Skip to main content
Question

Trouble With Minis/Lead Forms

  • September 24, 2024
  • 2 replies
  • 27 views

Lindy Rebro

Needing some serious help here! I’m a photographer trying to get my mini’s scheduled with Honeybook. I’ve used Session before but trying this year with HB. I want to be able to have clients do everything in one place, the entire thing so I can send them one page or link… something that gathers client info, has them schedule, and select their time (with multiple schedulers in one booking template/page because I have multiple minis and do not want to create several different files and leads and everything for basically the same thing), take their payment… and then make it really easy to share the booking info!

 

I made a lead form but it’s created two links in my dropdown inquiry page. Basically I’m just overwhelmed with HB’s behind the scene process, am I making it harder than it seems? Any ideas to help me finally get these minis live?! 
 

Thanks! 

This topic has been closed for replies.

2 replies

Diana The Finer Points
Luminary
Forum|alt.badge.img+9

Can we see the link? I’m not sure what you mean by 2 dropdown links… 


Rick McLean
  • Newcomer
  • September 25, 2024

I may be misunderstanding, but I see you wanting to do the following:

  1. Collect Client information (Contact Form or Lead Form creates Inquiry).
  2. Schedule your Client Session(s) (Scheduler?)
  3. Invoice the Client with each session on one Invoice (Invoice on Smart File)
  4. Contract
  5. Collect Payment

I build those 5 steps into one Smart File, but I only have one date to schedule - the project date. You might check the Photographer Smart File templates to see if another photographer has built multiple dates into one Smart File. It might possibly be done in the Invoice where they can select multiple sessions (or a higher quantity) in the Brochure section of the Smart File, which will be listed in the Invoice and totalled on the Payment page.

 

Hope that gives you some useful options to check out.