Lead forms allow you to create public forms and experiences that you can share publicly via direct link. If you've ever wanted to share out your availability for a mini session and allow anyone to instantly schedule and pay for one, lead forms are for you. Your account even comes preloaded with a mini session template to make the build process easier.
📚 Tip
Need a more detailed refresher on lead forms? Check out this article.
To create a lead form for mini sessions:
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 > Mini session.
📚 Tip
Starting from this template gives you the perfect build framework: it contains all of the content and action blocks needed to book mini sessions, 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 a scheduler, invoice, and payment page. To get started customizing, click Edit this template.
5. From the same page, click + Add a Session to add a session to your lead form.
6. From here, you can:
Select an existing session type to add; OR
Click Create a session. You’ll be brought to theHoneyBook Scheduler in a new tab, where you cancreate and customize a new session type. Afterwards, navigate back to the tab with your lead form and select your new session.
7. Customize your session as needed.
8. Navigate to the Invoice page and customize as needed.
📣 NOTE
You cannot set up lead forms to include a deposit payment, then the remaining balance. Only one payment can be added to the payment schedule in lead forms, 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.
9. 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.
10. 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 all communication ahead of and following the mini session.
11. Once you’ve built out and customized your lead form, publish the form to set it live.
12. 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 a mini session 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, 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, 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 and preparing for the consultation.
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!