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 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.
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 instant booking lead form
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.
From the top navigation menu, select Clients > Lead Forms
Select Create New > select Instant booking
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
Decide if you want to charge for your session. If you toggle this on, enter the price for the session
Your lead will pay for the booking before submitting the form
Select Next
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 a lead clicks on the link, they'll be taken to a webpage where they can fill out a form, make a payment, and submit the form to book a session. After they submit the form, they'll receive an email to confirm the booking, if the email confirmation setting is enabled. They'll also receive separate emails with the details of the session and a receipt for their payment. The meeting will automatically be 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.
When the form is submitted, you will receive an email and a message on your computer screen. If you have the app, you will also receive a message there. HoneyBook will create a project for the lead and place it in the Inquiry stage. This project will include the completed form and their information so you can start talking to them and get ready for the meeting.
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!