Apotheo Help Center
Go to website
Back
Articles on:Application Forms
How to set up application forms and respond to potential clients.

Categories

  • Getting Started
  • Integrations
  • Client Management
  • Check-Ins
  • Payments
  • Messaging
  • General
  • Sign-up Forms
  • Application Forms
  • Content Library
  • Team Management
  • Client Guides
  • Creating application forms
    Application Forms If you receive a lot of coaching applications, the application forms feature helps you keep track of who applied, how you responded, and whether the application was submitted by a returning client. Apotheo offers two different workflows for application forms: Review / Accept - clients are not added to Apotheo until you've reviewed their application form and accepted them. Take Payment - clients set up payment directly from the application form and their accouSome readers
  • Sharing application forms
    Linking to your application form The direct link to your application form is on the form's preview page. Embedding the form on your website To embed an application form, copy the HTML code from the form's preview page and add it to a page on your website. Embed codeFew readers
  • Reviewing Application Forms
    You can view submitted applications under Applications in the top navigation. Unread application list Applications can be filtered by: Unread- new applications that you haven't responded to yet. Pending- applications you've responded to but not yet accepted as clients. Archived - applications that have been accepted as clients, orFew readers

Not finding what you are looking for?

Chat with us or send us an email.

  • Chat with us
  • Send us an email
© 2025Apotheo Help Center