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> Use this file to discover available pages before exploring further.
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# Application Forms

Application forms let prospective clients apply to work with you before you accept them. Unlike sign-up forms (which are completed by clients you've already added), application forms are public-facing — you embed them on your website or share a direct link.

## Creating an Application Form

1. Navigate to **Settings > Application Forms**
2. Click **Add Form**
3. Configure the form and save

![Application form editor](https://storage.crisp.chat/users/helpdesk/website/-/9/1/6/8/916842d9772b4800/forms-application-edit_1ka0836.png)

### Form Fields

- **Name** — the name of this application form (internal reference)
- **Application Form URL (Slug)** — the URL slug for the form. This determines the direct link.
- **Confirmation Page URL** — where applicants are redirected after submitting

### Coach Assignment Options

- **Available Coaches** — select which coaches can be assigned applicants from this form
- **Allow applicants to choose their preferred coach** — let applicants indicate which coach they'd like to work with
- **Allow applicants to select "No preference"** — adds a "No preference" option to the coach selection
- **Allow second preferred coach selection** — let applicants pick a backup coach (useful with waitlists)
- **Assign to coach with fewest clients** — automatically assign applicants to the least-loaded coach
- **Assign in round-robin fashion** — distribute applicants evenly across available coaches

### Self-Signup Options

- **Take payment** — enable self-signup with payment. When enabled, additional fields appear:
  - **Service/Client Type** — which service to assign
  - **Pricing Option** — which pricing to use

### Custom Fields

Add custom questions using the field editor (same as sign-up forms). Every form includes First Name, Last Name, and Email by default.

## Sharing Your Application Form

After creating a form, click the preview icon in the list to view sharing options:

![Application form sharing page](https://storage.crisp.chat/users/helpdesk/website/-/9/1/6/8/916842d9772b4800/forms-application-share_1z078np.png)

### Direct Link

A shareable URL you can send to prospective clients or post on social media.

### Embed Code

An iframe embed code you can paste into your website. Click **Copy** to copy the code to your clipboard. Below the embed code, a **Test / Preview** section shows how the form will appear to potential clients.

## Reviewing Applications

### Applications List

Click **Applications** in the sidebar to view all submissions. The list has tabs for:

- **All** — every application
- **Unread** — new applications you haven't viewed
- **Pending** — applications awaiting your decision
- **Waitlist** — applicants you've placed on hold

Your dashboard also shows application counts that link to filtered views.

### Application Details

Click an application to see the full submission, including all form responses and timestamps.

### Taking Action

From the application detail page, you can:

- **Reply** — send a message to the applicant
- **Accept** — approve the application and generate a login for the client
- **Reject** — decline the application
- **Waitlist** — place the applicant on hold for later review
- **Archive** — move the application out of active view
- **Restore** — bring an archived application back

When you accept an application and generate a login, the applicant receives an email with a login link and is added as a client.

## Editing an Application Form

1. Find the form in the **Application Forms** list
2. Click the **Edit** button
3. Update the fields and save

## Deleting an Application Form

Click the **Delete** button next to the form and confirm. Past submissions are preserved.