Hướng dẫn nhanh
Hướng dẫn này bao gồm tất cả các tính năng của HoneyBook:
- Bắt đầu — Create your HoneyBook account and finish setup
- Cách sử dụng tự động hóa — Run your follow-up on autopilot so no new inquiry sits unanswered
- Hướng dẫn sử dụng hóa đơn trực tuyến — Bill clients in minutes and get paid without chasing anyone
- Hướng dẫn sử dụng hệ thống đặt lịch trực tuyến — Let clients book time on demand without the email ping-pong
- Cách sử dụng mẫu — Stop rebuilding the same file from scratch for every project
- Cách sử dụng hợp đồng trực tuyến — Get a signed contract back the same day you send it
- Hướng dẫn sử dụng công cụ thanh toán trực tuyến — Take card and bank payments without bolting on a second tool
- Cách sử dụng Trí tuệ nhân tạo trong kinh doanh — Draft client emails and project recaps in seconds instead of an hour
- Cách sử dụng dịch vụ tiếp thị — Turn past clients into repeat bookings with email campaigns
- Hướng dẫn sử dụng các tính năng tích hợp của HoneyBook — Keep honeybook in sync with the apps you already run your business on
Thời gian cần thiết: 5 phút cho mỗi phim
Cũng trong hướng dẫn này: Mẹo chuyên nghiệp | Những lỗi thường gặp | Khắc phục sự cố | Chạy | Các lựa chọn thay thế
Tại sao nên tin tưởng hướng dẫn này?
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.
Hướng dẫn sử dụng HoneyBook
Learning how to use HoneyBook is mostly about one clean setup, then letting templates and automations carry the repeat work.
Sách Mật Ong
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.
Hướng dẫn bắt đầu sử dụng 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:
Bây giờ chúng ta hãy cùng xem xét từng bước một.
Bước 1: Tạo tài khoản của bạn
Go to the HoneyBook website and click Start free trial.
Enter your email, then answer the short onboarding questions about your services.
✓ Điểm kiểm tra: Kiểm tra của bạn hộp thư đến cho email xác nhận.
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.
Đây là hình ảnh minh họa:
✓ Điểm kiểm tra: 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.
✅ Hoàn thành: Your HoneyBook account is live and ready for real client work.
Hướng dẫn sử dụng tự động hóa HoneyBook
Tự động hoá 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.
Dưới đây là hướng dẫn sử dụng từng bước.
Bước 1: Mở tab Tự động hóa
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.
Đây là hình ảnh minh họa:
✓ Điểm kiểm tra: 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.
✅ Kết quả: Potential clients get a reply, even when you are shooting or on a call.
💡 Mẹo hay: Keep your first automated email short. Long pitches lower reply rates on cold inquiries.
Hướng dẫn sử dụng hóa đơn trực tuyến HoneyBook
Hóa đơn trực tuyến 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.
Dưới đây là hướng dẫn sử dụng từng bước.
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.
Đây là hình ảnh minh họa:
✓ Điểm kiểm tra: 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.
✅ Kết quả: You stopped writing manual payment reminders forever.
💡 Mẹo hay: Turn on autopay at the retainer stage. Clients who autopay settle balances far faster.
How to Use HoneyBook Online Scheduller
Đặt lịch trực tuyến lets you let clients book time on demand without the email ping-pong.
The HoneyBook Lập lịch syncs with Google Calendar, so double-booking is off the table.
Dưới đây là hướng dẫn sử dụng từng bước.
Bước 1: Kết nối Lịch của bạn
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.
Đây là hình ảnh minh họa:
✓ Điểm kiểm tra: 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.
✅ Kết quả: Consultations fill themselves while you focus on paid work.
💡 Mẹo hay: Add a 15-minute buffer after every call. Back-to-back bookings are how good days fall apart.
Hướng dẫn sử dụng mẫu HoneyBook
Mẫu 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.
Dưới đây là hướng dẫn sử dụng từng bước.
Bước 1: Duyệt qua Thư viện Mẫu
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 tiếng nói, then save it as a template.
Đây là hình ảnh minh họa:
✓ Điểm kiểm tra: 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.
✅ Kết quả: A quote that took 40 minutes now takes four.
