What it does
An intake or discovery form splits into short pages, and lets people save and finish later with a link to their answers.
On Pro, take payment for a session or a package through your own Stripe account as the form is sent.
Confirmation emails go to the address they gave, and on Pro, AI replies send a personal first answer from your own notes.
How to start
- 1Start from the client onboarding or project discovery template
- 2Add your logo, colours and fonts
- 3Connect Stripe to take payment on Pro
- 4Share the link from your site or your email signature
The forms you’ll run
Every templatePick one and fill it in. These are the real templates, ready to use.
Before we start
Seven questions, about five minutes. There are no wrong answers.
7 questions · 2 pagesCoaching intake
A new client's goals, background and what success looks like, before the first session.
- 1 Questions
- 2 Practicalities
Goes well with
In the help centre
- 1 min readPartial responsesPeople who started and stopped, and what you can do about it.
- 1 min readTake a payment with a formPeople pay through your own Stripe account as they send the form, and the answers arrive once they have.
- 1 min readSend a confirmation to the respondentThe receipt people expect after filling something in.
Questions
Can clients pay when they book?
On Pro, a form takes payment through your own Stripe account, and the answers are kept once it's paid for.
Can a client finish the form later?
Yes. They can save their answers and get a link by email to carry on, on every plan.
Can the form look like my brand?
Yes. Your logo and colours on every plan; your own fonts, custom CSS and domain on Pro.
Other teams
Try it on your next form.
Free to start, with unlimited forms, responses and members. See what each plan includes on the pricing page.