Overview

Lead forms let you capture prospective client inquiries directly from your website and funnel them straight into your Wedy Pro CRM pipeline. When someone fills out your form, a new lead is automatically created with all the submitted details — no manual data entry, no lost inquiries. Whether you're a photographer fielding wedding inquiries or a DJ collecting event details, lead forms are your always-on intake system.

Time to complete: 5–10 minutes.

How to create a lead form in Wedy Pro

Navigate to Lead Forms in the sidebar under the CRM section.
Click New Lead Form in the top-right corner of the Lead Forms page.
A Choose Template modal appears with the heading Select a pre-built template or start from scratch. Choose a pre-built template tailored to your vendor category (for example, Photographer Lead Form, Venue Lead Form, or Wedding Planners Lead Form), or select Custom to create from scratch.
Click Continue to create the form and enter the form builder.
The form builder opens with a three-panel layout: the Add Element panel on the left, your form canvas in the center, and the Settings panel on the right.
Enter a form title in the inline title field at the top of the page. Replace the placeholder text (Untitled Form) with a clear, descriptive name — for example, "Wedding Photography Inquiry" or "Event Booking Request."
Add fields to your form by opening the Add Element panel. Use the Quick Add section for common fields like Full Name, Email, Phone, Budget, and Location. For more field types, scroll down to the Elements section where you can drag Text, Paragraph text, Dropdown, Checkbox, Radio, Date, or Company Info elements onto the canvas.
Select any field on the canvas to configure it in the Settings panel — set labels, placeholder text, and whether the field is required.
Click Preview in the header to see exactly how your form will appear to visitors. Multi-page forms display a Page X of Y indicator with ← Previous and Next → navigation.
Click Save to save your form. The button displays Saving... while processing.
After saving, the Share your lead form modal appears automatically with options to copy your form's direct URL or embed code.

Add and arrange form fields

The form builder gives you full control over what information you collect. Every form requires at least one name field and one email field — these ensure you can identify and follow up with every lead.

Quick Add fields

These pre-configured fields can be added with a single click from the Quick Add section:

Full Name — Single text field for the lead's complete name (required).
First Name and Last Name — Separate fields if you prefer split names (required).
Email — The lead's email address (required).
Phone — Phone number field with formatting.
Budget — Number field with a dollar prefix for the lead's budget range.
Location — Location input for the event venue or area.

Element types

For custom questions, drag elements from the Elements section onto your canvas:

Text — Single-line text input for short answers.
Paragraph text — Multi-line text area for longer responses like event descriptions.
Dropdown — A dropdown menu for selecting from predefined options (for example, event type or package interest).
Checkbox — Multiple-choice checkboxes for selecting several options.
Radio — Single-choice radio buttons for selecting one option.
Date — Date picker, ideal for event dates.
Company Info — Displays your company logo, name, and description at the top of the form. Only one per form.

Rearrange fields by dragging them to a new position on the canvas. Remove optional fields by selecting them and deleting. A wedding planner, for instance, might add a Date field for the event date, a Dropdown for event type (wedding, corporate, birthday), and a Budget field — giving every inquiry the context needed to respond with a tailored proposal.

Configure form settings

To adjust your form's general settings, click the Settings gear icon in the form builder header. The Form Settings modal lets you configure:

Event Type — Select an event type from the dropdown. This is populated from your vendor settings and always includes Other. The selected event type is attached to leads created from this form.
Thank You Message — Set a custom Title and Message that visitors see after submitting the form. Use this to confirm receipt, set expectations for response time, or share a personal note.

Click Update to save your settings or Cancel to discard changes.

Preview and activate your form

Before sharing your form, preview it to see exactly what prospective clients will experience. Click Preview in the form builder header — or from the Lead Forms table, click the three-dot menu (⋮) on any form and select Preview Form.

The preview displays your form with full validation, custom branding, and the Send submit button — exactly as visitors will see it.

Each form has an Active or Inactive status. Active forms (green dot) accept submissions. Inactive forms (gray dot) display a This form is no longer active message to visitors. Toggle the status directly from the Status column on the Lead Forms page — the change saves immediately.

What happens when a client submits your form

When a prospective client fills out and submits your lead form, Wedy Pro automatically creates a new lead in your CRM pipeline with all the submitted information. The lead appears on your Leads page with the contact details, event information, and any custom field data the client provided — ready for you to follow up.

Your forms include built-in bot protection to prevent spam submissions, so every lead in your pipeline is a real inquiry.

From there, you can manage the lead directly in your CRM: send emails from your own connected email address, schedule meetings, add notes, and when you're ready to book, convert the lead into a full Project with documents, invoices, and payment tracking. You can also connect lead forms to Automations so that new submissions trigger instant follow-up emails or task creation — giving every inquiry a professional, immediate response.

Tips for effective lead forms

Keep it concise — Ask for only the information you need to qualify the lead and respond. A form with 3–5 targeted fields converts better than a lengthy questionnaire. You can always gather more details during the follow-up conversation.
Use templates as a starting point — Wedy Pro offers pre-built templates tailored to your vendor category. Start with a template and customize it to match your specific workflow.
Add a Company Info element — Including your logo and business name at the top of the form builds trust and reinforces your brand.
Personalize your Thank You message — A warm, specific confirmation message ("Thank you for reaching out! I'll be in touch within 24 hours.") reassures leads and sets clear expectations.
Set up Automations — Connect your lead form to an automation workflow that sends an immediate confirmation email from your own email address. This makes an excellent first impression and ensures no inquiry goes unanswered.
Mind the limit — You can create up to 10 lead forms per account. Use them strategically — for example, one for weddings, one for corporate events, and one for mini sessions.