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Create a lead form for introductory calls
Create a lead form for introductory calls

How to create a form for leads to answer questions and schedule a call, with no back-and-forth

Updated over a week ago

With lead forms, you can create a place to meet leads and potential clients by allowing them to schedule an intro call.

📚 Tip

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

Your account comes preloaded with an introductory call lead form template. Simply adjust this template to fit your brand, then publish and share it to start booking calls.

To create a lead form for introductory calls:

Before you get started

Make sure you have the session type that you’d like to include in your lead form already set up with the HoneyBook Scheduler tool.

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

2. Click Create New > Introductory call.

📚 Tip

Starting from this template gives you the perfect build framework: it contains all of the content and action blocks needed to book introductory calls, so that you can quickly add your own brand-specific details and get started sharing.

3. You’ll be brought to a preview of the template, which includes both a scheduler page and a page to customize questions for leads. To get started customizing, click Edit this template.

4. On the Schedule page, first edit the text to fit your brand.

5. From the same page, scroll down and click + Add a Session to add a session to your lead form.

6. From here, you can:

8. Navigate to the Enter your details page and customize as needed.

📚 Tip

Make sure you include as many questions to capture all of the information needed ahead of the introductory call. If you’re using the form as a lead capture tool, you may want to ask qualifying questions.

9. Continue building out and customizing your lead form to your liking! You can add additional blocks and pages, customize the design, and more.

📚 Tip

Remember to configure the form’s settings: change the thumbnail, automation settings, and more.

Consider connecting the form to an automation that triggers steps based on session scheduling–that way, you can automate all communication ahead of and following the introductory call.

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

11. After your form is published, get started copying & sharing its link. You’re not tied to sending the form in a specific project, which means you can share the link anywhere and with anyone who might want to book an introductory call with you.

📚 Tip

Some sharing suggestions:

  • Add to your Linktree

  • Share on your Facebook page

  • Add to your website as the linked URL for a button, or in the top navigation bar

Next steps:

When the link is clicked, leads will be brought to your live form where they can fill it out and submit the form to book their call. Once submitted, the lead will receive an email confirmation if you've kept the email confirmation setting toggled ON. The meeting will be automatically added to the lead's calendar*, and they'll receive a separate confirmation email with the session details.


A session will be considered booked only once the form is submitted. Learn more about a lead’s experience submitting a form here.

*If the lead uses Google Calendar and you haven't been in contact prior, they'll need to indicate they know you in the session confirmation email in order for the meeting to be added to their Gcal.

When the form is submitted, you’ll receive an email and a desktop notification, a push notification (if you have the app downloaded), and HoneyBook will automatically create a project for that lead in the Inquiry stage, plus show the scheduled session on your HoneyBook Calendar. The project will include the completed form and the lead added as a project participant (using the name and email they entered), so that you can get started communicating further.

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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