Collecting Payments & Bookings

Add products and schedulers to your forms so athletes can register, pay, and book — all in one seamless flow.

Forms become powerful when you connect them to payments and scheduling. Instead of collecting info, then sending a payment link, then asking them to book — do it all in one step.

Where to find connections: Open any form in the builder → click Connections in the top bar

How connections work

When you add a Product, Scheduler, or Login/Signup to a form, each becomes a separate page in the submission flow:

Form Fields → Login/Signup → Payment → Booking → Complete

The athlete fills out your questions first, then proceeds through each connected page before finishing.

You control which connections to add. A simple lead form might have none. A camp registration might have all three.

Adding a product (collect payment)

Use this when you want to collect a fee during form submission — registration fees, deposits, camp payments, or trial session charges.

1. Open your form

   Go to Tools → Forms and click on the form you want to edit.

2. Click Connections

   In the top bar, click Connections to open the connections menu.

3. Select a product

   Choose the product you want to attach. This must be a product you’ve already created in Payments → Products.

   The product name, price, and description will display to the athlete during checkout.

4. Save your form

   Click Update Form to save. The payment page is now part of your form flow.

What the athlete sees

After completing your form fields:

1. They’re taken to a payment page
2. They see the product name, description, and price
3. They enter payment details
4. After payment, they continue to the next step (or completion)

Create a dedicated product for each form use case. Instead of a generic “Registration Fee”, create “Summer Camp 2025 Registration” — clearer for athletes and easier for you to track.

Adding a scheduler (book a session)

Use this when you want athletes to book a session as part of the form flow — common for evaluation bookings, trial sessions, or onboarding.

1. Open your form

   Go to Tools → Forms and click on the form you want to edit.

2. Click Connections

   In the top bar, click Connections to open the connections menu.

3. Select a scheduler

   Choose the scheduler you want to embed. This must be a scheduler you’ve already created in Schedule → Schedulers.

4. Save your form

   Click Update Form to save. The booking calendar is now part of your form flow.

What the athlete sees

After completing previous steps:

1. They see an embedded calendar with your available times
2. They select a date and time
3. After booking, they continue to completion

Requiring login/signup

Use this when you want form submissions tied to athlete profiles in your People list.

1. Open Connections

   In your form builder, click Connections in the top bar.

2. Enable Login/Signup

   Toggle on the login/signup requirement.

3. Save your form

   Click Update Form to save.

What this enables

With Login/Signup OFF	With Login/Signup ON
Anyone can submit anonymously	Athlete must create account or log in
Data captured but not linked	Data syncs to their People profile
Can’t see submission on athlete profile	Form appears in their activity history
No identity verification	You know exactly who submitted

For waivers, always require login. You want the signed waiver attached to a specific athlete’s profile — not floating anonymously in your responses.

Common connection combinations

Lead capture form

Connections: None

Just collect info. No payment, no booking, no account required. Keep the barrier low for first contact.

Trial session registration

Connections: Login/Signup + Product (trial fee) + Scheduler

Athlete creates account → pays trial fee → books their session. You get a qualified lead with payment commitment and a booking on your calendar.

Camp registration

Connections: Login/Signup + Product (camp fee)

Athlete creates account → pays camp fee. No scheduling needed since camp dates are fixed. Their registration is tied to their profile.

New athlete onboarding

Connections: Login/Signup + Scheduler

Athlete creates account → books first evaluation. No payment at this stage — you’ll charge after the eval or via a separate product.

Waiver collection

Connections: Login/Signup only

Athlete creates account → completes waiver. The signed waiver attaches to their profile. No payment or booking needed.

Viewing connected transactions and bookings

Payments

When an athlete pays via a form:

• Transaction appears in Payments → Transactions
• Shows the product, amount, athlete, and timestamp
• Links to the form submission

Bookings

When an athlete books via a form:

• Session appears on your Calendar
• Shows in the athlete’s booking history
• Links to the form submission

Form responses

All submissions (with or without connections) appear in your form’s Responses tab.

Tips for connected forms

Create products before building the form

You can only connect existing products. Build your registration fee or camp product first in Payments → Products, then add it to your form.

Create schedulers before building the form

Same logic — you can only connect existing schedulers. Set up your availability and scheduler first.

Test the full flow yourself

Before sharing, submit your own form. Go through every page — fields, login, payment (use test mode if available), and booking. Experience what your athletes will experience.

Keep form fields minimal when adding connections

Each connection adds a page. If your form already has 15 fields plus payment plus booking, that’s a lot of steps. Consider what’s truly essential.

Use login for any form you want tracked

Anonymous submissions work, but you lose the profile connection. For anything beyond casual lead capture, require login.

What you can’t do

• Make payment optional — If a product is connected, payment is required to submit
• Add multiple products — One product per form
• Add multiple schedulers — One scheduler per form
• Skip connection pages — Athletes must complete each connected step in order

Next steps

Share Your Forms

Get your link, embed on your website, and configure what happens after submission

Responses & Automations

View submissions, export data, and trigger automated actions