Once you've built a lead form, its settings control what happens before, during, and after a lead submits it — from the link preview they see, to the automations that fire on submission, to how new projects get tagged and routed. Here's how to configure each one.
To get to a lead form’s settings, open the form in the editor, then select Settings. When you’re done making changes, save or publish your updates from the editor header.
Form link preview settings
A lead form's form link preview settings control what leads will see when you send them the form link. Here's how to update these settings:
Thumbnail: Hover over the image, then select
Edit or replace image (pencil icon) to edit or replace the image, or
Remove image (trash icon) to delete the image
Form title: Enter a new lead form title
Form link: Select the end of the URL, then edit it to better match your brand
📣 Note
HoneyBook keeps a form's last 10 URLs reserved, even after you change them — so any old links you've already shared keep working. This means a previous URL can't be reused on a different lead form, even once it no longer appears in this form's settings. If you try, you'll get an "already in use" error.
Automation settings
A lead form's automation settings control what happens when a lead submits the form. Here's what each of these settings do:
Send a confirmation email upon submission: When this is toggled ON, a confirmation email will get sent to the lead when they submit the form
You can click Preview to preview the email, but note that this email cannot be edited
If you'd like to customize the confirmation email, consider connecting the lead form to an automation instead
Automations
Select Go to automations to build an automation that's triggered based on lead form submission
If you connect the form to an automation that includes a "welcome email," make sure the confirmation email option (above) is toggled OFF to ensure your leads don't receive duplicate outreach
Submission settings
Your submission settings control what happens after a lead submits the form.
Team member assignment: This lets you choose a project owner, submission recipients, and workspace participants for leads that come in through the form
Select Add/edit team members to choose company members as the project owner, submission recipients, and workspace participants
Incoming leads project creation: This lets you choose to add the lead form submission details to an existing project, if one already exists for the lead; or create a new project each time the form is submitted
Toggle Group all submissions from the same client under the same project ON or OFF
Redirect URL: This lets you control where people go after they submit the form. You can also manage this setting from the submission settings area.
Toggle Send people to this URL ON > enter a redirect URL; if the URL uses a disallowed scheme, leads will stay on the thank-you page instead
For security, dangerous URL schemes such as javascript: are blocked, and denied query parameters such as hash and token-, secret-, or password-like keys are removed before the redirect URL is forwarded
When available, HoneyBook includes the lead's marketing/query parameters from their stored landing URL in the redirect destination URL
Automatically apply tags: Choose tags to automatically apply to leads that come in through the form
Project type assignment: Choose a project type to automatically apply to projects created from this form, or select None.
Lead source: Choose a lead source to automatically assign to projects created from this form, or select None
You can also access this from your navigation menu by selecting Lead capture > Lead forms. Open the form, then select Settings.
Selecting None keeps the current behavior.
You can review assigned team members from the compact summary in submission settings and open the assignment modal from there.
Service block settings
This section is visible only if you've added a services block to the lead form.
Toggle Generate a standalone invoice ON or OFF
This lets you control whether or not a draft invoice should be created in the project upon form submission, containing the lead's service selections
If toggled ON, select the template that will be used for the draft invoice
Accept promo codes: Toggle this ON to let clients enter a promo code at checkout; when enabled, the invoice summary preview and client-facing checkout will show a Promo code field with an Enter code placeholder
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!