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.

This flow is based on tested behavior in /app/leads/new, /app/leads/[id], and /f/[...path], including slug handling, validation, and lead creation.

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

Before you start

Sign in and confirm your trainer handle is set in /app/settings#handle.
Prepare a clean demo profile so branding is visible on shared form links.
Have one test email address ready to verify lead creation after submission.

Step 1: Open Leads and choose your lead form path

Go to /app/leads/new and confirm the page loads without handle warnings.

Use the starter template path for first setup. The Build Custom tab is currently marked Coming Soon, so use templates for now.

Create lead form screen in Simple PAR-Q. — Lead form setup starts in Leads > New Open Form, where your handle and template availability are validated.

Step 2: Set your form name, slug, and required fields

Enter a clear form name clients will recognize from your link and page header.

Set a URL slug. If you type symbols, the app sanitizes them, so check the final slug before publishing.

Confirm required contact fields and consent are enabled so submissions are actionable.

Lead form slug and core settings editor. — Slug validation and required field checks run before the form can be used publicly.

Step 4: Run one real submission through the public page

Open your /f/@handle/slug link in a clean browser tab and submit test data.

Confirm required-field and consent errors appear clearly if fields are incomplete.

After successful submit, verify the Thank You state appears and the submission is stored.

Public lead form completion view and validation state. — The public form route should show clear validation messages and a success confirmation state.

Step 5: Confirm the lead appears in your app and move to onboarding

Return to /app/leads/[id] and check the new submission row appears.

Use View Client from that submission row to open the created client record.

In /app/clients, confirm the record appears after converting the lead to Active.

Convert the lead to Active when you are ready to send onboarding paperwork.

Client list with new lead submission record. — Every valid lead form submission should create a trackable lead client record.

Common issues and fixes

Cannot create a lead form yet

Set your handle first in /app/settings#handle. Lead form URLs depend on your handle and creation is gated until it is configured.

Duplicate slug error

Choose a different slug. Slugs must be unique per trainer handle and are sanitized before save.

Submission failed with valid-looking input

Re-check phone and consent fields. The backend enforces stricter validation and may reject malformed contact data.

No responses coming through

Verify Accept Submissions is on in /app/leads/[id], then retest with 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 prospects at scale and onboarding forms to collect deeper data from known clients.