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This guide covers everything you need to build forms in CoachIQ — from quick template setups to fully custom builds.
Where to find Forms: Tools → Forms → + Create Form

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Start with a template or blank form

When you create a new form, you choose your starting point:
Form Templates
Start with a template, then customize. It’s faster than building from scratch, and you can add, remove, or edit any field.

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The form builder interface

Once inside the builder, you’ll see three areas:
Form Builder Example
Top bar options:
  • Settings — Button colors, multiple response toggle
  • Connections — Add products, schedulers, or require login
  • Responses — View submissions (after publishing)
  • Share — Get your form link
  • Update Form — Save and publish changes
If you keep editing while a save is still finishing (for example, turning on Last or Phone right after clicking Update Form), your changes stay on screen and the builder shows that there are unsaved changes. Click Update Form again to save them. Long form names wrap onto more lines in the left panel instead of being cut off.

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Field types reference

Fields are organized into 5 categories. Click a category icon in the center panel to see available fields.

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Contact Info fields

Pre-built fields designed for athlete and parent data. When you require login/signup (in Connections), these fields sync to the athlete’s profile in People.
Profile sync only works when Login/Signup is required. Without it, Contact Info fields capture data but don’t automatically connect to People profiles.

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Custom Field — map to your People custom fields

The Custom Field option (at the bottom of the Contact Info category) lets a form write to your organization’s People custom fields — the same custom fields on an athlete’s profile in People, like “Started Training” or “Child Name”.
  1. In the form builder, open the Contact Info category and select Custom Field.
  2. In the Custom Field dropdown, choose which custom field to map to (e.g., “Child Name”).
  3. Toggle Required? if the answer is mandatory.
With Login/Signup required, the athlete’s answer writes straight to that custom field on their People profile — so an onboarding form can fully populate a new athlete’s custom fields, the same way the waiver field connects to the Waivers tab.

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General fields

Content elements that add structure and context to your form — not questions.

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Choices fields

Pre-built selection questions.

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Custom fields

Build your own questions with these input types:

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Templates category

This shows the same template options from form creation — useful if you started blank and want to reference a template’s structure.

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Build a form step-by-step

1

Create a new form

Go to Tools → Forms and click + Create Form. Choose a template or start blank. Give your form a name.
2

Add fields

Click a category in the center panel, then click a field to add it. The field appears in your left sidebar and right preview.For custom fields, you’ll see a modal to configure:
  • Field type (Text, Select Box, etc.)
  • Label (the question text)
  • Default value (optional)
If you create a new custom field and only fill in its title, that title becomes the question on the form. If an older question shows as “Text”, type the question title on the form and click Update Form to fix it.For checkbox, choice, dropdown and terms questions, give every option a label. An option without one still saves the answer, but Responses can only show it as “Option 1”, “Option 2” (or “Waiver 1” for a waiver). A question needs at least one option, so removing the last one shows “At least one option is required.”
The Label is what appears in responses. The field’s Label is the column title in Responses and exports and the name automations see. A Heading placed above a field is display-only and is not connected to it. If you put the question in a Heading and example text such as “EX: John” in the Label, your responses show “EX: John” as the question. Put the question in the Label and use the default value for example text.
3

Reorder fields

Drag fields in the left sidebar to change their order. The preview updates automatically.
4

Set required fields

Click a field to select it, then mark it as required. Required fields show an asterisk (*) and must be completed to submit. For a waiver question, Required is in the question’s settings menu, like other questions, and shows clearly whether it’s on or off. The asterisk on the waiver prompt hides while you edit the prompt and comes back afterwards.If every question on a standalone form is optional, someone who submits it completely blank sees “Answer at least one question before submitting.” and nothing is saved. Answering any one question is enough. Forms connected to a product or session still let buyers skip optional questions and continue to checkout or booking. To make sure a question is always answered, mark it required.
5

Add headings and instructions

Use Heading fields to create sections (e.g., “Athlete Information”, “Parent/Guardian Details”). Use Plain Text to add instructions or context. Neither is a question: headings and plain text never appear in responses, and they do not label the field beneath them.
6

Preview your form

Click Preview to see what respondents will see. With Login/Signup on, Preview shows the real sign-in step: Email first, then First, Last and Phone as a new person would see them, using the fields you turned on. If the form allows submission without login, all of those fields show together on one step, like the live form. Preview never creates a person or sends anything.
7

Save and publish

Click Update Form to save. Your form is now live and ready to share.

