📝 Overview

You can target specific customers to complete certain forms based on the registrations or purchases they make. These forms are submitted by customers the first time they make an applicable registration or purchase on the Customer Site.

For example, for a Pre-natal Yoga class you might collect relevant details such as a due date or any pregnancy-related issues. Those questions only apply to that class, so you would make the form applicable to that registration only.

For an Olympic Lifting class you might collect more general information instead. A separate form, the "New Joiner Form" in the example below, could apply to that registration and to all other registrations except Pre-natal Yoga. You could also ask your one-to-one clients to complete a fitness assessment before their first appointment.

You can also add a membership requirement to these forms. In the example below, the forms are required only for class registrations, not for purchasing any memberships.

💡 You can now also choose whether a form is completed before or after the registration or purchase, and customise this per offering. To learn more, see the guide here.

🛠️ How to create the form

These forms are managed from Forms/Documents ➜ Customer Forms. To add a new one, click Add a form.

On the next page, add the form name, set what it is required for, and choose whether customers should resubmit it periodically to keep the data fresh. Click Next to select the fields that should be asked in the form.

💡 For a full walkthrough of creating a form and choosing its fields, see our Creating and Managing Forms guide here. To set whether a form is required periodically, see the guide here.

🧑‍💻 What customers experience

When a customer books an applicable class, they are asked to complete the relevant form before they can register.

Here is what they see when booking from the Customer Site:

If they choose the Pre-natal Yoga class, they complete the pre-natal form in order to register:

If they choose the Olympic Lifting class, they complete the new joiner form before registering:

🧠 Example:

With some exceptions, a submission lasts for life. If a customer has already submitted the form, they will not be asked to complete it again.

The exceptions are covered in our guide on forms that expire or require resubmission here.

❓ Frequently Asked Questions (FAQs)

Find answers to common questions or additional details that may not be covered in the main instructions.

Click the arrow to view frequently asked questions

Can I share a form link with a customer?

Click the arrow to see the answer

Yes. Each form has its own unique link that you can copy and send to a customer, so they can complete it directly. Customers will also still be prompted to complete an applicable form when they go through the relevant trigger point, such as registering for an applicable class or purchasing an applicable membership.

For how to find and share the link, see our guide on sharing a form or waiver link here.

Can I create a form specifically for store purchases?