How to Create an Application Form

Application forms allow you to gather important information from clients before they join your program. This helps you decide which clients are the best fit for your services.

👉 We recommend using an application form if you’d like to:

• Learn about your clients before they start

• Ask specific questions in advance

• Ensure your program is the right match for participants

Video Walkthrough

🎥 Watch this quick guide on how to create an application form

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Two Ways to Create an Application Form

1. Using the Banner Prompt

Step 1: Once a service has been submitted and made live, a banner will prompt you to create an application form.

Step 2: A pop-up window will appear where you can add questions and choose answer types.


Step 3: When finished, click Save and Exit to create your form.

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2. Using the “Forms” Section

Step 1: From your Coach Dashboard, click Forms in the left menu, then select All Forms.

Step 2: Click Create Application. A pop-up will appear.

Step 3: Choose one of the following options:

• Create From Scratch → click Next

• Choose from Prior Template → select one of your previously created forms, then click Next
  
  ⚠️ The service must be live in order to create an application form.

Step 4: Enter a title for your form and click Next.

Step 5: Add your questions and select the answer type:

• Single Choice

• Multiple Choice

• Written Answer

Step 6: Once done, click Save and Exit.

✅ That’s it! Your application form is now ready to collect responses from clients signing up for your service.

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💡 Need help?
If you get stuck or have questions, our team is here for you! Reach us anytime at [e-mail] and we’ll get back to you quickly. 🚀