💡 Mẹo hay: New members get a free file transformation service. HoneyBook rebuilds your old PDFs as smart templates.
Hướng dẫn sử dụng hợp đồng trực tuyến HoneyBook
Hợp đồng trực tuyến 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.
Dưới đây là hướng dẫn sử dụng từng bước.
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.
Đây là hình ảnh minh họa:
✓ Điểm kiểm tra: The saved settings appear in your HoneyBook dashboard.
Bước 3: Gửi để lấy chữ ký
Send the contract on its own or bundled into a proposal.
You get an alert the moment it is signed.
✅ Kết quả: Signed paperwork lands in the client workspace, not your inbox.
💡 Mẹo hay: Combine contract and invoice into one proposal file. Fewer steps means fewer clients who stall.
Hướng dẫn sử dụng công cụ thanh toán trực tuyến HoneyBook
Công cụ thanh toán trực tuyến 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.
Dưới đây là hướng dẫn sử dụng từng bước.
Bước 1: Kết nối tài khoản ngân hàng của bạn
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.
Đây là hình ảnh minh họa:
✓ Điểm kiểm tra: 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.
✅ Kết quả: Money moves without a separate checkout page or a chased bank detail.
💡 Mẹo hay: Ask for a 50% retainer up front. It filters out clients who were never going to book.
Hướng dẫn sử dụng HoneyBook Business AI
Trí tuệ nhân tạo trong kinh doanh 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.
Dưới đây là hướng dẫn sử dụng từng bước.
Bước 1: Mở Trợ lý 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.
Đây là hình ảnh minh họa:
✓ Điểm kiểm tra: 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.
✅ Kết quả: A polished reply in under a minute, still in your tiếng nói.
💡 Mẹo hay: Never send an AI draft untouched. One personal line is what makes clients answer.
Hướng dẫn sử dụng dịch vụ tiếp thị HoneyBook
Dịch vụ tiếp thị 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.
Dưới đây là hướng dẫn sử dụng từng bước.
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.
Đây là hình ảnh minh họa:
✓ Điểm kiểm tra: 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.
✅ Kết quả: Old inquiries you had written off start replying again.
💡 Mẹo hay: Email past clients in their booking anniversary month. That timing beats any generic promo.
Hướng dẫn sử dụng các tính năng tích hợp của HoneyBook
Tích hợp HoneyBook 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.
Dưới đây là hướng dẫn sử dụng từng bước.
Bước 1: Mở trang Tích hợp
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.
Đây là hình ảnh minh họa:
✓ Điểm kiểm tra: The saved settings appear in your HoneyBook dashboard.
Step 3: Add Accounting and Zapier
Push paid invoices to QuickBooks to keep books clean.
Sử dụng Zapier for anything else your system needs.
✅ Kết quả: One dashboard instead of six tabs.
💡 Mẹo hay: Connect email before you send anything. Replies that land outside HoneyBook break the project history.
Mẹo và thủ thuật chuyên nghiệp với HoneyBook
After two years on the platform, these are the habits that saved me the most time.
Fast Routes Worth Memorizing
| Hoạt động | 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 |
Những tính năng ẩn mà hầu hết mọi người bỏ lỡ
- Liên hệ với Workspaces: 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.
- Ứng dụng di động: Helpful between jobs — communicate with clients, send files, and track expenses from your phone.
- Outside training: DaSilva Life runs a deep tutorial and Systems Trường học sells a self-paced HoneyBook course.
Những lỗi thường gặp cần tránh khi sử dụng HoneyBook
Mistake #1: Sending contracts and invoices separately
❌ Sai: Two files, two emails, two chances for the client to stall.
✅ Bên phải: One proposal that bundles the contract, the invoice, and the retainer payment.
Mistake #2: Building every file from scratch
❌ Sai: Rewriting the same brochure for each new inquiry.
✅ Bên phải: Save your best version as a template and change only the client details.
Mistake #3: Letting client email drift outside the platform
❌ Sai: Half the thread in Gmail, half in the project workspace.
✅ Bên phải: Sync your inbox so every message stays in one place your team can read.
Khắc phục sự cố HoneyBook
Problem: My contact form is not creating new inquiries
Gây ra: The embed code was copied before the form was published, or a caching plugin is serving an old page.
