Creating Sign-Up Forms

Sign-up forms collect information from new clients during onboarding. When you add a client and assign a service that has a sign-up form, the client completes the form after logging in for the first time.

Viewing Your Sign-Up Forms

Navigate to Settings > Signup Forms to see all your forms.

Each form shows its name and action buttons to view assigned clients, edit, or delete.

Creating a New Form

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

Form Builder

The form builder lets you create a custom questionnaire using the built-in field editor. Every form automatically includes three default fields:

• First Name
• Last Name
• Email

Adding Custom Fields

Click Add Field to add a new question. For each field, configure:

• Field Title — the question or label (e.g. "What are your fitness goals?")
• Help Text — optional guidance text shown below the field
• Field Type — the type of input:
• Text input
• Text area (multi-line)
• Dropdown
• Checkboxes
• Radio buttons
• And other field types
• Required — whether the field must be filled in before submitting

For dropdown, checkbox, and radio button fields, you'll also configure:

• Choice Values — the internal values for each option
• Choice Labels — the display text clients see for each option

Editing a Form

1. Find the form in the Signup Forms list
2. Click the Edit button
3. Modify the fields and save

Deleting a Form

Click the Delete button next to the form and confirm. Past submissions are not affected.

Assigning to a Service

Sign-up forms are assigned to services. When you create or edit a service in Settings > Services, select the form in the Signup Form dropdown. All new clients added to that service will be asked to complete the form.

You can also select a signup form directly when adding a client.

Updated on: 04/03/2026