クイックスタート
このガイドでは、HoneyBookのすべての機能について説明します。
- はじめる — Create your HoneyBook account and finish setup
- 自動化ツールの使い方 — Run your follow-up on autopilot so no new inquiry sits unanswered
- オンライン請求書の使い方 — Bill clients in minutes and get paid without chasing anyone
- オンライン予約システムの使い方 — Let clients book time on demand without the email ping-pong
- テンプレートの使い方 — Stop rebuilding the same file from scratch for every project
- オンライン契約書の使い方 — Get a signed contract back the same day you send it
- オンライン決済ツールの使い方 — Take card and bank payments without bolting on a second tool
- ビジネスAIの活用方法 — Draft client emails and project recaps in seconds instead of an hour
- マーケティングサービスの使い方 — Turn past clients into repeat bookings with email campaigns
- HoneyBook連携機能の使い方 — Keep honeybook in sync with the apps you already run your business on
所要時間： 各作品につき5分
このガイドには以下の内容も含まれています。 プロのヒント | よくある間違い | トラブルシューティング | 価格 | 代替案
このガイドを信頼する理由
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.
HoneyBookチュートリアル
Learning how to use HoneyBook is mostly about one clean setup, then letting templates and automations carry the repeat work.
ハニーブック
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.
HoneyBook の利用開始
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:
それでは、各ステップを順を追って見ていきましょう。
ステップ1：アカウントを作成する
Go to the HoneyBook website and click Start free trial.
Enter your email, then answer the short onboarding questions about your services.
✓ チェックポイント: チェックしてください 受信トレイ 確認メールについて。
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.
これは以下のようなものです。
✓ チェックポイント: 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.
✅ 完了: Your HoneyBook account is live and ready for real client work.
HoneyBook Automationの使い方
オートメーション 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.
以下に、その使用方法をステップごとに説明します。
ステップ1：自動化タブを開きます
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.
これがその様子です。
✓ チェックポイント: 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.
✅ 結果: Potential clients get a reply, even when you are shooting or on a call.
💡 プロのヒント: Keep your first automated email short. Long pitches lower reply rates on cold inquiries.
HoneyBookオンライン請求書の使い方
オンライン請求書 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.
以下に、その使用方法をステップごとに説明します。
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.
これがその様子です。
✓ チェックポイント: 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.
✅ 結果: You stopped writing manual payment reminders forever.
💡 プロのヒント: Turn on autopay at the retainer stage. Clients who autopay settle balances far faster.
How to Use HoneyBook Online Scheduller
オンライン予約 lets you let clients book time on demand without the email ping-pong.
The HoneyBook スケジューラ syncs with Google Calendar, so double-booking is off the table.
以下に、その使用方法をステップごとに説明します。
ステップ1：カレンダーを接続する
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.
これがその様子です。
✓ チェックポイント: 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.
✅ 結果: Consultations fill themselves while you focus on paid work.
💡 プロのヒント: Add a 15-minute buffer after every call. Back-to-back bookings are how good days fall apart.
HoneyBookテンプレートの使い方
テンプレート 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.
以下に、その使用方法をステップごとに説明します。
ステップ1：テンプレートギャラリーを閲覧する
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 声, then save it as a template.
これがその様子です。
✓ チェックポイント: 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.
✅ 結果: A quote that took 40 minutes now takes four.
💡 プロのヒント: New members get a free file transformation service. HoneyBook rebuilds your old PDFs as smart templates.
HoneyBookオンライン契約書の使い方
オンライン契約 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.
以下に、その使用方法をステップごとに説明します。
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.
これがその様子です。
✓ チェックポイント: The saved settings appear in your HoneyBook dashboard.
ステップ3：署名依頼を送信する
Send the contract on its own or bundled into a proposal.
You get an alert the moment it is signed.
✅ 結果: Signed paperwork lands in the client workspace, not your inbox.
💡 プロのヒント: Combine contract and invoice into one proposal file. Fewer steps means fewer clients who stall.
HoneyBookオンライン決済ツールの使い方
オンライン決済ツール 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.
以下に、その使用方法をステップごとに説明します。
ステップ1：銀行口座を接続する
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.
これがその様子です。
✓ チェックポイント: 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.
✅ 結果: Money moves without a separate checkout page or a chased bank detail.
💡 プロのヒント: Ask for a 50% retainer up front. It filters out clients who were never going to book.
HoneyBook Business AI の使い方
ビジネスAI 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.
以下に、その使用方法をステップごとに説明します。
ステップ1：AIアシスタントを開く
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.
これがその様子です。
✓ チェックポイント: 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.
✅ 結果: A polished reply in under a minute, still in your 声.
💡 プロのヒント: Never send an AI draft untouched. One personal line is what makes clients answer.
