Customer Forms collect information from your customers using Customer Fields. Customers submit forms during signup, registrations, and purchases, and the data they enter saves to their profile and throughout your account for you to review.

You can create as many of your own forms as you like. This guide introduces what forms are and the main ways you can use them.

Watch the walkthrough: Introduction to Customer Forms video

Forms are flexible and can be used in a number of ways. Here are three of the most common.

Forms can be set to apply to particular registrations or purchases, so you collect the right information based on how a customer engages with your business. For example, you might collect detailed information from customers on a foundations course, a pre-natal class, or a personal training session, while collecting only minimal information from free trial customers.

Forms can be set to expire so customers complete them again from time to time. For example, you might collect a customer's medical status once a year to keep it current.

When customers submit forms, they are setting values for Customer Fields directly. That data is then accessible throughout your account, on the customer profile, in exports, and elsewhere.

Here is an example of a form as you set it up:

And here is how it looks to a customer on the Customer Site: