With HoneyBook lead forms, you can create public forms accessible via direct link. If you've ever wanted to allow anyone to book a VIP day to power through focused projects, you can achieve this with lead forms.
Your account comes with a VIP day template that you can customize with your VIP day services and brand-specific details, then share out to get started booking.
📚 Tip
Need a more detailed refresher on lead forms? Check out this article.
To create a lead form for VIP days:
1. From any page, navigate to Tools > Lead Forms.
2. Click Create New > VIP day.
📚 Tip
Starting from this template gives you the perfect build framework: it contains all of the content and action blocks needed to book a VIP day, 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.
📣 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.
5. From the same page, click into the services block to adjust the services and how your client can interact with them.
📚 Tip
If someone 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 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.
7. 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.
8. 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 payment–that way, you can automate further communication.
9. Once you’ve built out and customized your lead form, publish the form to set it live.
10. 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. Once submitted, the lead will receive an email confirmation if you've kept the email confirmation setting toggled ON. They'll receive a separate confirmation email with the payment receipt.
📚 Tip
Learn more about a lead’s experience submitting a form here.
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. 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 VIP day.
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!