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Coaching Package Selection

Let clients choose a package, payment plan and start date without a back-and-forth email chain.

A ready-to-use booking & scheduling form for service businesses and practitioners: 13 questions, 1 page, 3 conditional rules.

Questions
13
Pages
1
Layouts
classic · card
Conditional rules
3
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Live preview and test console

This is the real form. Answer it to test the 2 conditional rules — nothing is sent or stored.

Coaching package selection

2 questions are hidden by conditional logic right now — change an answer above to reveal them.

Compliance checklist

Ready to publish
  • Payment items priced — passingEvery payment question charges a real amount, so a submission always records a payment.
  • Conditional logic resolves — passingEvery rule points at a question or page that exists in this template.
  • Legal text not required — passingThis template collects neither health nor regulated financial information.
  • Question labels unique — passingLogic and exports address questions by label, so duplicates are ambiguous.

What happens after submit: nothing is stored in this preview. On your own copy, every response triggers an instant email notification and lands in your response dashboard, ready to export or forward.

Happy with it? Take a copy into your workspace — every question, rule and setting comes with it.

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.

About this template

The moment between a good discovery call and a signed client is where most coaching revenue leaks, usually into an email thread about options. This form closes it. Packages are listed as concrete choices rather than described in prose, with the payment plan asked separately because instalments are the difference between a yes and a maybe for many clients. Choosing a payment plan reveals the instalment terms so nothing is a surprise on the second charge. Add-ons are checkboxes, which is the least pushy way to sell more. Session preferences and a start date make the booking real, and a deposit question converts intent into commitment. Anyone selecting the group programme sees a note about cohort dates, since group work cannot start whenever the client likes. Keep the package descriptions on the page beside the form so the choice is informed rather than guessed.

What this form asks

Every question is editable — rename it, make it optional, or delete it entirely.

Choose your package

  • Full namerequired
  • Email addressrequired
  • Packagerequired
  • Cohort start note
  • Payment preferencerequired
  • Instalment terms
  • Add-ons
  • Session frequencyrequired
  • Preferred day
  • Preferred start daterequired
  • Pay a deposit today?
  • Deposit amount
  • Accept terms and cancellation policyrequired

13 questions in total.

How the form changes as it's filled in

This template ships with 3 conditional rules, grouped into 3 behaviours driven by 3 questions. Everything below is already set up — edit or delete any rule once the template is in your workspace.

Driven by “Payment preference”

  • Reveals questions

    If “Payment preference” is Payment plan, the form reveals “Instalment terms”.

Driven by “Package”

  • Reveals questions

    If “Package” is Group programme, the form reveals “Cohort start note”.

Driven by “Pay a deposit today?”

  • Makes answers required

    If “Pay a deposit today?” is Yes, “Deposit amount” becomes required before the form can be submitted.

Set it up step by step

  1. 1

    Send it within an hour of the call

    Intent decays fast; a same-day link converts far better than a proposal document two days later.

  2. 2

    Show prices next to the form

    A selection form with hidden prices produces enquiries, not bookings.

  3. 3

    Offer instalments explicitly

    The payment plan option and its terms remove the most common reason for hesitation.

  4. 4

    Take a deposit

    A small deposit turns a stated start date into a real one.

Mistakes to avoid

  • Describing packages in a long email instead of listing them as selectable options.
  • Hiding the cancellation policy until after the first payment.
  • Letting group-programme clients pick any start date, then rescheduling them.

What it pairs with

Most teams don't run this form on its own. These are the forms and systems it sits next to.

What to do with the responses

Confirm the package and dates, take the deposit, and send the coaching intake form so session one starts prepared.

Works in both layouts

Browse classic templatesBrowse card templates

Forms that overlap this one

These pages cover the same subject ground as the coaching package selection, matched on the words people actually search for.

Privacy & compliance

This form takes money. Card details are handled by the payment provider and never stored in your response data — you keep the order details, not the card number.

Frequently asked questions

Should I take payment on this form?

A deposit, yes. Full payment for larger packages is usually better handled on an invoice with clear terms.

How many packages should I offer?

Three or four. More options measurably reduce the number of people who choose any of them.

What about cancellations?

The acceptance question records agreement to your policy; keep the policy text visible on the same page.

What follows this form?

The Coaching Intake Form, then the Coaching Progress Check-In once sessions begin.

Is the Coaching Package Selection template free to use?

Yes. You can preview and test Coaching Package Selection on this page without an account, and take a copy into your own HelloForms workspace on the free plan. There is nothing to install and no card required to publish it.

What does the Coaching Package Selection template ask for?

It asks 13 questions across 1 page, 7 of which are required. Every question is listed in full further down this page, and each one can be renamed, reordered, made optional or deleted after you copy the template.

Can I edit the Coaching Package Selection form after copying it?

Yes — the copy is entirely yours. Change wording, add or remove questions, switch between the classic and card layouts, restyle it to match your brand, and set who gets notified on each submission.

How does the conditional logic in this booking & scheduling form work?

3 conditional rules ship with the template: 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 rules are editable in the Logic tab.

Where do responses to the Coaching Package Selection form go?

Submissions land in your workspace under Submissions, where you can search, filter, label and export them to CSV or PDF. You can also email a notification to your team on every submission and send the respondent an auto-reply.

Can I embed the Coaching Package Selection form on my own website?

Yes. Publish the form and paste the embed snippet into any page or share the direct link. The embedded form resizes to fit its container and loads no advertising or marketing trackers inside the iframe.

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