Create Custom Forms

The latest Offering Tree update allows you to create and customize two distinct types of forms: Client Intake Forms and Lead Generation Forms. This guide provides actionable steps for creating and utilizing both within your business.

1. Client Intake Forms

Client intake forms are typically connected to a specific offering or appointment and are used to gather necessary client information during the booking and checkout process. They are powerful because you can link the answers directly to your custom client fields. Available on Pro Plan and higher.

How To Create

1. Start the Form: Navigate to your Custom Forms area within Contacts and click Add to start a new form, or click Edit Form on an existing one.
2. Define the Form:
   • Set a Name (for internal reference).
   • Add an optional Display Name (what clients see).
   • Provide a Description for clients to understand the form's purpose.
3. Build Your Questions:
   • Click Add question to start adding fields.
   • Select the Type of Field you need (e.g., Date, Text Area, Multiple Choice, Text Field, Number, etc).
   • Connect to Custom Fields (Optional): If you are collecting information that corresponds to an existing Custom Field (like a Date of Birth), map the question to that custom field. The data will automatically populate the client's record upon submission.
4. Set Submission Action: Decide what happens after a client submits the form:
   • Redirect them to a custom page.
   • Set a simple confirmation Message that will show up on the screen.
5. Connect to Offerings: Select the specific appointments or offerings this form should be required for.
   • You can select specific offerings (e.g., an "Intro Appointment" or a single class).
   • You can also connect it to all different sessions if it's a general intake form.
6. Set Frequency: Determine when the client must complete the form:
   • At the first booking of that offering.
   • Always request this to be filled out every time they book that type of offering.
7. Finalize: Use the Preview function to see what your clients will experience during checkout. If satisfied, click Save.
8. See responses from the Contact > Custom Forms > Edit > See Form Responses or in the contact's Client Activity or under Forms in the Contact's profile.

Important Information: Intake Forms will also show up on the roster as well, and if they are missing a form. If someone signs up with a guest, the guest will be sent an email (if an email is provided) to fill out the intake form. If they don't fill it out, it will show up as missing on the roster.

2. Lead Generation Forms

Lead generation forms are standalone forms primarily used for gathering new leads (e.g., newsletter sign-ups) or specific client inquiries (e.g., studio rental requests). They are designed to be embedded directly into your website pages. Available on Pro Plus Plan and higher.

How to Create:

1. Start the Form: Click Add or Edit Form in the Lead Generation section.
2. Define the Form: Give it a Name and set a Description.
3. Fields:
   • Name and Email are standard mandatory fields for easy communication.
   • You can add a Phone Number field and choose whether it is optional, required or not required.
   • Add any other questions using the same field types as the intake form (e.g., Date and Time, Multiple Choice).
   • You can also map fields to custom fields if you need to link the collected data to client profiles.
4. Save: Click Save. The form is now ready to be embedded on your site.

3. Embedding the Lead Generation Form on a Page

Once created, you can easily embed your Lead Generation Form onto any of your pages using the Page Builder to create a landing page or sign-up form.

How to Embed a Lead Generation Form:

1. Access Page Builder: Go to the page where you wish to embed the form.
2. Add Element: Click the plus sign (+) to add a new section or element.
3. Select Form Style: Scroll down and choose one of the available Lead Generation Form styles (e.g., a style with an image, text-only, or an image in the background).
4. Configure the Element:
   • Click the pencil icon to edit the form element.
   • In the settings, Select that Form you created (e.g., "Rental Inquiry").
5. Customize Appearance (Optional):
   • Change and customize this section as any other templates on our page builders.
6. Review: All the questions you asked will appear in the page element. Preview the page on desktop, tablet, or phone to confirm the look before publishing.

Versatile Applications

These forms are highly versatile and can be used on any page, or even added to your store items for a quick quiz or questionnaire at the end of a course.

P.S. Join our Facebook group and connect with other OfferingTree users to share questions, offer ideas and insights, and support each other towards a more thriving wellness business.

Register to our monthly Skill Sparks to stay ahead of the curve! This is where we dive into all the new features and updates like Custom Forms feature we just covered. It's the best way to ensure your wellness business is always taking full advantage of the latest tools.