Lead forms FAQ

Answers to frequently-asked questions about lead forms

Updated over a week ago

Lead forms allow you to create a custom experience for potential clients, where they can do things like select the services that interest them, schedule a time to meet with you, pay for the session they schedule, answer qualifying questions, or any combination—before you’ve even exchanged an email.

These lead forms can be shared via links and distributed publicly over any channel you choose, without needing to know the recipient ahead of time. Once a lead submits a form, a new project will be added to HoneyBook as an inquiry submission.

📚 Tip

Learn more about what lead forms are—and how they differ from contact forms and smart files—in this article.

Do I need to start from scratch when building out a form?

Nope! 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?

Yes! To locate your lead form templates:

1. From any page, navigate to Tools > LeadForms.

2. Click Create New.

3. Select a form type to get started with.

4. You’ll be brought to a preview of the template. To get started customizing, just click Edit this template.

Is invoicing available using this feature?

Yes, invoicing is available with lead forms. Creating a lead form that includes the invoice & pay block means you can charge upfront, automatically, for any sessions you schedule using HoneyBook lead forms. One-off calls, ad hoc sessions, paid intro/discovery calls, etc. can all be scheduled, booked, and charged in one step.

📣 Note

At this time, only one payment can be added to a lead form, and payment must be due upon submission of the form.

Need to collect additional payments? Consider connecting 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?

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

Still need to send a contract? Consider connecting 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?

When you include the scheduler block, 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.

📚 Tip

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?

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).

Please note that 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 Gcal.

What happens when a lead form is submitted?

When a form is submitted, you’ll receive an email and a desktop notification, a push notification (if you have the app downloaded), and HoneyBook will automatically create a project for that lead. The project will be in the Inquiry stage of your pipeline, unless a payment was made through the form—in which case, the project will be added to the Retainer Paid stage. The project will include the completed form and will have the lead added as a project participant (using the name and email they entered) so that you can get started communicating 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 connect a form to an automation?

Yes! You can connect an automation to your lead form from two places:

📚 Tip

Need to build a new automation for your lead forms? Click here for a refresher on building automations!

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?

These payments are not currently eligible for instant deposits, and will take 5–7 business days to process.

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!

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