Building a lead form

How to create and customize lead forms

Updated over a week ago

Lead forms allow you to create a public, custom inquiry or booking experience. You can add whatever actions—like questions, client file upload, service selection, scheduling, or even payment—and content you’d like.

📚 Tip

Need a refresher on what lead forms are? Check out this article.

Creating a new lead form

To create a new lead form:

1. From any page, navigate to Tools > Lead Forms.

2. Click Create New.

3. Select a form type or action to get started with. Or, if you’d prefer to start from scratch, click + Start from blank.

  • Form type: Start with a template tailored to the situation, such as introductory call, instant booking, and more

  • Action: Start with a template containing a specific action, such as invoice, scheduler, or services

Remember that you’re not tied to any specific template and can build out your lead form with content, actions, and designs to make it your own.

4. Your new lead form will open in the builder. Make sure to click into the title field and give the form a name.

Customizing a lead form

Once you’ve created a lead form, you can get started customizing it.

📣 Note

You’ll see a contact info block already added to your form. This block cannot be deleted, as any time a lead submits the form, a project will be created with the lead added as a project participant, using the name and email they entered in the block. However, you can change the contact info block’s order on the page by clicking the plus (+) icon, or move it to a different page using the three dot icon.

Building out and customizing lead forms works almost exactly like smart files. To streamline the build process further, you can even reuse content from any existing smart file in your lead forms. This includes reusing individual blocks, entire pages, and, of course, as copying and pasting from other templates.

📣 Note

At the moment, contracts cannot be included in lead forms, but you can add any other block type.

Add actions to a lead form

📚 Tip

Have digital products or services that you offer (templates, workbooks, online courses, etc.)? You can add these to your lead forms as digital products, so that clients can get access as soon as they pay. Learn more here.

You can also offer service selection with scheduling in your lead forms. Service selection with scheduling allows you to offer a selection of sessions from which the lead can choose, then easily schedule a meeting based on their selection. Learn more here.

📣 Note

If adding an invoice to a lead form, only one payment can be added to the payment schedule, and payment must be due upon submission of the form. The payment page must be the last page, ensuring a smooth and straightforward payment process for your leads.

Credit cards are the only form of payment currently accepted through lead forms.

📣 Note

A session will be considered booked once the form is submitted. If adding a scheduler block and an invoice block, leads will not be able to submit the form, and therefore book the session, until making payment.

Add content to a lead form

📚 Tip

You can even include linked questions in your lead forms, which means you can easily have questions for project date and project type—which link directly to project details.

📚 Tip

When building out your form, click Preview to get a sneak peek of what leads will see.

Configuring a lead form’s settings

To configure a lead form’s settings:

1. From your lead form, click the gear icon to open the configure settings.

2. From here, you can adjust:

  • Title: Click into the field and type to edit the title.

  • Form link: Customize the end of the form URL to fit your brand.

  • Form thumbnail: Hover over the image and click the pencil or trash can icon to edit, replace, or delete.

  • Automation settings: Toggle Send a confirmation email upon form submission ON or OFF to set if a confirmation email should automatically go out to the lead upon form submission (and click Preview to view the message). If you’d like an automation to activate in the corresponding project when a lead submits the form, toggle Trigger an automation upon form submission ON, then select the automation template. Learn more about connecting lead forms and automations here.

  • Service block settings (visible only if you’ve added a services block): Toggle Generate a standalone invoice ON or OFF to set if a draft invoice should be created with the lead’s service selections once submitted. If toggled ON, select the template that will be used for the draft invoice. Learn more about invoice drafting from service selection here.

  • Submission settings: Toggle Send people to this URL after the confirmation page ON, then enter the redirect URL, if you'd like to redirect leads to a URL of your choice upon submission.

3. When you’re finished making changes, click Save & Exit.

Once you’ve built out and customized your lead form, publish the form to set it live and get started distributing it.

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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