Why is it relevant?: This feature helps you gather information about the clients who are signing up for your services. It allows you to decide which clients can join the program you've created and benefit from your services.
Recommendation: It's a good idea to create an application form if you want to learn about your clients beforehand or if you have any specific questions you'd like to ask in advance.
This guide will walk you through the steps on how to create an application form.
There are two ways to create an application form for a contribution.
1 - Using the Banner Prompt
Step 1: A banner will prompt you to create an application form after a contribution has been submitted and made live.
Step 2: A pop-up window will appear, allowing you to add questions and select answer types according to your requirements.
Step 3: Once you're done, click the "Create" button, and your application form will be created.
2 - Use the Applications Tab located on your Dashboard
Step 1: From your coach dashboard, click "Applications" on the left side of the page. Then click "Forms," which will take you to a page where you can create a new application form.
Step 2: Click the "Create New Application Button," and a pop-up will appear.
Step 3: Click the dropdown menu and select the contribution you want to create an application form.
Note: The contribution must be live to create the application form.
Step 4: Add the questions and choose the answer types you'd like to include in the form for your clients. Once you're done, click on "Create." An application form will be created for that contribution.
Here is the video walkthrough on how to create an application form: https://www.loom.com/share/deb956d6cd9c48aa8792ab59e5f013e8?sid=eac8a201-0f63-41e4-a736-5b13625af7e6
Comments
0 comments
Please sign in to leave a comment.