Sửa chữa: Republish the form, copy the embed code again, clear your website cache, then submit a test entry yourself.
Problem: Clients say the payment failed
Gây ra: The bank account is unverified, or the card issuer blocked an unfamiliar charge.
Sửa chữa: Confirm your bank account is verified in Company Settings and ask the client to try bank transfer instead.
Problem: Automations are not firing
Gây ra: The automation was built but never attached to a project type, so nothing triggers it.
Sửa chữa: Open the automation, attach it to the right project type, and confirm the trigger matches how leads actually arrive.
📌 Ghi chú: Nếu không có giải pháp nào trong số này khắc phục được sự cố, hãy liên hệ với bộ phận hỗ trợ của HoneyBook.
HoneyBook là gì?
Sách Mật Ong is a clientflow management tool that tracks every job from first inquiry to final payment.
Hãy coi nó như một CRM, a contract app, and an invoice tool sharing one client record.
Hãy xem đoạn video tổng quan ngắn này:
Nó bao gồm các tính năng chính sau:
- Tự động hóa: Run your follow-up on autopilot so no new inquiry sits unanswered.
- Hóa đơn trực tuyến: Bill clients in minutes and get paid without chasing anyone.
- Đặt lịch trực tuyến: Let clients book time on demand without the email ping-pong.
- Mẫu: Stop rebuilding the same file from scratch for every project.
- Hợp đồng trực tuyến: Get a signed contract back the same day you send it.
- Công cụ thanh toán trực tuyến: Take card and bank payments without bolting on a second tool.
- Trí tuệ nhân tạo trong kinh doanh: Draft client emails and project recaps in seconds instead of an hour.
- Dịch vụ tiếp thị: Turn past clients into repeat bookings with email campaigns.
- Các tích hợp với HoneyBook: 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.
Để biết thông tin chi tiết đầy đủ, vui lòng xem phần sau: Đánh giá của HoneyBook.
Bảng giá HoneyBook
Here is what HoneyBook costs in 2026:
| Kế hoạch | Giá | Tốt nhất cho |
|---|---|---|
| Người mới bắt đầu | 29 đô la/tháng | Solo owners sending their first invoices |
| Những điều cần thiết | 49 đô la/tháng | Busy người làm việc tự do who need HoneyBook automations |
| Phần thưởng | 109 đô la/tháng | Studios with a team and high project volume |
Dùng thử miễn phí: Vâng, bạn có thể dùng thử nền tảng trước khi thanh toán.
Đảm bảo hoàn tiền: 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.
💰 Giá trị tốt nhất: Essentials — it unlocks automations and extra team seats, which is where the real time savings start.
So sánh HoneyBook với các giải pháp thay thế
How does HoneyBook compare? Here is the competitive landscape:
Hãy xem sự so sánh này:
| Dụng cụ | Tốt nhất cho | Gói miễn phí |
|---|---|---|
| Sách Mật Ong | Service businesses billing clients | Chỉ dùng thử |
| GoHighLevel | Agencies reselling marketing | KHÔNG |
| Keap | Sales pipelines plus email | KHÔNG |
| HubSpot | Phát triển đội ngũ bán hàng | Đúng |
| Nhấp chuột lên | Quản lý dự án và nhiệm vụ | Đúng |
| CRM Thứ Hai | Theo dõi giao dịch trực quan | Đúng |
| Viên nang CRM | Quản lý liên hệ đơn giản | Đúng |
| Salesforce | Hoạt động bán hàng doanh nghiệp | KHÔNG |
Lựa chọn nhanh:
- Tốt nhất tổng thể: HoneyBook — contracts, scheduling, and invoices in one clientflow.
- Ngân sách tốt nhất: Capsule CRM — a free tier for people who only need contact tracking.
- Phù hợp nhất cho người mới bắt đầu: HoneyBook — the onboarding walks you through the whole process.
- Phù hợp nhất cho các công ty quảng cáo: GoHighLevel — built for teams running campaigns for other businesses.
🎯 Các lựa chọn thay thế cho HoneyBook
Bạn đang tìm kiếm các lựa chọn thay thế cho HoneyBook? Dưới đây là những lựa chọn hàng đầu:
- 🚀 GoHighLevel: All-in-one agency stack with funnels, pipelines, and white-label client portals.
