Quick Tip: What are lead forms?

Question: What are lead forms and what do they do?

Short answer: They help you collect potential client information and automatically turn it into a new lead in your account.

Watch this Quick Tip video to see how lead forms can:

  • Collect client details like name, contact info, due date, and more
  • Be shared as a direct link or embedded on your website
  • Automatically create a new client journey in “lead” status
  • Organize information into profiles, notes, custom fields, and insurance sections

Lead forms are fully customizable, so you can choose how much information to collect upfront. Many doulas use them not just for inquiries, but also for things like class registrations or consultation requests.

✨Bonus Tip: You can connect payments, file uploads, and SMS opt-in directly to your lead form, making it easy to gather everything you need before even speaking with a client.

Learn more: Customizing a lead form and Using the lead form