Use a form as your coaching application
Swap a coaching product's built-in application or intake questions for a form made on the Forms page, asked one question at a time in your store's look.
Open your coaching product's Coaching step. Under Applications, turn on People apply first, then pick a form in Application form. Apply on your page now opens that form, one question at a time. The product still decides what happens after.
Use your own questions in a form
- 01
Move them in one click
In Application form, click Move my questions to a form. Your questions become a form and go live right away. Answers people already gave still line up.
- 02
Or start fresh
Click Create one. Eden makes a draft from the starter questions and opens it. Edit it, then click Publish. Back to product returns you to the Coaching step.
- 03
Or pick one you made
Pick any application from Forms in the Application form list.
The intake works the same way. Use Intake form under Before the first call. Clients open it from Answer the questions after they pay, and their answers land where intake answers always do.
Decide who gets a call
Under How it decides, pick one:
| Option | What happens |
|---|---|
| I review each one | Applications wait in Clients. You approve, invite to a call, or decline, as before. |
| Let the score decide | At or above Score that gets a call, they're invited to your sales call right away. Under it, they see your not a fit offer. |
Set points on answers in the form to build the score. Without a sales call set up, applications wait for you instead.
To turn people down on the spot, open the form, pick an answer, and tick Not a fit (declines on the spot and shows your offer).
Good to know
- A form belongs to one product. Picking one that another product uses asks you to Move it here.
- An attached form has no results of its own. An application always asks for a name and email; an intake form never does.
- It doesn't count toward your 3 forms on Starter.
- Your own questions stay as a backup. They come back if the form is closed, deleted, or set back to My questions below.
- A draft form does nothing until you publish it.
Sell coaching
Sell coaching, consulting, or any high-ticket offer, with applications, calls on your own scheduler, and a private space for each client.
Use an application to qualify leads
Score each applicant's answers. Good fits book a call, others get a better first step, or you review each one by hand.
Collect answers with a form
Ask clients, buyers, or your audience a few questions one at a time, in your store's look. Answers save to your store and export as CSV.
Email us. A real person reads every message.
Tell us what you tried and where you got stuck. We answer within one business day.
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