Add a Product to a Form

How to Add Payment Steps to Forms in CoachIQ

Introduction

Integrating payment options directly into forms is a powerful feature in CoachIQ that allows for seamless transactions during registrations for camps, clinics, or rentals. This guide will walk you through the process of adding a payment step to a form, enhancing the efficiency of your operations and providing a smooth experience for your users.

Step-by-Step Guide to Adding Payments to Forms

1. Access Forms:

   • Navigate to the Forms section within CoachIQ where you manage your registration forms and other informational collectibles.

2. Select a Form:

   • Open an existing form that you wish to enhance with a payment option. For this example, consider a form used for scheduling activities like pickup games.

3. Enable Payment Integration:

   • Within the form editor, click on Connections.

   • Toggle on the Product option to activate payment settings for the form.

4. Configure Payment Settings:

   • Once you enable product connections, a payment page will appear as part of your form.

   • Select the product you want to link to this form, such as a one-hour gym rental or a session fee.

   • By selecting a product, you ensure that the form cannot be completed without processing the linked payment.

5. Attach Products to Forms:

   • Choose the specific product that correlates with the form's purpose. This might be a registration fee for a camp or a rental fee for facilities.

   • Confirm the product addition to the form, thereby coupling the form submission directly with the purchase.

Benefits of Adding Payments to Forms

• Streamlined Transactions: Embedding payments into forms simplifies the process, ensuring that payments are made as part of the registration or booking process.

• Enhanced User Experience: Users enjoy a seamless interaction, as they can fill out forms and make necessary payments in one go.

• Efficient Management: Integrating payments with forms helps in managing registrations and payments simultaneously, reducing administrative overhead.

Best Practices for Form-Based Payments

• Clear Instructions: Ensure that the form clearly indicates that a payment is required to complete the process. This transparency helps in managing user expectations.

• Secure Payments: Always reassure users that their payment information is handled securely to build trust.

• Test Before Launching: Always test the payment integration thoroughly to ensure that the form and payment process work seamlessly together before making it live.

Conclusion

By following these steps, you can effectively add a payment step to your forms in CoachIQ. This integration not only enhances the functionality of your forms but also provides a convenient and efficient way for your clients to register and pay for your services. Whether for camp registrations, clinic sign-ups, or equipment rentals, payment-enabled forms streamline the process, making it easier for both you and your clients.