HoneyBookマーケティングサービスの使い方
マーケティングサービス 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.
以下に、その使用方法をステップごとに説明します。
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.
これがその様子です。
✓ チェックポイント: 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.
✅ 結果: Old inquiries you had written off start replying again.
💡 プロのヒント: Email past clients in their booking anniversary month. That timing beats any generic promo.
HoneyBook連携機能の使い方
HoneyBookとの連携 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.
以下に、その使用方法をステップごとに説明します。
ステップ1：統合ページを開く
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.
これがその様子です。
✓ チェックポイント: The saved settings appear in your HoneyBook dashboard.
Step 3: Add Accounting and Zapier
Push paid invoices to QuickBooks to keep books clean.
Zapierを使用する for anything else your system needs.
✅ 結果: One dashboard instead of six tabs.
💡 プロのヒント: Connect email before you send anything. Replies that land outside HoneyBook break the project history.
HoneyBook Proのヒントとショートカット
After two years on the platform, these are the habits that saved me the most time.
Fast Routes Worth Memorizing
| アクション | 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 |
ほとんどの人が見逃す隠れた機能
- お問い合わせ先： 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.
- モバイルアプリ: Helpful between jobs — communicate with clients, send files, and track expenses from your phone.
- Outside training: DaSilva Life runs a deep tutorial and Systems 学校 sells a self-paced HoneyBook course.
HoneyBookでよくある間違いを避ける方法
Mistake #1: Sending contracts and invoices separately
❌ 間違い: Two files, two emails, two chances for the client to stall.
✅ 右: One proposal that bundles the contract, the invoice, and the retainer payment.
Mistake #2: Building every file from scratch
❌ 間違い: Rewriting the same brochure for each new inquiry.
✅ 右: Save your best version as a template and change only the client details.
Mistake #3: Letting client email drift outside the platform
❌ 間違い: Half the thread in Gmail, half in the project workspace.
✅ 右: Sync your inbox so every message stays in one place your team can read.
HoneyBookのトラブルシューティング
Problem: My contact form is not creating new inquiries
原因： The embed code was copied before the form was published, or a caching plugin is serving an old page.
修理： Republish the form, copy the embed code again, clear your website cache, then submit a test entry yourself.
Problem: Clients say the payment failed
原因： The bank account is unverified, or the card issuer blocked an unfamiliar charge.
修理： Confirm your bank account is verified in Company Settings and ask the client to try bank transfer instead.
Problem: Automations are not firing
原因： The automation was built but never attached to a project type, so nothing triggers it.
修理： Open the automation, attach it to the right project type, and confirm the trigger matches how leads actually arrive.
📌 注記： これらの方法で問題が解決しない場合は、HoneyBookのサポートにお問い合わせください。
HoneyBookとは何ですか？
ハニーブック is a clientflow management tool that tracks every job from first inquiry to final payment.
これを CRM, a contract app, and an invoice tool sharing one client record.
こちらの簡単な概要をご覧ください。
主な機能は以下のとおりです。
- オートメーション： Run your follow-up on autopilot so no new inquiry sits unanswered.
- オンライン請求書： Bill clients in minutes and get paid without chasing anyone.
- オンライン予約： Let clients book time on demand without the email ping-pong.
- テンプレート: Stop rebuilding the same file from scratch for every project.
- オンライン契約： Get a signed contract back the same day you send it.
- オンライン決済ツール： Take card and bank payments without bolting on a second tool.
- ビジネスAI： Draft client emails and project recaps in seconds instead of an hour.
- マーケティングサービス： Turn past clients into repeat bookings with email campaigns.
- HoneyBookとの連携： 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.
詳細については、こちらをご覧ください。 HoneyBookのレビュー.
HoneyBookの価格設定
Here is what HoneyBook costs in 2026:
| プラン | 価格 | 最適な用途 |
|---|---|---|
| スターター | 月額29ドル | Solo owners sending their first invoices |
| 必需品 | 月額49ドル | Busy フリーランサー who need HoneyBook automations |
| プレミアム | 月額109ドル | Studios with a team and high project volume |
無料トライアル: はい、お支払い前にプラットフォームをお試しいただけます。
返金保証: 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.
💰 最もお得な価格: Essentials — it unlocks automations and extra team seats, which is where the real time savings start.
