Overview

Questionnaire forms help you collect important client information — like medical history, health risks, or personal goals — during the sign-up process. These forms can be customized and made mandatory, so you always have the info you need before a client joins a session.

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Prerequisites

Before you begin:

• Have admin access to Edit Profile and Client Sign-Up Fields
• Know what information you want to ask (e.g. health conditions, injury history, goals)
• Optional: Decide if you want forms to be mandatory for sign-up

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Step-by-step instructions

Step 1: Create a new form

1. Click your Studio Name at the top
2. Select Edit Profile
3. On the left menu, click Questionnaire Forms
4. Click Add New Form
5. Give your form a name and description (e.g. “Health Questionnaire”)
6. Click Save

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Step 2: Add questions to your form

1. Find your form in the list and click View/Edit Questions
2. Click Add Question
3. Enter your question (e.g. “Do you have any medical conditions?”)
4. Choose Multiple Choice (Yes/No) or other format
5. If you want clients to explain their answer, toggle Display Description ON
6. Click Save
7. Repeat for each question

✅ Tip: Drag and drop questions to rearrange the order, then click Save Order.

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Step 3: Link the form to client sign-up

1. Click your Studio Name > Account Settings
2. Select Configuration
3. Find Client Sign-Up Fields (Client Mode) and click the pencil icon
4. Go to the Forms tab
5. Toggle your form ON and set it to Mandatory if needed
6. Click Save

📩 The form will be automatically sent via email after the client purchases a membership or pack.

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Expected outcome

Once the form is live and linked, any client who signs up and makes a purchase will receive the form via email. If marked mandatory, they’ll be required to complete it before accessing services.

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FAQs

Q: Can I use forms for all clients or only new ones?

A: Forms are sent at time of purchase — so you can use them for both new and existing clients who buy something new.

Q: Can I make some questions optional?

A: Yes — use the Display Description setting to let clients expand only if needed.

Q: Where can I see completed forms?

A: Completed forms are stored in the client’s profile under their Forms tab.

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Still need help?

Reach out to our support team via [email protected]