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Customize form design

Match your form to your brand using the Settings menu: If you leave the button colors unset, the form uses your app’s theme color. The builder and Preview show that same color, so what you see matches what athletes see.
Use your brand colors. If your CoachIQ website uses a specific color scheme, match your form buttons for a consistent experience.
Forms Example

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Form settings

Access these in the Settings dropdown:

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Multiple responses

  • ON — Same person can submit the form multiple times
  • OFF — One submission per person (requires login). When the person submits again, their response is updated: Responses keeps a single row with their latest answers, even after you add, rename or remove questions. If you delete their response, their next submission starts a new row. A parent who resubmits a form for a child also keeps a single row.
Use cases:
  • ON: Feedback forms, session check-ins
  • OFF: Registration forms, waivers (one per athlete)

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Duplicate a form

  1. Open Tools → Forms and find the original form.
  2. Hover over its row to reveal the actions on the right. Choose Duplicate form, the overlapping-squares icon.
  3. Open the copy, update its name for the new camp or season, and review its questions and connections before sharing.
Form row with the duplicate icon followed by public-link, edit, and archive actions
Duplication copies the current questions, choices, and settings. The copy starts with zero responses; submissions stay with the original form. Review the copied questions and connections before sharing it for a new season or camp. Editing questions does not erase historical answers. Removed questions and choices remain readable in past submissions, while questions added later are blank on those earlier submissions. See Managing response history.

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Archiving and restoring a form

When a form has run its course (last season’s registration, a closed camp), archive it instead of deleting it. Archiving keeps every past submission and takes the form out of circulation.
1

Archive it

Go to Tools → Forms, hover over the form’s row, and click the archive icon on the right (next to the share and edit icons).
2

Find it later

Switch the Show filter at the top of the list from Active to Archived. Archived forms can be opened, viewed, and edited from there.
3

Restore it

Open the archived form and restore it. It moves back to the Active list and its links and embeds work again.
What archiving does:
  • Stops the form from accepting submissions on any live page or link, so an old form cannot keep quietly collecting responses
  • Keeps the form, its settings, and all of its responses
  • Is reversible at any time
Full details, including what happens to shared links, are in Sharing forms → Archiving a form. Deleting a form is permanent and removes its responses; export first if you must delete (see Responses & Automations).

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How connections add pages

When you add Products, Schedulers, or Login/Signup via the Connections menu, each becomes a separate page in the form flow:
This is the only way to create multi-page forms. There’s no manual page break option — the pages come from connections you add.
With Login/Signup enabled, anyone who enters an email that already has an account is asked to sign in mid-form. That is expected. See What Returning Visitors See for exactly what they see and what to tell them.
The phone field on the Login/Signup page defaults to +1 with a country selector, so a US number typed without a country code is saved correctly. Numbers typed with dashes are accepted.

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Form building tips

Every additional field reduces completion rates. Ask only what you need. You can always collect more info later.
Start with simple fields (name, email) before asking longer questions (goals, experience). This builds momentum.
For longer forms, break content into clear sections: “Athlete Info”, “Parent Info”, “Training Preferences”. Makes scanning easier.
Always preview your form. Check that required fields are marked, questions make sense, and the flow feels natural.
Consistent colors build trust. If athletes click a form link from your site, it should feel like the same experience.

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What you can’t do (yet)

  • Conditional logic — Can’t show/hide fields based on answers
  • Manual page breaks — Multi-page only comes from connections
  • Save partial responses — Respondents must complete in one session

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Next steps

Collect Payments & Bookings

Add products and schedulers to your forms

Share Your Forms

Get your link, embed on your website, and configure completion actions

Product Overview

Understand the products you can connect to forms for payment collection

Creating Your First Scheduler

Build a scheduler to embed in your form flow for session bookings

What Are Automations?

Trigger automated actions when forms are submitted

People Overview

See how form submissions connect to athlete profiles when login is required