How to Create Custom Enrolment Forms

Create custom health questionnaires and intake forms that clients complete before booking

1. Step 1: Navigate to the "Forms" tab in your admin dashboard
2. Step 2: Click "Create Form" or use the "AI Form Creator" button for quick setup
3. Step 3: If using AI: Describe what information you need (e.g., "Create a PAR-Q form with health conditions, fitness level, and emergency contact")
4. Step 4: If creating manually: Give your form a name (e.g., "Health Questionnaire" or "PAR-Q Form")
5. Step 5: Add questions by clicking "Add Question". Choose from different question types:
6. Step 6:
   • Text: Short text answers
   • Textarea: Longer written responses
   • Select: Dropdown with multiple choice options
   • Radio: Single choice from options
   • Checkbox: Multiple selections allowed
   • Number: Numeric input
   • Date: Date picker
7. Step 7: Mark questions as required if clients must answer them
8. Step 8: Common form fields to include:
9. Step 9:
   • Health conditions or injuries
   • Current fitness level
   • Emergency contact name and phone
   • Medical conditions or medications
   • Fitness goals
   • Previous experience
10. Step 10: Use the preview feature to see how your form will look to clients
11. Step 11: Click "Save" to create your form
12. Step 12: To use the form: When creating or editing a class, scroll to the "Onboarding Form" section and select your form from the dropdown
13. Step 13: Clients will be required to complete the form before their booking is confirmed. Forms are valid for one year per client

Watch - "How to create and use custom forms"