---
title: Ask questions before someone subscribes
sidebarTitle: 'Onboarding: form and FAQ'
description: >-
  Collect information from new members before checkout, and write the FAQ for
  your membership.
audience: luminary
feature: onboarding
type: guide
availability: live
last_verified: '2026-10-14'
keywords:
  - pre-subscription form
  - onboarding questions
  - checkout questions
  - pricing page faq
  - collect info before subscribe
  - subscriber intake
url: 'https://help.bringsoul.life/luminaries/business/onboarding'
---

# Ask questions before someone subscribes

> Collect information from new members before checkout, and write the FAQ for your membership.

Use [Business → Onboarding](https://portal.bringsoul.life/settings/onboarding) (_"Set up what new subscribers see: a pre-subscription form and your FAQ."_) to shape the moment someone joins.

## When to use this

- You need something from every new member: their goals, their Instagram handle, an intake question.
- People keep emailing the same questions before they join.

## Add a pre-subscription form

**Step 1: Open the Forms tab**

Go to [Business → Onboarding](https://portal.bringsoul.life/settings/onboarding) and open Forms.
Click Add form.

**Step 2: Choose or create the form**

In Pre purchase form, pick a form under Use Existing Form and click Apply. Or click Or create
new form: give it a Form Title, an optional Description, and choose Contact Information
(Required, Optional or Anonymous). Click Create Form, then Edit Questions to add your questions.

**Step 3: Choose whether to ask again**

Tick Allow one-time submission reuse if someone who has already answered shouldn't be asked
again next time they buy.

**Step 4: Check it**

The form now shows *"Required before checkout"*. Responses appear under Form Responses on the
same tab.

To change or remove it, click Manage form, then Change Attached Form or Remove.

## Read the answers

Once a form is attached, its responses appear on the same Forms tab, under Manage form:

- The header counts them, for example _"8 responses collected"_, or says _"Waiting for submissions"_.
- Click a response to open it and read each question and answer. Expand All and Collapse All open or close them all.
- Click Export CSV for a spreadsheet with one row per response and one column per question.

Answers are stored as form responses, so you can also find a member's answers on the Forms tab of their profile. See [View a person's profile](https://help.bringsoul.life/luminaries/audience/people/view-a-persons-profile).

## Customise your FAQ

**Note:** 
The pricing page new members join from doesn't show your FAQ. It appears only on the page a former
member opens to resubscribe. Put anything new members need to know in your bio, which shows at the
top of the pricing page.

**Step 1: Open the FAQ tab**

Go to [Business → Onboarding](https://portal.bringsoul.life/settings/onboarding) → FAQ. If you
leave it empty, members see a default FAQ with four questions: whether their data is private,
whether they can cancel or change plan any time, how often they'll hear from you, and what makes
your portal different from free content.

**Step 2: Write your questions**

Optionally set a Title (e.g. *Frequently Asked Questions*) and Description. Click Add Question
for each one and fill in the Question and Answer. You need at least one question to save.

**Step 3: Save**

Click Save FAQ. You'll see *"FAQ saved successfully."* To go back to the default, click Delete
FAQ.

## Tips

- Keep the form short. Every question is a reason to leave checkout. Ask only what you'll use.
- Ask for links, not files. Forms can't accept uploads. Ask for a Google Drive or Dropbox link instead.
- Good FAQ questions: What's included? How do I cancel? When am I charged? What if I miss a live session? Who is this for?
- Answers are stored as form responses, not as fields on the person's profile.
- The default FAQ promises members they can cancel any time and hear from you regularly. If that's not true for your membership, write your own.
- [Soul AI](https://help.bringsoul.life/luminaries/soul-ai) can attach a pre-subscription form for you. Ask on Home: _"Ask new subscribers for their Instagram handle before they join."_

## What your members see

After choosing their price on your pricing page and creating an account or signing in, members see _"A few questions from <your portal name>"_ with your form. They answer and click Continue to Payment, then pay on the Subscribe page. If you ticked Allow one-time submission reuse and they've answered before, they go straight to payment.

## Related

- [Set up a membership with tiers](https://help.bringsoul.life/luminaries/business/membership-pricing): 
The prices members choose before your form.

- [People and forms](https://help.bringsoul.life/luminaries/audience/forms): 
Build and edit the form itself.

- [Send a welcome email to new subscribers](https://help.bringsoul.life/luminaries/settings/welcome-new-subscribers): 
What happens right after they join.