Lead forms let you create a public, custom inquiry or booking experience in HoneyBook. Add whatever actions you need — questions, file uploads, service selection, scheduling, payment, and more — to match exactly what you're trying to accomplish.
📣 Note
Lead forms aren't compatible with legacy files.
Lead forms can be shared with anyone by public links or embedded on your company website. This means that:
You don’t need to know a lead’s contact information ahead of time
The lead or client doesn't need a HoneyBook account to submit the form
Lead forms also capture attribution data, such as UTM parameters, ad click IDs, and referrer information, when a lead loads and submits the form.
Create a new lead form
From the navigation menu, select Lead Forms
Select Create New
Select the form type or action you want to start with, or select + Start from blank to build a fully custom form.
Form type: Start with a template that fits your use case, such as an introductory call, instant booking, and more.
Action: Start with a template that includes a specific action, such as an invoice, Scheduler, session, contract, or services. Then use the form wizard to review and choose which sections to apply.
These templates are just starting points—you have the power to customize your lead form completely
Import from your website: Paste your lead form URL from your website to import it into HoneyBook.
In the wizard, each section appears in its own row with an icon, title, description, and checkbox. Some sections also include a dropdown when you turn them on. Required sections stay selected and aren’t available to edit.
Give your new lead form a name
If the form wizard opens, select the sections you want to include. Some sections, like Services, Session, and Contract, require you to choose an option before you can apply the template. If you select a section but don’t choose an option, you’ll see an error and need to complete that selection before you continue.
If you select Import from your website, paste the lead form URL into the import window, then select Import. If you don’t enter a URL, or if the URL is invalid, you’ll see a validation message asking you to enter a valid lead form URL. You can also select Cancel to return without importing.
You can also select Import form to create a lead form from a form URL or screenshots.
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.
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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 most block types can be added to any lead form — the exceptions are floor plan blocks, plus contract blocks and electronic signatures, which can currently only be added to mini session lead forms. Other lead form types don't support them yet.
One block included on every lead form is the contact info blockalready 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.
In the services picker, you can select Add new service to create a new service template without leaving the form. After you create it, the new service appears in the list so you can select it right away.
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, leads can enter and apply a promo code, and you can adjust payment settings (the payment methods you'll accept, whether clients can add gratuity, etc.). Learn more about adding an invoice.
Clients can pay in full or make multiple payments, depending on the payment schedule you set up. 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. In the lead form wizard, session, services, and contract can be added as selectable sections in this flow. 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 won’t be able to submit the form, and therefore book the session, until making payment. Leads also won’t be able to submit the form if a promo code has been entered but not resolved.
📣 Note
Building a custom lead form with a Scheduler block added here is still limited to one payment, due upon submission
If you need up to 2 payments on the schedule (for example, a deposit and a balance), start with a mini session lead form instead — that specific form type supports a 2-payment schedule through its own Accept payment setting
Note that mini session lead forms don't support autopay, so the second payment isn't charged automatically
If it's set to a fixed due date, your client can log in and pay it themselves once that date arrives. If it's a milestone-based due date, you'll need to select Request payment in the file before your client can pay it at all.
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 Promo Codes
If your lead form includes an invoice, you can let clients enter a promo code before paying.
From the navigation menu, select Settings > Company > Promo codes
Create a code and set its percentage discount from 1–99%
Assign the code to this lead form
Return to the lead form and turn on promo-code entry for its invoice
Select Create Code to publish your changes
For more in-depth information about adding promo codes to lead forms, check out the full article here.
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. If you add a lead source question and include a referral option, the form also prompts leads to enter who referred them. 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.
What happens after a lead form is submitted?
Once the form is submitted, your lead will receive a confirmation email. If you've configured a redirect URL, they'll be sent to that custom URL instead of HoneyBook's thank you page. If not, they'll see HoneyBook's thank you page, which can't be edited or changed at this time.
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!