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:

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:

Though they have some overlapping abilities, each of these three features helps you manage your business in its own way.

Smart files are documents for clients that are part of a project. They are used to clearly communicate project details and can include contracts or invoices for long-term clients. Smart files cannot be shared publicly, so you need to have a HoneyBook project set up to send them.

Lead forms are a useful way to add new potential customers or existing clients to your account without immediately starting a project for them. They allow you to collect information from new leads who found you organically, through a referral, or through your marketing efforts. Returning clients can also use lead forms to book your services. Furthermore, you can connect lead forms to automation tools to create automatic workflows.

Contact forms are great for collecting quick inquiries from new leads, as they are easily embedded on your website and only require a small amount of info. You can connect them with automations to kick off an automatic workflow, they can be shared publicly, and submissions will automatically create HoneyBook projects.

Here’s a quick breakdown of what you can do with each feature:

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.

There are a handful of form types you can use as starting points. Here's how to get to them:

Yes, you can use invoicing with lead forms. If you add the invoice & pay feature to your lead form, you can charge upfront for any sessions you schedule using HoneyBook lead forms. This applies to one-time calls, informal sessions, paid introductory or discovery calls, and more. You can easily schedule, book, and charge for these sessions all at once.

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.

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.

Learn more about how one HoneyBook Pro used lead forms to sell 1:many sessions in this video.

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.

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.

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.

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

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.

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.

At the moment, you need to include a web address (URL) when adding digital products. You cannot currently upload PDFs or other types of files to your lead forms. Consider uploading your file to Dropbox, Google Drive, or another similar platform and then providing a direct link to the web address (URL) of the uploaded file.

Service selection is required for services blocks with digital products—you cannot set the service selection setting to view only.

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.