NEW INQUIRY
Make the first
hello easy.
Collect contact details and training goals. Keep a simple inquiry form open without requiring an account.
Contact details · Goals · QuestionsMore than answers.
A clear next step.
Collect the details. Connect a payment or a booking.
Give every inquiry and registration somewhere to go.
YOUR BRANDIllustrative form
Let’s get you started.
A few details before your first session.
Athlete nameJordan Morgan
Training goalBuild confidence and consistency
Continue
Choose what comes next
One connected flow.
Add the steps your form needs.
DetailsAccountPaymentBookingComplete
Try toggling a step · Illustrative flowBuilt for the way you coachFrom first inquiry
From first inquiry
to first session.
Start with the job you need the form to do.
01 / Capture interest
Make the first
Details providedAgreement accepted
REGISTRATIONKnow the athlete
before they arrive.
Gather registration details and waiver acceptance. Require login to connect the submission to their profile.
Registration · Intake · Waivers9:0010:3012:00
NEXT SESSIONDetails, payment,
and a time to train.
Connect a product and scheduler so clients can complete each step in the same form flow.
Trial fees · Camp payments · BookingsMake it your ownThe questions you need.
The questions you need.
The experience you want.
Build the form, choose its connections, and share it where your clients already find you.
Frontend interface mockup
Put the answers to workA response can
A response can
start a relationship.
Use an answer to choose an automation’s next step. Add a relevant tag or send a more useful follow-up.
Explore Automations Personalized automations require Login/Signup on the form.EXAMPLE ANSWER
How did you hear about us?
Instagram
WHEN THE ANSWER MATCHESAdd “Instagram Lead” tag
THENSend your welcome message
A few practical detailsForms questions,
Forms questions,
answered.
Clear expectations for your clients and your team.
Can a form collect payment and book a session?+
Yes. Connect an existing product and scheduler. Clients complete the form fields and then the connected steps, including login if required, payment, and booking. A form supports one connected product and one scheduler.
Do people need an account to submit a form?+
Not for a simple inquiry form. Enable Login/Signup when you want submissions linked to a People profile or want personalized automations to run.
Can I require waiver acceptance?+
Yes. Use a waiver agreement in your form and require login when the signed waiver needs to be tied to a specific athlete’s profile.
Where can I share my forms?+
Embed a form on your CoachIQ website, share its direct link, or send it through Inbox. You can also use the supplied embed code on an external website.
Can different answers trigger different follow-ups?+
Yes. Form Submitted automations can compare an answer in their conditions and use answers in messages. This is different from showing or hiding questions inside the form: form questions still follow a fixed order.
Can I review and export responses?+
Yes. Open Responses to review individual submissions and export them to CSV. Past answers stay readable if you remove a question; newly added questions are blank on older submissions.
From filled out to followed through
Turn the next submission
Turn the next submission
into the next step.
See how forms connect to the rest of your coaching business.
