The HoneyBook contact form is a widget that you can customize and embed on your company website or share through a direct link. It helps you collect information from potential clients—name, contact info, what they’re interested in booking, etc.—and funnel that information directly into your HoneyBook account.
Create a new contact form
From your HoneyBook home page, click the Tools menu > Contact Form
Click to open the default form we provide
Or, create your own by clicking the form icon in the sidebar > Add Contact Form
Name your contact form by clicking the title in the top left corner
Edit or remove any pre-populated questions by clicking on a question itself, then:
Select the text to edit
Click the trash can icon to delete
📣 Note
The Email Address and Full Name fields can be edited but cannot be deleted.
Some questions will note that they are connected to specific fields. When these are filled out by your leads, the answers will automatically populate into the project details fields of the inquiry that gets created. You can determine which questions are connected to which fields by hovering over a question, then hovering over the link icon.
Add question blocks
Click the plus (+) button to add a block > select the Questions tab within the block selector
Select the question type
You can choose the Custom or Suggested tab for different question types
Enter the text of your question, and if necessary, the answer options (as in drop-down menu questions, multiple choice questions, etc.)
Click the gear icon that appears when you hover over a question to toggle whether or not the question is required
Clients will not be able to submit their answers to the contact form—the Submit button will not activate—if a required question is left unanswered
To continue adding questions or other blocks, hover over an existing question and click the plus (+) button that appears
Rearrange the order of questions by hovering over the content you’d like to move and using the 6-dot icon that appears to drag and drop the content into a different order
📚 Tip
To make sure that every inquiry has a project type associated with it, you can either:
Add the Suggested project type question
This allows leads to select their project type of choice
Set a default project type in the Settings tab of your form
All leads that come in through this contact form will have that project type assigned
Project types can be tied to automations, so it's important that you either add the suggested project type question or set a default project type from the Settings tab of your form.
You can update your project type options under Company Settings > Preferences.
Add content blocks
Click the plus (+) button to add a block > select the Content tab within the block selector
Select the formatting for the content block you’d like to add: text, image, or a combination
You’ll be prompted to select your image and/or enter your text based on the block type you’ve selected
Image content can be uploaded on the fly, or selected from your Library
Text content can be formatted with options such as font, size, color, and alignment by highlighting the text in question and making your edits
Update the background color of the block by hovering over the block and clicking the pencil icon
To continue adding content or other blocks, hover over an existing content block and click the plus (+) button that appears
Rearrange the order of blocks by hovering over the content you’d like to move and using the 6-dot icon that appears to drag and drop the content into a different order
Customize the design
To customize things like fonts, text size and color, and background colors, click the design icon in your sidebar.
This will open the formatting options section
From the colors section, you can customize:
Font color
Your questions' input border color
Your questions' input background color
Your send button's text color
Your send button's color
Entire form background color
From the font section, you can customize:
Font style (for questions & send button)
Text size (for questions & send button)
Bold/not bold (for questions & send button)
Adjust the settings
To customize things like inquiry recipients, form redirects, and default project types, click the settings icon in your sidebar.
This will open the settings section
Select inquiry recipients
From the settings tab, you can choose which team members will be notified of incoming inquiries, as well as which team members will be automatically added to the projects that are created.
Under Incoming Leads Recipients, click Select team members. Then, you can choose to assign:
A project owner: this selection is required and is denoted with a crown icon. The project owner will be notified of new inquiries via email, and inquiries from the contact form will be assigned to the owner so they can manage the project from there. There can only be one project owner selected per contact form.
Workspace participants: these team members will receive all incoming inquiry notifications via email, and will also be automatically added as participants to the newly-created projects. You can add multiple team members as workspace participants.
Leads recipient: these team members will receive all incoming inquiry notifications via email, but they will not be automatically added to the projects that the form submissions create. You can add multiple team members as leads recipients.
Set form redirect location
From the settings tab, you can choose where leads will be directed once they've submitted the contact form.
Under After Form Completion Redirect To, either:
Choose if you'd like leads to see a default thank you message upon form submission
Input a custom URL which you'd like to redirect leads to upon form submission
Set a default project type
Selecting a default project type under Automate Contact Form means that any inquiry submitted through this particular contact form will automatically have the chosen project type assigned. This is perfect if you use different contact forms for each area of your business (and therefore don't need to ask about project type in the form itself).
📚 Tip
If you'd rather have leads select their own project type, use the Suggested project type question instead.
You can update your project type options under Company Settings > Preferences.
Publish your contact form
Once you've updated your form navigate to the bottom and click Publish.
Share your contact form
There are two ways to distribute your contact form:
Embed the form directly onto your website
Copy a direct link to the form, which you can then distribute with no embedding necessary
Once you've shared your contact form, leads coming in from your form will automatically create new projects in the inquiry stage of your HoneyBook pipeline. You can even automate responses to inquiries— sending emails and more—using automations.
Still have questions? Feel free to send us a message by clicking the Question Mark icon on any HoneyBook page. Our team is always happy to help!