Forms & Funnels
Build an intake or application form
Create a custom form with your own questions, then require it before someone books, registers, buys or subscribes.
A Custom Form asks exactly what you need to know: an intake questionnaire before a healing session, an application for a retreat, a waiver before an in-person event, a survey after a program. You can share it on its own, or require it before someone can book or buy.
When to use this
- You need health, background or consent information before working with someone.
- You want people to apply before they can join a program or membership.
- You want feedback after a session or course.
Create a custom form
Go to Audience → Forms & Funnels and click Add Form. Add a Form Title and Description, choose Custom Form, and set Contact Information: Required (you always get their name and email), Optional, or Anonymous (for sensitive topics, nothing identifies them). Click Create Form.
Add your questions
On the Questions tab, click Add question. Pick a Question Type, write the Question Title, add an optional Description (help text), and turn on Required if it must be answered. Repeat for each question and drag to reorder.
Add consent or a signature (optional)
For a waiver, add a Statement with your terms, then a Yes/No Question with Require a "Yes" to continue turned on, or a Signature question.
Send a follow-up email (optional)
Open the Automation tab to send the person an email after they submit, for example "Thank you, here's what happens next."
Test it
Click Preview and submit it yourself. Check your answer appears under Responses.
Require it before an offering
Attach the form where people book or buy. Turn on Allow one-time submission reuse if returning people shouldn't fill it in again.
Where to attach it
| Require the form before… | Where |
|---|---|
| Booking a 1:1 session | The session type's settings. See Require an intake form. |
| Registering for an event | The event's ticket. See Collect info with a registration form. |
| Buying (or unlocking) content or a collection | The item's Form step, or a collection's Attach Form. See Content Library. |
| Subscribing to your membership | Business → Onboarding → Forms ("Manage pre-subscription form and responses"). See Onboarding. |
Or simply share the form's link on its own with Share.
The pre-purchase form window
On a session type, an event ticket, a content item or a collection, the same window opens: Pre purchase form, "Collect information from your audience before checkout."
| Option | What it does |
|---|---|
| Use Existing Form | Pick one of your custom forms. Lead forms aren't listed. |
| Or create new form | Create a custom form on the spot (Form Title, Description, Contact Information), then Edit Questions to add questions, or Do This Later. |
| Allow one-time submission reuse | "Reuse the latest submitted response for future purchases instead of requiring a new submission every time." Good for regulars; leave it off for fresh answers. |
| Apply | Attaches the form. |
Once a form is attached, the window shows Change Attached Form, the reuse option, Save, Edit Questions and Remove. Remove opens the offering up again with no form.
A form created from this window starts empty. Add at least one question before people reach it.
Tips
- Short forms get finished. Ask only what you'll actually use.
- Ask for links, not files. Forms can't take uploads, so ask for a Google Drive, Dropbox or Instagram link.
- One form per offering. Attaching another form to the same offering replaces the first.
- Only custom forms can be required. Lead forms can't be attached before checkout.
- Don't collect sensitive data you don't need. Use Anonymous for surveys on sensitive topics.
If a required form can't be submitted, nobody can book or buy that offering. Always test the full flow in a private window before you share it.
What people see
When a form is required, people fill it in before checkout or booking. The offering is marked "A form is required before purchase." If one-time reuse is on, people who already answered skip straight through. Responses appear on the form's Responses tab and on the person's Forms tab in Audience → People.