Coaching Package Selection — shared by the community

Who this template is for

Coaching Package Selection is built for service businesses and practitioners who need to confirm a date, a service and the details needed to prepare.

• Service businesses and practitioners working in booking & scheduling.
• Teams who need to confirm a date, a service and the details needed to prepare without writing code or paying for a custom build.
• Anyone replacing double bookings and no-shows from ambiguous requests with one structured record per enquiry.
• Respondents are clients booking time — the form asks them 13 questions across 1 screen.
• Mobile-heavy audiences, thanks to the one-question-per-screen card layout.

Why this form is useful

It removes the cost of double bookings and no-shows from ambiguous requests and turns each submission into a record your team can act on immediately.

• 7 questions are required, so submissions arrive complete instead of needing a follow-up email.
• It collects a verified email address so replies and confirmations land.
• It pins the request to a specific date.
• It allows multiple selections without free text.
• It captures a numeric value you can filter and sort on.
• Conditional logic hides 3 questions until they are relevant — shorter forms convert better than long ones.
• Every response is stored, searchable and exportable, so nothing depends on one person's inbox.

How to use this template

From copy to live form is a few minutes of work, and every step is reversible.

1. 1Press “Use this template” — a fresh copy of Coaching Package Selection lands in your workspace, ready to edit.
2. 2Rename or delete any question, and change what is required. Nothing here is fixed.
3. 3Open Notifications and add the email addresses that should be alerted on each submission; add an auto-reply to the respondent if the form collects an email address.
4. 4Publish it, then either share the link directly or paste the embed snippet into your site — the embedded form resizes to fit and loads no marketing or advertising trackers.
5. 5Watch responses land in Submissions, where you can filter, label and export them to CSV or PDF.

Logic and conditions blueprint

Exactly how this form behaves as it is answered — 3 conditional rules ship with it.

• Features advanced show logic: if “Payment preference” is Payment plan, the form dynamically exposes “Instalment terms”. Otherwise that question never appears.
• Features advanced show logic: if “Package” is Group programme, the form dynamically exposes “Cohort start note”. Otherwise that question never appears.
• Features conditional validation: if “Pay a deposit today?” is Yes, “Deposit amount” becomes mandatory before the form can be sent.
• All 3 rules are editable in the Logic tab, and the built-in checker warns about rules that contradict each other.