Capturing Leads

Leads are vital to the success of your company and that’s why HoneyBook is such a valuable tool. The program helps you streamline the process from lead to wedding day. HoneyBook will make client management be so much easier and more efficient. To make the very most out of HoneyBook, you should be familiar with the ways a lead can be installed and tracked.

Install the Form

The HoneyBook Contact Form is a widget that can be installed on your company website, allowing you to pose a series of questions to potential clients and collect the information in your HoneyBook account. It can also be easily distributed via a direct link, with no embedding necessary

Manually Add a Lead

Every now and then you will need to manually add a lead into a project. When you create a Project, they will automatically begin in the Inquiry stage of your Project Pipeline. It can then change stages automatically, when you start sending and receiving files; or, you can update the stage via the drop-down menu within the Project itself.

Customizing Lead Sources

Leads can come from anywhere—social media, organic online searches, word of mouth—so customizing your lead sources is crucial to understanding exactly where your business is coming from and which channels are working best for you. HoneyBook comes with a set of common lead sources to get you started, but you can also add your own and remove some of ours. Once your leads are the way you want them, you can include them as options in a Contact Form, which lets your customers choose how they heard about you, or manually update the source within a Project’s details.

Day #2 Challenge:

  1. Go ahead and add the HoneyBook Contact form to your website.
  2. Manually add your new lead, Jessica Smith, to a wedding project. Add all her contact information as a new client.

Creating Templates

Templates are one of the great efficiencies that HoneyBook has to offer. From files, to emails, to pricing, they allow you to save your commonly used stuff and easily insert it into future projects.

Here are the Template types that are available to you.

  • Brochures
  • Contracts
  • Emails
  • Invoices
  • Questionnaires
  • Packages
  • Payment schedules
  • Proposals

Before sending files to your clients and vendors, the first step is to understand the main types of temples you can make in HoneyBook:

Proposal + Agreement

The proposal is a list of services you are proposing to offer and includes a signed agreement with an invoice (payment schedule).  When your client receives a proposal, they will be able to review the proposed services, sign the agreement and seamlessly make their payment online.


This is one of my favorite features. If you’re like me, you send lots of questionnaires. With this feature, you no longer have to think about when to send them—it’s amazing! The questionnaire is a list of questions you will send your client. When your client receives a questionnaire, they will be able to answer your questions online with the responses automatically being saved to HoneyBook. The questionnaire is perfect for learning more about your clients, location, event and more!

Email Templates

How many emails you do send out each day? Each week? Most emails are often repeated throughout a service, so why not automate them? Create canned messages and let your workflow take care of them. Email templates save you time and allow you to create re-usable content that can be easily emailed. Always use HoneyBook to communicate with your clients and stay away from email. This way all your communication is in only easy to find place.


A timeline is the day of events that will be shared with clients and vendors. The timeline helps manage the logistics of the event and keeps all of your clients and vendors informed and prepared.

***NOTE: When creating a timeline template, create it first then SAVE. It will not save your work otherwise.

Day #2 Challenge:


  1. Open the attached template file and add all the templates, except for the Workflow template, to the Honeybook template.

To do