Help Centre Guide

How to Send Your First Lead Form

Create a public lead capture form, share it, and turn responses into qualified leads in your client pipeline.

A lead form is a public link you can share anywhere — your Instagram bio, website, or a QR code at your gym. When someone fills it in, they appear as a new lead in your client list, ready for you to follow up.

6 min readlead form for personal trainerpersonal trainer lead capture formhow to create a client intake lead form

Before you start

Sign in to your Simple PAR-Q account.
Set your trainer username in Settings so your form link looks professional. Go to Settings → Profile to do this before you create a form.
Have a test email address handy so you can try submitting the form yourself.

Step 1: Go to Leads and create a new form

Click Leads in the left-hand menu, then click New Form.

Choose a starter template to get going quickly. The custom form builder is coming soon, so templates are the way to go for now.

Create lead form screen in Simple PAR-Q. — Lead form setup starts in Leads → New Form. Choose a template to get started.

Step 2: Give your form a name and a link address

Enter a form name your clients will recognise — this appears at the top of the form they see.

Set your form's link address (for example, "spring-intake" or "new-client"). This becomes part of the link you'll share, so keep it short and easy to read.

Make sure the contact and consent fields are turned on so every submission gives you what you need to follow up.

Lead form name and link address settings. — Give your form a clear name and a short, readable link address before publishing.

Step 4: Try submitting the form yourself

Open your form link in a new browser tab and fill it in with test details.

Try leaving required fields blank first to make sure the error messages are clear.

Submit the form and confirm you see a thank you confirmation.

Public lead form with validation messages and success confirmation. — The form should show clear prompts if anything is missing and a confirmation message on successful submission.

Step 5: Check your new lead has appeared and take the next step

Go back to the form's detail page and check that the new submission has appeared.

Click View Client on that row to open the client record that was created.

Go to Clients to find the record. When you're ready to bring them on as a paying client, click Convert to Active.

Client list showing a new lead created from a form submission. — Every lead form submission creates a new record in your client list so you can follow up straight away.

Common issues and fixes

I can't create a lead form yet

You need to set your trainer username first. Go to Settings → Profile and save your username. Your form link is built around it, so it needs to be in place before you can create a form.

The link address I want is already taken

Each form needs a unique link address for your account. Try a slight variation — for example, "spring-intake-2025" instead of "spring-intake".

A submission failed even though the form looked complete

Check that the phone number is in a standard format and that the consent box has been ticked. Both are required for the submission to go through.

No responses are coming through

Open the form's detail page and check that Accept Submissions is switched on. Then try submitting a test response in a private browsing window.

Next actions

Send your first onboarding questionnaire next Open Leads workspace

Related guides

How to Onboard an Existing Client

Take a client already in your list through profile checks, onboarding invite, questionnaire completion, and review-ready status.

Lead Form vs Onboarding Form: When to Use Each

Use lead forms to capture new enquiries at scale and onboarding forms to collect deeper information from clients who are ready to start.