Lead form basics
What are lead forms?
What are lead forms?
Lead forms allow you to create a simple form that anyone can use to ask questions or book your services. This helps you gather and qualify potential clients' information, and they can even book your services right away! You can share lead forms with anyone by sending them a link. You can share the link through any platform you prefer.
Here's what you need to know about using lead forms:
You don't have to create a HoneyBook project before sharing the link. When someone fills out the form, a project will automatically be created.
You don't need to know the person's contact information in advance.
The person filling out the form doesn't need a HoneyBook account to submit it.
What can I do with lead forms?
What can I do with lead forms?
Lead forms enable you to bring together various actions in your ideal first interaction—whether you're just gathering and evaluating potential customers, or scheduling an appointment with a client and getting paid immediately.
With lead forms, you can:
Allow clients to book and pay instantly, by adding the Scheduler and requiring payment
Collect information from a potential client that will help you prepare for an intro call
List your offerings, and allow leads/clients to select the services that interest them
Include an invoice and payment block, so clients can pay for that service instantly
Showcase your business with images, videos, and text
Allow clients to upload JPGs, PNGs, and/or GIFs through a file upload block
PDFs are not currently supported in file upload blocks in lead forms
Share all of this information publicly via a link—over text, email, Instagram, Facebook, etc.
📚 Tip
You can even include linked questions in your lead forms, which means you can have questions for your project date and project type—which link directly to project details.
Lead form functionality
Do I need to start from scratch when building out a form?
Do I need to start from scratch when building out a form?
You don't need to start from scratch when building out a form. You’ll be able to reuse your content from any existing smart file templates. This includes reusing individual blocks, entire pages, and, of course, as copying and pasting from other templates.
Are there any templates available?
Are there any templates available?
There are a handful of form types you can use as starting points. Here's how to get to them:
From the top navigation menu, select Clients > Lead Forms
Select Create New
Select one of the options under Form Type
You'll be shown a preview of the template
If you like what you see, select Edit this template
Is invoicing available using this feature?
Is invoicing available using this feature?
Yes, you can use invoicing with lead forms.
📣 Note
At this time, only one payment can be added to a lead form, and payment must be due upon submission of the form. If you need to collect multiple payments, connect an automation to the lead form to automate the send of an invoice once the lead form is submitted.
Can I assign project types to specific lead forms?
Can I assign project types to specific lead forms?
While you can't assign a project type to a lead form (where the project type is assigned when the lead form is submitted), you can include a question content type in the lead form, then assign the answer to that question to the project type field.
Can I use recurring payments in lead forms?
Can I use recurring payments in lead forms?
Recurring payments are not currently supported in lead forms. At this time, only one payment can be added to a lead form, and payment must be due upon submission of the form. If you need to collect multiple payments, or send recurring invoices after the upfront lead form payment, connect an automation to the lead form to automate the send of an invoice once the lead form is submitted.
Can I include a contract in lead forms?
Can I include a contract in lead forms?
At this time, contracts cannot be added to lead forms. That said, you can add any other content or actions, such as scheduling and payment.
📚 Tip
If you need to send a contract, connect an automation to the lead form to automate the send of a contract as soon as the lead form is submitted.
What can I do with the Scheduler in lead forms?
What can I do with the Scheduler in lead forms?
When you include the scheduler block in a lead form, clients can schedule a meeting via your public form. The meeting will be officially scheduled once a client proceeds through the entire form and clicks the final button to submit.
You can also add the invoice & pay block to lead forms, so a client can book a session and pay for it all at once.
Learn more about how one HoneyBook Pro used lead forms to sell 1:many sessions in this video.
How can potential clients submit a lead form?
How can potential clients submit a lead form?
Anyone who has access to your lead form's link can view, fill out, and submit the form.
To submit, the lead must click the final button in your form, so make sure to give that button a clear name (like Submit or Finish).
If your form includes multiple pages, the lead's project won't appear in HoneyBook until they've made it through all pages and clicked the final button in order to submit the form—just clicking to the next page won't submit any information.
Once the lead submits your form, they'll receive an email confirmation if you've kept the email confirmation setting toggled on.
If an invoice is paid, the lead will receive a separate payment receipt email.
If a session is booked, the meeting will be automatically added to the lead's calendar and they'll receive a separate confirmation email with the session details.
📣 Note
If the lead uses Google Calendar and you haven't been in contact prior, they'll need to indicate they know you in the session confirmation email in order for the meeting to be added to their Google Calendar.
What happens when a lead form is submitted?
What happens when a lead form is submitted?
When someone fills out a form, you will get an email and a notification on your computer. If you have the app, you will also get a notification on your phone. HoneyBook will automatically set up a project for that person. The project will be in the beginning stage, unless the person made a payment through the form. In that case, the project will be in the Retainer Paid stage. The project will include the completed form and the person's contact information, so you can start talking to them and sending files.
If the form prompted the lead to schedule a meeting, that meeting will also be added to your HoneyBook Calendar.
Can I use lead forms on the mobile app?
Can I use lead forms on the mobile app?
While you can't create or publish lead forms from the app at this time, you can share already-published forms—and connect them to automations—for easy distribution!
From your iOS or Android device, just open the HoneyBook mobile app > tap the Tools tab > Lead Forms.
Are payments made via a lead form eligible for instant deposits?
Are payments made via a lead form eligible for instant deposits?
These payments are not currently eligible for instant deposits, and will take 5–7 business days to process.
Digital products
Can I offer free digital products in my lead forms?
Can I offer free digital products in my lead forms?
Free digital products are not currently supported in lead forms. However, the price of a digital product can be set to $0. Leads will still need to enter payment information and click to pay, but they will not be charged for the $0 item.
HoneyBook is working on bringing free digital products to lead forms.
Why can't I set the quantity and unit for digital products?
Why can't I set the quantity and unit for digital products?
To make the form creation process as simple as possible, the quantity and unit for digital product service items cannot be adjusted. Digital assets are standalone items—so these fields don’t need to be adjusted.
Can I set the service selection setting to view only for digital products?
Can I set the service selection setting to view only for digital products?
Service selection is required for services blocks with digital products—you cannot set the service selection setting to view only.
Why is an invoice automatically added when I add a digital product?
Why is an invoice automatically added when I add a digital product?
When you add a digital product to a lead form, an invoice is automatically, too. This is in place to ensure a smooth experience for leads, so they can purchase the product(s) instantly.
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!