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.
Lead forms can be shared with anyone via public links or embedded on your company website. This means that:
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
Create a new lead form
From the top navigation bar, select Clients > Lead Forms
Select Create New
Select which form type or action to get started with (or select + Start from blank to build a fully custom one)
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
These templates are just starting points—you have the power to customize your lead form completely
Give your new lead form a name
From here, how you customize the lead form will depend on what you need it to do. The next section will explain more about the different ways you can customize your lead form. When you're done, make sure to publish the lead form and make it available for leads to use. You can also return to a lead form at any time to adjust it.
Add content and actions
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, copying and pasting from other templates. Note that you can include any block type in a lead form, except contract blocks/electronic signatures, which cannot be added to lead forms at this time.
One block included on every lead form is the contact info block already added to your form. This block cannot be deleted. You can change the contact info block’s order on the page by selecting the plus (+) icon, or move it to a different page using the three dot icon.
The sections below break down the different customer actions (like an invoice block) you can add to the lead form as well as the different content blocks you can add to the lead form to customize it (like an image block). If you started with a form type template or action template, you will see some of these already in the lead form.
Preview how your lead form will look at any time by selecting Preview.
Add actions to a lead form
Add services and service selections
Services blocks allow you to include the items or services you offer within a lead form. You can make this section view-only, or actually allow your clients to select what they’d like to purchase. Learn more about adding services. You can also add services with scheduling, which lets your client book time on your calendar at the same time they pick what services they want to purchase.
If you have digital goods or services, like workbooks or ebooks, learn how to add them as digital products to your lead form.
Add an invoice
Adding an invoice will also add a payment page to your lead form. The invoice page is where you’ll build out the services you’re charging for, as well as the payment schedule. From the payment page, you can adjust payment settings (the payment methods you'll accept, whether clients can add gratuity, etc.). Learn more about adding an invoice.
When you add an invoice to a lead form, only one payment can be added to the payment schedule, which is due when your client submits the form. The payment page must also be the last page on the lead form.
Credit cards are the only form of payment currently accepted through lead forms.
Add the Scheduler
Your clients can book time, instantly pay for their session, select services, sign a contract, and more, all in one sitting and with no “does this time work?!” back-and-forth. Learn more about adding the Scheduler.
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 a client file upload block
To reduce back-and-forth and keep all of your project materials in one place, have a spot for your leads to upload some needed files. When added, this block lets clients upload images and PDFs directly through the file. Any uploaded attachments will be available in the file summary view. Learn more about adding a client file upload block.
Add content to a lead form
Add a question
Questions in lead forms let you create something as simple as a questionnaire, while also allowing for things like client comments or sign offs on mood boards, proofing documents, and more. Learn more about adding questions. Learn more about adding questions.
You can also include linked questions in your lead forms so you can have questions for project date and project type—which link directly to project details.
Add text
Adding text to your lead form is key to making it yours: add catchy headlines, an about me section, client testimonials—whatever makes sense for you. Learn more about adding text.
Add an image
Whether you want to include images to showcase your work, or simply as a background to make your smart file pop, adding and editing images is simple. Learn more about adding an image.
Add a video
Adding videos to your smart files allows you to fully showcase your brand and make the client experience within a file that much more dynamic. Learn more about adding a video.
Add your company info
The company info block (a special type of content block) pulls logos and contact information directly from your HoneyBook company settings and allows you to quickly add it to your smart file in a variety of layouts. Learn more about adding your company info.
Next steps
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!