Lead forms are a way for you to make customized booking forms that you can share with anyone through a public link. These forms can be used to determine if someone is a potential customer, to inform you of the services they want, and even to schedule appointments and take payments.
Your account comes preloaded with an inquiry lead form template. You can adjust this form to fit your company, then add its link to your website (or any other site) to quickly capture and qualify potential clients all at once.
Make an inquiry lead form
Starting from this template gives you the perfect build framework. It contains all of the content and actions needed to capture inquiries, so that you can quickly add your own brand-specific details and get started sharing.
From the top navigation menu, select Clients > Lead Forms
Select Create New > select Inquiry form
Select Edit this template
Optionally, adjust the question wording
Select Add question to get more questions on the form
Select Next
Create services that leads can select when filling out the lead form
To edit a service, hover over it > select the pencil icon
To delete a service, hover over it > select the trash can icon
To add more services, select Add a service
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
Review the template. If you want to make changes to the text, layout, design, or settings, select Advanced Editing. Otherwise, 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 form where they can fill it out and submit it. After they submit the form, they will get an email confirmation if you have enabled the email confirmation setting.
📚 Tip
Learn more about a lead’s experience submitting a form.
When the form is submitted, you will receive an email and a notification on your computer. If you have the app downloaded, you will also receive a notification on your phone. HoneyBook will automatically create a project for that lead, which will include the completed form and the lead's information. This will allow you to start communicating with them, or you can archive the project if the lead is not a good fit.
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!