HoneyBookと代替案の比較
How does HoneyBook compare? Here is the competitive landscape:
この比較をご覧ください。
| 道具 | 最適な用途 | 無料プラン |
|---|---|---|
| ハニーブック | Service businesses billing clients | トライアルのみ |
| ゴーハイレベル | Agencies reselling marketing | いいえ |
| キープ | Sales pipelines plus email | いいえ |
| ハブスポット | 営業チームを拡大する | はい |
| クリックアップ | プロジェクトおよびタスク管理 | はい |
| 月曜日のCRM | 視覚的な取引追跡 | はい |
| カプセル CRM | シンプルな連絡先管理 | はい |
| セールスフォース | エンタープライズセールス業務 | いいえ |
おすすめ商品：
- 総合ベスト： HoneyBook — contracts, scheduling, and invoices in one clientflow.
- ベスト予算： Capsule CRM — a free tier for people who only need contact tracking.
- 初心者におすすめ： HoneyBook — the onboarding walks you through the whole process.
- 代理店に最適： GoHighLevel — built for teams running campaigns for other businesses.
🎯 HoneyBookの代替品
HoneyBookの代替サービスをお探しですか？おすすめの選択肢をご紹介します。
- 🚀 ゴーハイレベル: All-in-one agency stack with funnels, pipelines, and white-label client portals.
- 💼 キープ： Heavier sales automation with built-in email marketing for 中小企業.
- 📊 アクティブキャンペーン: Email automation first, with a light CRM attached for deal tracking.
- 🌟 ハブスポット： Free CRM tier that scales into full marketing and sales suites.
- 🎨 クリックファネル: Landing pages and checkout flows for selling packages online.
- ⚡ フォーク： Lightweight contact hub that pulls people in from LinkedIn and email.
- 🔥 即座に: Cold outreach at volume with inbox warm-up baked in.
- 🔧 クリックアップ: Deep task and project management if delivery matters more than billing.
- 🎯 月曜日のCRM: Colorful boards for teams who prefer a visual pipeline.
- 💰 カプセルCRM: Simple, cheap contact management without the extra tooling.
- 🏢 洞察力： CRM with project delivery attached for mid-size companies.
- 🧠 フレッシュセールス CRM: AI lead scoring and built-in phone for inside sales teams.
- ⭐ セールスフォース: Endlessly customizable enterprise CRM with a matching learning curve.
- 👶 ゼンデスク: Support-desk first, useful when tickets outnumber proposals.
全リストについては、こちらをご覧ください。 HoneyBookの代替品 ガイド。
⚔️ HoneyBookとの比較
Here is how HoneyBook stacks up against each competitor:
- HoneyBook 対 GoHighLevel: GoHighLevel wins for agencies; HoneyBook wins for solo service providers who bill per project.
- HoneyBook vs Keap: Keap has stronger sales sequences; HoneyBook handles contracts and payment far better.
- HoneyBook vs ActiveCampaign: ActiveCampaign owns email depth; HoneyBook owns the booking and invoicing side.
- HoneyBook vs HubSpot: HubSpot scales bigger; HoneyBook gets a freelancer paid faster with less setup.
- HoneyBook vs ClickFunnels: ClickFunnels sells to strangers; HoneyBook manages the clients you already booked.
- HoneyBook vs Folk: Folk is a tidy contact list; HoneyBook is the full clientflow with money attached.
- HoneyBook vs Instantly: Instantly fills the top of funnel; HoneyBook closes and bills what comes in.
- HoneyBook vs ClickUp: ClickUp manages tasks better; HoneyBook manages clients, contracts, and cash better.
- HoneyBook vs Monday CRM: Monday looks nicer for pipelines; HoneyBook ships proposals and invoices out of the box.
- HoneyBook vs Capsule CRM: Capsule costs less; HoneyBook replaces three other tools, so total spend often drops.
- HoneyBook vs Insightly: Insightly suits bigger teams; HoneyBook suits studios of one to ten people.
- HoneyBook vs Freshsales CRM: Freshsales is built for calling leads; HoneyBook is built for booking and delivering work.
- HoneyBook vs Salesforce: Salesforce customizes endlessly; HoneyBook works on day one without a consultant.
- HoneyBook vs Zendesk: Zendesk handles support tickets; HoneyBook handles the whole client life cycle instead.
今すぐHoneyBookを使い始めましょう
HoneyBookの主要な機能をすべて使いこなせるようになりました。
- ✅ 自動化
- ✅ オンライン請求書
- ✅ オンライン予約
- ✅ テンプレート
- ✅ オンライン契約
- ✅ オンライン決済ツール
- ✅ ビジネスAI
- ✅ マーケティングサービス
- ✅ HoneyBookとの連携
次のステップ： 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.
5分もかかりません。
よくある質問
HoneyBookは何に使っていますか？
Service businesses use it to capture inquiries, send proposals and contracts, schedule calls, and collect payment — all tracked in one project pipeline.
HoneyBookを通じて顧客はどのように支払いを行うのですか？
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はどれくらいの手数料を取りますか？
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は無料で利用できますか？
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 