in minutes.

Here’s how to send a contract step by step.

Passaggio 1: Creare un nuovo contratto

Ora analizziamo ogni passaggio.

Step 1: Upload or Build a Contract

You can upload your own contract or use a HoneyBook template as the first step.

The template gallery has contracts reviewed by legal experts for common service types.

Step 2: Combine With an Invoice in a Proposal

Combine contracts and invoices into a single proposal file to simplify booking.

Here’s what the combined proposal file looks like:

✓ Punto di controllo: The client should see one clean page with terms, pricing, and a sign-and-pay button.

Step 3: Send and Track Signatures

Send the contract and track who has viewed and signed from your dashboard.

HoneyBook stores every signed contract in the contact workspace forever.

Accettiamo pagamenti con carta di credito e bonifico bancario diretto.

Consente di accettare pagamenti con carte di credito e bonifici bancari direttamente. lets clients pay via card, ACH, Apple Pay, or Google Pay directly inside HoneyBook.

Here’s how to accept a payment step by step.

Watch the Online Payment Tool in action:

Ora analizziamo ogni passaggio.

Step 1: Connect Your Bank for Payouts

Head to Account Settings and verify your business bank account.

HoneyBook sends payouts to this account within 3 business days of each payment.

Step 2: Enable Payment Methods on Your Invoice

Toggle on ACH, credit cards, or autopay when sending each invoice.

Here’s what the payment settings look like:

✓ Punto di controllo: The client preview should show all active payment methods as buttons.

Step 3: Track Payments in the Pipeline

Every payment appears in the project pipeline dashboard with a green paid badge.

Overdue invoices show in red so you can follow up quickly.

Redigi email e riepiloghi di progetto con l'intelligenza artificiale

Intelligenza artificiale aziendale drafts personalized emails, project recaps, and follow-ups for you in seconds.

Here’s how to use the AI writing assistant step by step.

Fai clic sull'icona dell'IA quando componi un'email o lavori all'interno di un progetto.

Ora analizziamo ogni passaggio.

Step 1: Open the AI Compose Panel

Start a new email inside any project and click the sparkle icon for AI.

The AI reads your project details and past emails for context.

Step 2: Pick a Prompt Template

Choose from inquiry response, project recap, follow-up, or custom prompt.

Here’s what the AI compose panel looks like:

✓ Punto di controllo: The AI returns a draft with client name, project details, and your tone.

Passaggio 3: Rivedi e invia

Edit anything that feels off, then send directly from HoneyBook.

The client gets your branded email and you save 15 minutes of writing.

Acquisisci contatti dal tuo sito web utilizzando i moduli di contatto.

ti permette di acquisire contatti dal tuo sito web tramite moduli di contatto. help you fill your pipeline with new leads through contact forms, pipelines, and email campaigns.

Here’s how to use HoneyBook marketing services step by step.

Passaggio 1: Crea un modulo di contatto

Ora analizziamo ogni passaggio.

Step 1: Build a Contact Form

Creating a contact form is essential for capturing leads in HoneyBook.

Go to Tools and pick Contact Forms then choose a template.

Step 2: Embed the Form on Your Website

Copy the embed code and paste it into any page on your website.

Here’s what an embedded contact form looks like:

✓ Punto di controllo: A test submission should create a new project in your HoneyBook pipeline automatically.

Step 3: Manage New Inquiries

Every form submission becomes a new inquiry with the client’s full details.

You can also manually add leads for clients who reach out by phone or referral.

Pair the form with an automation that sends a welcome email within 60 seconds of submission. Quick replies are the number one driver of booking rate for service businesses.

Integra strumenti come QuickBooks, Zapier e Google Calendar.

ti permette di collegare strumenti come QuickBooks, connect your account with Gmail, Outlook, Google Calendar, QuickBooks, and Zapier.

Here’s how to connect an integration step by step.

Guarda le integrazioni in azione:

Ora analizziamo ogni passaggio.

Step 1: Open Account Integrations

in alto a destra e seleziona "Profilo". avatar and select Integrations from the dropdown menu.

You’ll see a grid of every tool you can connect to HoneyBook.

Passaggio 2: collega Gmail o Outlook

Email integration lets you sync Gmail or Outlook so correspondence lives in HoneyBook and your inbox.

Here’s what the integration gallery looks like:

✓ Punto di controllo: Client emails should now appear inside the contact workspace alongside files and payments.

Step 3: Connect Calendar and Accounting

Sync Google Calendar for scheduling and QuickBooks for contabilità.

Zapier unlocks 5000+ other app connections for advanced workflows.

Dopo aver testato HoneyBook per oltre due anni, ecco i miei migliori consigli.

After running my business on HoneyBook for two years, here are my best tips.

