Hi @Lisa Longacre, I’m Matthew, a brand designer and HB Pro 😊 Adding to Monica’s great questions, here are some things to consider:
- Always make the process simple, fast, and easy
- What’s you business? Photo? Floral? Entertainment, etc?
- What’s your setup going to be? Laptop? Tablet?
- Build a Lead Form that already has the discounted pricing, and have it be a few clicks
- If you have 1 service you’re selling, that’ll be an easy lift
- Only ask for Name, Email, Date of Wedding, Location (or any other pertinent info you may need to auto pull into your contract later)
- Keep it simple and consider just having them pay an initial deposit, could even be something super small like $50 (or whatever to hold the date)
- You could setup an automation following Lead Form submission that sends them a complete Smart File with contract, remaining invoice setup with payment installments, and any other bells and whistles like onboarding (or you can separate that, too)
Was this helpful? Let me know. I’m not a wedding pro by any means but I do know my way around HB, ha. Sending good vibes for the extravaganza this weekend 🎉