How to Add Custom Enrollment Forms for All Services

Enrollment forms help you collect important details from clients before they begin your program, making onboarding smoother and more personalized.

You can add enrollment forms to any type of service,  including 1:1 sessions, group programs, memberships, workshops, and communities.

🎥 Video Walkthrough: Add Custom Enrollment Forms for All Services

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Why Use Enrollment Forms?

• 📋 Gather key client information before sessions begin

• 💬 Customize questions for each service type

• 🧭 Streamline your onboarding process

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How to Add Custom Enrollment Forms

Follow these steps to create your enrollment form:

Step 1: Go to the Enrollment Form Section

While creating a service, go to Step 5 — you’ll see an option to Add an Enrollment Form.

Step 2: Add a Question

Click Add a Question.

Step 3: Choose the Answer Type

Type your question, then choose the answer type.
If using multiple-choice options, add your choices accordingly:

• Single Choice: Clients pick one option

• Multiple Choice: Clients can select more than one option

• Written Answer: Clients type a free-form response

  

Step 4: Add More Questions

Repeat the process to include as many questions as you’d like.

Step 5: Save and Continue

Once you’re done adding questions, click Save and Next.
Your enrollment form will now appear automatically for clients when they sign 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. 🚀