What are lead forms?

Understanding what lead forms are, and how they compare with contact forms and smart files

Updated over a week ago

Lead forms allow you to create a public, custom inquiry or booking experience for potential (or returning!) clients, helping you improve your lead capture and qualification process—or even instantly book services!

Lead forms can be shared with anyone via public links and distributed over any channel you choose. This means:

  • You don’t need a HoneyBook project created before sharing a link—a project will automatically be created when a lead/client submits the form

  • You don’t need to know a lead’s contact info ahead of time

  • The lead/client does not need a HoneyBook account to submit the form

What can I do with lead forms?

Lead forms allow you to combine a number of different actions into your perfect first-touch experience—whether you’re simply collecting and qualifying leads, or booking a client and receiving a payment right then and there.

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

  • 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 easily have questions for your project date and project type—which link directly to project details!

How are they different from contact forms & smart files?

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

Smart files

Smart files are client documents that live within an already-established project, and intended for existing leads and clients. They can help clearly communicate project details, and include collaborative contracts or recurring invoices for long term clients. They cannot be shared publicly, so you will need a HoneyBook project in place to send a smart file.

Lead forms

Lead forms are best for when you want to bring a new lead or a client into your account without creating a project for them up front. Since lead forms can be shared publicly, this might be a new lead that found you organically, via referral, or through any of your marketing channels—or it might be a returning client that wants to book you for a new service!—and you can even connect the forms with automations to kick off an automatic workflow. Learn more about lead forms here.

Contact forms

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:

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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