Creating & Customizing Forms

Build professional intake forms, registrations, and waivers using templates or from scratch — complete field type reference included.

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

Start with a template or blank form

When you create a new form, you choose your starting point:

Option	Best for
Website Form	Lead capture on your site — simple contact info + “how did you hear about us”
Player Onboarding Form	New athlete intake — contact info, goals, experience, parent details
Camp Form	Event registration — attendee info, emergency contacts, t-shirt sizes
Onboarding Waiver	Liability agreements — terms display + agreement checkbox
Athlete Testimony	Collecting reviews — feedback questions + permission to share
Blank Form	Custom builds — start with nothing and add exactly what you need

Start with a template, then customize. It’s faster than building from scratch, and you can add, remove, or edit any field.

The form builder interface

Once inside the builder, you’ll see three areas:

Area	Purpose
Left sidebar	Your added fields in order — drag to reorder
Center panel	Field picker with 5 categories
Right panel	Live preview of your form

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

Field types reference

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

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.

Field	What it captures
Athlete First Name	Athlete’s first name
Athlete Last Name	Athlete’s last name
Athlete Email	Athlete’s email address
Athlete Phone	Athlete’s phone number
Athlete Age	Athlete’s age
Parent First Name	Parent/guardian first name
Parent Last Name	Parent/guardian last name
Custom Field	Maps to one of your org’s People custom fields (you pick which)

Profile sync only works when Login/Signup is required. Without it, Contact Info fields capture data but don’t automatically connect to People profiles.

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.

General fields

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

Field	What it does
Media	Embed an image or video
Heading	Add a section title (display only; it is not the label of the field below it)
Plain Text	Add instructions or descriptions
Upload File	Let respondents attach files (PDFs, images, etc.)
Description of Terms	Display legal text (for waivers)

Choices fields

Pre-built selection questions.

Field	What it does
Checkbox	Multiple selections allowed
Yes / No	Binary choice (two radio buttons)

Custom fields

Build your own questions with these input types:

Field	Best for	Example
Text	Short answers	”What position do you play?”
Phone	Phone number input; accepts numbers typed with dashes or spaces, and validates them	Secondary contact number
Text Area	Long answers	”What are your training goals?”
Checkbox	Multiple selections	”Which days work for you?” (Mon, Tue, Wed…)
Select Box	Single selection (dropdown)	“Experience level” (Beginner, Intermediate, Advanced)
Radio Buttons	Single selection (all visible)	“I am the…” (Parent, Athlete)
Country	Country selection	Pre-populated country dropdown

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)

   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.

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 the preview button to see exactly what respondents will see. Test the flow before publishing.

7. Save and publish

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

Customize form design

Match your form to your brand using the Settings menu:

Setting	What it controls
Button Color	Background color of the submit button
Button Text Color	Text color on the submit button

Use your brand colors. If your CoachIQ website uses a specific color scheme, match your form buttons for a consistent experience.

Form settings

Access these in the Settings dropdown:

Multiple responses

• ON — Same person can submit the form multiple times
• OFF — One submission per person (requires login)

Use cases:

• ON: Feedback forms, session check-ins
• OFF: Registration forms, waivers (one per athlete)

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).

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:

Page 1: Form fields (your questions)
     ↓
Page 2: Login/Signup (if enabled)
     ↓
Page 3: Product payment (if added)
     ↓
Page 4: Scheduler booking (if added)
     ↓
Complete

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.

Form building tips

Keep forms short

Every additional field reduces completion rates. Ask only what you need. You can always collect more info later.

Lead with easy questions

Start with simple fields (name, email) before asking longer questions (goals, experience). This builds momentum.

Use headings to organize

For longer forms, break content into clear sections: “Athlete Info”, “Parent Info”, “Training Preferences”. Makes scanning easier.

Preview before sharing

Always preview your form. Check that required fields are marked, questions make sense, and the flow feels natural.

Match your website branding

Consistent colors build trust. If athletes click a form link from your site, it should feel like the same experience.

What you can’t do (yet)

• Duplicate forms — Each form must be built individually
• 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

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

Related articles

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