- 💼 Keap: Heavier sales automation with built-in email marketing for doanh nghiệp nhỏ.
- 📊 ActiveCampaign: 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.
- ⚡ Dân gian: Lightweight contact hub that pulls people in from LinkedIn and email.
- 🔥 Ngay lập tức: Cold outreach at volume with inbox warm-up baked in.
- 🔧 ClickUp: Deep task and project management if delivery matters more than billing.
- 🎯 CRM ngày thứ Hai: Colorful boards for teams who prefer a visual pipeline.
- 💰 Capsule CRM: Simple, cheap contact management without the extra tooling.
- 🏢 Thông minh: CRM with project delivery attached for mid-size companies.
- 🧠 Freshsales CRM: 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.
Để xem danh sách đầy đủ, vui lòng xem trang của chúng tôi. Các lựa chọn thay thế cho HoneyBook hướng dẫn.
⚔️ So sánh với HoneyBook
Here is how HoneyBook stacks up against each competitor:
- So sánh HoneyBook và GoHighLevel: GoHighLevel wins for agencies; HoneyBook wins for solo service providers who bill per project.
- So sánh HoneyBook và Keap: Keap has stronger sales sequences; HoneyBook handles contracts and payment far better.
- So sánh HoneyBook và ActiveCampaign: ActiveCampaign owns email depth; HoneyBook owns the booking and invoicing side.
- HoneyBook so với HubSpot: HubSpot scales bigger; HoneyBook gets a freelancer paid faster with less setup.
- So sánh HoneyBook và ClickFunnels: ClickFunnels sells to strangers; HoneyBook manages the clients you already booked.
- HoneyBook so với Folk: Folk is a tidy contact list; HoneyBook is the full clientflow with money attached.
- So sánh HoneyBook và Instantly: Instantly fills the top of funnel; HoneyBook closes and bills what comes in.
- HoneyBook so với ClickUp: ClickUp manages tasks better; HoneyBook manages clients, contracts, and cash better.
- So sánh HoneyBook và Monday CRM: Monday looks nicer for pipelines; HoneyBook ships proposals and invoices out of the box.
- So sánh HoneyBook và Capsule CRM: Capsule costs less; HoneyBook replaces three other tools, so total spend often drops.
- So sánh HoneyBook và Insightly: Insightly suits bigger teams; HoneyBook suits studios of one to ten people.
- HoneyBook so với Freshsales CRM: Freshsales is built for calling leads; HoneyBook is built for booking and delivering work.
- So sánh HoneyBook và Salesforce: Salesforce customizes endlessly; HoneyBook works on day one without a consultant.
- So sánh HoneyBook và Zendesk: Zendesk handles support tickets; HoneyBook handles the whole client life cycle instead.
Hãy bắt đầu sử dụng HoneyBook ngay bây giờ!
Bạn đã học cách sử dụng mọi tính năng chính của HoneyBook:
- ✅ Tự động hóa
- ✅ Hóa đơn trực tuyến
- ✅ Đặt lịch trực tuyến
- ✅ Mẫu
- ✅ Hợp đồng trực tuyến
- ✅ Công cụ thanh toán trực tuyến
- ✅ Trí tuệ nhân tạo trong kinh doanh
- ✅ Dịch vụ Marketing
- ✅ Tích hợp HoneyBook
Bước tiếp theo: 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.
Chỉ mất chưa đến năm phút.
Câu hỏi thường gặp
Bạn dùng HoneyBook để làm gì?
Service businesses use it to capture inquiries, send proposals and contracts, schedule calls, and collect payment — all tracked in one project pipeline.
Khách hàng thanh toán qua HoneyBook bằng cách nào?
Clients open the invoice link and pay by card or bank transfer. No login is needed, and the payment records itself against that project.
HoneyBook thu phí bao nhiêu?
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.
Tôi có thể sử dụng HoneyBook miễn phí không?
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.
English 
Spanish 
Chinese 
German 
French 
Arabic 
Russian 
Portuguese 
Japanese 
Korean 
Italian 
Turkish 
Dutch 
Polish 
Indonesian 
Thai 
Vietnamese 