Scorciatoie da tastiera

Funzionalità nascoste che la maggior parte delle persone non nota

• Free file transformation: Send your old brochures and contracts to the HoneyBook concierge team and they rebuild them as smart templates for free — this is one of HoneyBook’s most underused perks and it works for nearly every file type you throw at them.
• Fai clic sul nome di un contatto per visualizzare tutta la sua cronologia: ogni progetto, email, pagamento e file in un'unica schermata riassuntiva. View a client’s full history — every project, email, and payment — in one master file linked to the contact.
• DaSilva Life tutorial: DaSilva Life offers an in-depth HoneyBook tutorial and the Systems Scuola course lets you learn at your own pace. HoneyBook’s official blog also publishes new tips and case studies every week.

Errore n. 1: inviare contratti e fatture separatamente

Mistake #1: Skipping the Branding Setup

Mistake #2: Separate Contract and Invoice Files

Mistake #3: Ignoring Automations

Problema: le email non si sincronizzano

Problem: Bank Account Verification Stuck

Causa: Micro-deposits from HoneyBook can take 2–3 business days to show in your bank.

Aggiustare: Wait 72 hours then enter the two small deposit amounts under Payment Settings.

Problem: Calendar Not Syncing

Causa: Google permissions were not granted during the initial sync.

Aggiustare: Disconnect and reconnect Google Calendar under Integrations and allow all permissions.

Problem: Client Cannot Sign the Contract

Causa: The signature block was removed or never added to the contract template.

Aggiustare: Open the file, add a signature block, re-save, and send a fresh link to the client.

📌 Nota: If none of these fix your issue, contact HoneyBook support through the question mark icon.

Che cos'è HoneyBook?

HoneyBook is a clientflow management tool that helps creative service businesses track every client from first inquiry to final payment.

Pensalo come un CRM, invoicing tool, contract signer, and scheduling platform combined into one system.

Guarda questa breve panoramica:

Include le seguenti caratteristiche principali:

• Automazione: Trigger emails, files, and tasks based on client actions.
• Prenotazione online: Send branded invoices and accept payment through HoneyBook.
• Strumento di pagamento online: Let clients book meetings with calendar sync.
• Modelli: Reuse proposals, contracts, and brochures across projects.
• Contratti online: Send legally binding agreements with digital signatures.
• Servizi di marketing: AI writing assistant drafts emails and project recaps.

Per una recensione completa, consulta la nostra Ecco quanto costerà HoneyBook nel 2026:.

Prezzi di HoneyBook

Liberi professionisti e titolari di attività individuali che stanno iniziando

Prova gratuita: 7 days with full feature access — no credit card required.

Garanzia di rimborso: 60-day money-back guarantee on every paid plan.

💰 Miglior rapporto qualità-prezzo: Essentials plan at $49/month — adds automations, unlimited clients, and removes the HoneyBook branding from client pages.

HoneyBook contro le alternative

How does HoneyBook compare to other CRM and client management platforms? Here’s the landscape.

Guarda questo confronto:

Scelte rapide:

• Best overall for creatives: HoneyBook — built for service providers from day one.
• Best budget pick: HubSpot — free CRM with paid upgrades as you grow.
• Ideale per principianti: Folk — clean interface and simple onboarding.
• GoHighLevel: strumenti white-label pensati per le agenzie che gestiscono più clienti. GoHighLevel — unlimited sub-accounts and white-label options.

🎯 Alternative a HoneyBook

Looking for HoneyBook alternatives? Here are the top options worth testing.

• 🚀 GoHighLevel: All-in-one agency platform with funnels, CRM, and SMS marketing in one dashboard.
• 💼 Mantenere: Advanced sales automation with deep pipeline management for small business owners.
• ⚡ Campagna attiva: Powerful email marketing and customer journey automation at a lower price point.
• 🌟 HubSpot: Free CRM tier with paid tools for marketing, sales, and support as you scale.
• 🎯 ClickFunnels: Purpose-built for sales funnels and landing pages with split testing.
• 🎨 Gente: Design-led CRM that pulls contacts from Gmail, LinkedIn, and your other tools.
• 🔥 Immediatamente: Focused on cold email at scale with unlimited sending accounts and warm-up.
• 🔧 ClickUp: Project and task management with CRM features for teams that live in projects.
• 📊 CRM del lunedì: Visual pipeline with automations and dashboards on a flexible board view.
• 👶 CRM a capsule: Clean and beginner-friendly CRM with a generous free plan for small teams.
• ⭐ Approfondito: CRM basato sull'intelligenza artificiale con lead scoring, tracciamento delle email e telefono integrato.
• 🧠 CRM Freshsales: AI-powered lead scoring and built-in phone for sales teams.
• 🏢 Salesforce: Enterprise-grade CRM with every feature imaginable for large sales organizations.
• 🔒 Zendesk: Customer support platform with a sales CRM add-on for service-led teams.

