With lead forms, you can create a place to meet leads and potential clients by allowing them to schedule an intro call.
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.
Before you begin
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.
Make an introductory call lead form
From the top nav menu, select Tools > select Lead Forms
Select Create New > select Introductory call
Select Edit this template
Choose if you want to create a session or select an existing session
If you select Create a session to make a whole new session
You’ll be brought to the HoneyBook Scheduler in a new tab, where you can create and customize a new session type
Afterwards, navigate back to the tab with your lead form and select your new session
Select Next
Optionally, adjust the question wording
Select Add question to get more questions on the form
Select Next
Give your lead form a title and add a thumbnail
Your leads will be able to see these in DMs and social posts
Decide if leads should receive a confirmation email after submitting the form
Select Preview email to see what they would receive
Decide if the lead form should be connected to an automation once the form is submitted
If you toggle this on, select which automation should run
Select Save and Preview Form
If you want to make changes to the text, layout, design, or settings, select Advanced Editing
Once you're done making any changes, select Get a Link
If you select Advanced Editing, learn more about customizing your lead form
If you select Get a Link, copy the lead form's link and share it
The lead form isn't tied to a specific project, so the link can be shared anywhere with anyone who wants to book a one-time consultation with you
Here's some suggestions for places you can place the lead form's link:
Your website: add as the linked URL for a button, or in the top navigation bar
Marketing campaigns
Linktree
Social media
Text
Next steps
When someone clicks on the link, they will be taken to a page where they can fill out a form to book their call. After they submit the form, they will receive an email to confirm their booking if you have turned on the email confirmation setting. The call will be added to their calendar automatically*, and they will receive another email with the details of the session.
📣 Note
A session will be considered booked once the form is submitted. Learn more about a lead’s experience submitting a form.
*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 lead submits the form, you will receive an email and a notification on your computer. If you have the app, you will also receive a notification on your phone. HoneyBook will then create a project for that lead and add it to the Inquiry stage. The scheduled session will also be added to your HoneyBook Calendar. The project will have the completed form and the lead's information, so you can start communicating with them.
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!