You may know that you can create smart files for instant booking–which allows specific clients in existing projects to select services, schedule, and pay.
With HoneyBook lead forms, you’re no longer tied to existing projects. You can create public forms that allow anyone to select, schedule, and pay, which will simultaneously capture their information and add them to your HoneyBook account.
Your account even comes preloaded with an instant booking lead form template. Simply customize the template, publish the form, then get started sharing its link to boost your bookings.
To create a lead form for instant booking:
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.
2. Click Create New > Instant booking.
📚 Tip
Starting from this template gives you the perfect build framework: it contains all of the content and action blocks needed for instant booking, 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 services, a scheduler, invoice, and payment page. To get started customizing, click Edit this template.
4. On the My services page, first edit the text to fit your brand.
5. From the same page, click into the services block to adjust the services and how your client can interact with them.
📚 Tip
If a lead selects services, the services will be added to the invoice so that they can select and pay all from the form.
6. Navigate to the Intro Call page.
📣 NOTE
You’ll see a contact info block already added here. This block cannot be deleted, as any time a lead submits the form, a project will be created with the lead added as a project participant, using the name and email they entered in the block. However, you can change the contact info block’s order on the page by clicking the plus (+) icon, or move it to a different page using the three dot icon.
7. Click + Add a Session to add a session to your lead form.
8. From here, you can:
Select an existing session type to add; OR
Click Create a 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.
9. Customize your session as needed.
10. Navigate to the Invoice page and customize as needed.
📣 NOTE
Only one payment can be added to the payment schedule, and payment must be due upon submission of the form. Leads will not be able to submit the form, and therefore book the session, until they make payment.
11. Navigate to the Payment page and customize as needed.
📣 NOTE
The payment page must be the last page, ensuring a smooth and straightforward payment process for your leads.
Credit cards are the only form of payment currently accepted through lead forms.
12. 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 and/or payment–that way, you can automate further communication.
13. Once you’ve built out and customized your lead form, publish the form to set it live.
14. 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 instantly book with you.
📚 Tip
Some sharing suggestions:
Add to your Linktree
Include in your email signatures
Send in a marketing blast
Share on your Facebook page
Add to your website as the linked URL for a button, in the top navigation bar, or after a display of your services
Next steps:
When the link is clicked, leads will be brought to your live form where they can fill it out, select services, make payment, and submit the form to book their session. Once submitted, the lead will receive an email confirmation if you've kept the email confirmation setting toggled ON. They'll receive separate confirmation emails with the session details and payment receipt, and the meeting will be automatically added to their calendar.*
📣 NOTE
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!