Per l'elenco completo, consultare il nostro Alternative a HoneyBook guida.

⚔️ HoneyBook a confronto

Here’s how HoneyBook stacks up against each competitor head-to-head.

• HoneyBook contro GoHighLevel: HoneyBook wins for solo creatives while GoHighLevel wins for agencies managing many sub-accounts.
• HoneyBook contro Keap: HoneyBook is cleaner and cheaper while Keap offers deeper sales sequences and lifecycle automation.
• HoneyBook contro ActiveCampaign: HoneyBook bundles contracts and invoices while ActiveCampaign focuses on email and marketing automation.
• HoneyBook contro HubSpot: HoneyBook wins on client-facing files while HubSpot wins on free-tier CRM power and wider app reach.
• HoneyBook contro ClickFunnels: HoneyBook handles bookings and payments while ClickFunnels builds the sales funnels that feed them.
• HoneyBook contro Folk: HoneyBook is service-business ready while Folk is better for relationship building and lightweight contact management.
• Instantly è pensato per il contatto a freddo su larga scala, mentre HoneyBook gestisce l'intero percorso del cliente dopo l'acquisizione del lead.: HoneyBook manages booked clients while Instantly prospects new cold leads at scale.
• HoneyBook contro ClickUp: HoneyBook wins client billing while ClickUp wins internal project and task management.
• HoneyBook contro lunedì CRM: HoneyBook is faster to set up while Monday CRM offers more flexible custom board views.
• HoneyBook contro Capsule CRM: HoneyBook includes payments while Capsule CRM offers a cheaper free tier for basic contact management.
• HoneyBook contro Insightly: HoneyBook is built for service providers while Insightly pairs CRM with heavier project management.
• HoneyBook contro Freshsales CRM: HoneyBook wins on client experience while Freshsales wins on AI lead scoring for outbound sales teams.
• HoneyBook contro Salesforce: HoneyBook is quick and simple while Salesforce scales to enterprise teams with unlimited customization.
• HoneyBook contro Zendesk: HoneyBook manages the full client journey while Zendesk focuses on customer support ticketing.

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: Scegli una funzionalità e provala subito.

Most people start with Automation or Online Invoices.

It takes less than 5 minutes to see real results.

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.

HoneyBook is a clientflow management platform used to create, track, share, and organize all client communications from the first inquiry to the end of the job. It centralizes contracts, invoices, scheduling, payments, and files so you can run your entire business from one account. Creative service providers like photographers, coaches, and designers use HoneyBook to manage projects and get paid faster.

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 pay through HoneyBook by clicking the Pay Now button on any invoice you send them. They can use a credit card, ACH bank transfer, Apple Pay, or Google Pay. Every payment flows into your connected business bank account within a few business days.

Quanto costa addebitare HoneyBook?

HoneyBook charges payment processing fees on top of your subscription. Card payments are 2.9% plus 25¢ per transaction and ACH bank transfers cost 1.5%. Premium plan members who process over $500,000 annually may qualify for discounted card rates.

How do I use HoneyBook for mini sessions?

For mini sessions, create a project type called Mini Session then build a smart file with your package, contract, and invoice combined. Add a scheduler link so clients pick their slot and pay in one flow. You can reuse this template for every mini session day and automate the reminder emails through a workflow.

A cosa serve HoneyBook?

HoneyBook is good for service-based businesses that need to manage inquiries, contracts, payments, and scheduling in one place. It works especially well for creatives like photographers, event planners, coaches, and designers. The platform shines when your workflow involves proposals, booking, and recurring client communication.

A quanto ammontano le commissioni di HoneyBook?

HoneyBook subscription fees start at $29/month for the Starter plan on annual billing. Essentials is $49/month and Premium is $109/month when billed annually. Monthly billing is higher — expect about 20% more — and payment processing fees are separate from the subscription.

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.

You can use HoneyBook free for 7 days through the free trial, which gives full access to every feature with no credit card required. After the trial ends, you need a paid plan to keep using the platform. HoneyBook also offers a 60-day money-back guarantee on paid plans.

Sì, HoneyBook è eccellente per i contratti. Puoi creare contratti personalizzati da zero o utilizzare modelli, aggiungere campi per la firma, inviarli per la firma digitale e raggrupparli con le fatture in Smart Files.

HoneyBook is great for contracts because agreements are legally binding, professionally designed, and signed digitally in minutes. You can upload your own contract or start from a HoneyBook template reviewed by legal experts. Every signed contract is stored in the client workspace for easy access later.