What Are AI Forms?
AI Forms let you create fully customizable forms for onboarding, check-ins, assessments, contracts, and more.
You can build unlimited forms, include unlimited pages, and mix 20 powerful element types.
Key Features:
Unlimited forms
Unlimited pages
20 elements
Skip Logic (conditional navigation)
Auto-Advance
Field Mapping (auto-update client profiles)
Placeholders for dynamic date/time
E-signatures
File uploads
No coding required
Drag-and-drop form builder
Form Structure
Pages
Forms can be:
Single page – Quick forms with 3–5 questions
Multi-page – Best for onboarding, assessments, long questionnaires
When to use single page:
Fast check-ins
Short surveys
When to use multi-page:
Onboarding
Assessments
Progress reviews
Contract forms
Pro Tip: Keep each page to 3–5 questions for better completion rates.
All 20 Form Elements
Below are all element types grouped by category.
TEXT ELEMENTS
Heading
Displays large section headers.
Use for:
Page titles
Section breaks
Form intros
Configuration:
Heading size (H1, H2, H3)
Text alignment
Bold / Italic / Underline
Paragraph
Displays text and supports advanced features.
Use for:
Instructions
Agreements
Terms
Explanatory text
Formatting:
Bold / Italic / Underline
Alignment
Advanced Paragraph Features
1. Date & Time Placeholders
Type / to insert:
Placeholder | Output Example |
| 11/23/2025 |
| 23rd of November 2025 |
| November 23, 2025 |
| 3:15 PM |
| 11/23/2025, 3:15 PM |
| 2025 |
Example:
This agreement is made on ###{{current_date_full}}2. Fillable Fields
Type / → choose Fillable Field.
Use for:
Contracts
Waivers
Agreements
Signature name fields
Example:
I, ____________ (Client Name), agree to the terms above.
INPUT ELEMENTS
Short Answer
Single-line text input.
Best for:
Names
Occupation
Social handles
Short responses
Settings:
Placeholder
Required
Min/max length
Number Input
Numeric input with validation.
Best for:
Weight
Age
Body fat %
Reps, sets, hours
Settings:
Unit (lbs, kg, %, etc.)
Min/max
Decimal step
Field Mapping Supported
Can auto-fill:
Starting Body Weight
Goal Weight
Starting Body Fat %
Unit conversion handled automatically.
Date Input
Allows choosing a date.
Best for:
Birthdate
Start date
Goal date
Settings:
Date format
Min/max date
Long Answer
Multi-line text input.
Best for:
Medical history
Challenges
Open-ended reflections
Detailed explanations
CHOICE ELEMENTS
Single Choice (Radio Buttons)
Choose ONE option.
Best for:
Yes/No
One-answer questions
Goal selection
Status selection
Advanced Features for Single Choice Element only:
1. Auto-Advance
Automatically moves to next page when option selected.
Use when:
Only one question on the page
You want fast navigation
Not recommended when:
Other questions exist on same page
2. Skip Logic
Conditional page navigation.
Examples:
"Do you have any injuries?"
Yes → Injury assessment page
No → Next normal page
Each option can jump to a different page. For this to work you need to make sure there are multiple pages on your form.
3. Field Mapping
Map choices to:
Goal (Weight Loss, Muscle Building, etc.)
Compliance Status (Active, Vacation, Injury, Sick, etc.)
Multiple Choice (Checkboxes)
Choose multiple options.
Best for:
Available training days
Equipment owned
Preferences
Dietary restrictions
Choice Grid (New)
A matrix/grid where each row has the same set of single-choice column options.
Best for:
Rating multiple items on the same scale (e.g., "Rate your energy, sleep, stress on a scale of 1-5")
Comparing preferences across categories
Likert-scale surveys
Checkbox Grid (New)
A matrix/grid where each row allows selecting multiple column options (checkboxes instead of radio buttons).
Best for:
Selecting multiple attributes per category (e.g., "Which supplements do you take on each day?")
Availability scheduling (days vs. time slots)
Multi-select comparisons
Ranking
Drag items into order.
Best for:
Priority lists
What matters most
Preference ranking
RATING ELEMENTS
Star Rating
1–10 star visual rating.
Use for:
Weekly rating
Energy
Mood
Satisfaction
Slider
Draggable scale.
Use for:
Hunger
Motivation
Soreness
Stress level
Opinion Scale
Number scale (e.g., 1–5 or 1–10).
Use for:
Agreement
Frequency
Likelihood
Satisfaction
CONTACT & LEGAL
Contact Details
Collects structured contact info:
First name
Last name
Email
Phone
Address
Supports pre-filled fields and locked fields.
E-Signature
Electronic signature element.
Use for:
Contracts
Waivers
Consent forms
Signature includes timestamp automatically.
MEDIA & FILES
Image
Displays your own images.
Use for:
Branding
Logos
Instructional images
Note: Clients cannot upload images with this element.
File Upload
Allows clients to upload files (up to 50 MB).
Use for:
Progress photos
Medical documents
Meal photos
Form videos
Supports images, videos, PDFs, etc.
HTML Embed
Embed external content:
Examples:
YouTube
Vimeo
Wistia
Calendly
Divider
Horizontal line to separate sections.
Advanced Single Choice Summary
Feature | Description |
Auto-Advance | Moves to next page instantly |
Skip Logic | Branch to different pages |
Field Mapping | Auto-updates goal/status |
These make Single Choice the most powerful form element.
How to Build a Form
1. Create the form
Go to AI Forms → Create New Form → Name your form.
2. Add pages
Use 3–7 pages for longer forms.
3. Add elements
Drag any of the 20 elements into the page.
4. Configure elements
Write clear questions
Set required fields
Add mapping
Add skip logic
5. Preview
Use Preview to test navigation, skip logic, page flow.
6. Publish
Share with clients or assign via AI Check-Ins or Automations.
Design Best Practices
Break long forms into pages
Group related questions
Use headings & dividers
Make mapped fields required
Keep wording simple
Test on mobile
Use skip logic for branching
Add placeholders for contract dates
Example Form Templates
1. Weekly Check-In (Simple)
Rating (week score)
Number input (current weight → mapping)
Single choice (status → mapping)
Long answer (wins/challenges)
2. Onboarding (Multi-Page)
Page 1 — Contact Info
Page 2 — Current Stats (with mapping)
Page 3 — Goals (with mapping)
Page 4 — Medical History
Page 5 — Agreements + Signature
3. Injury Screening
Single choice → Skip Logic to injury page or normal page.
Frequently Asked Questions
Q: Unlimited forms?
Yes — create as many as you want.
Q: Can I reorder pages?
Yes — drag to reorder.
Q: Can clients upload images or videos?
Yes — use File Upload (max 50MB).
Q: Does skip logic work with multiple choice?
No — skip logic/conditional logic works only with single choice element at the moment and shows up only if you forms contain more than 1 page.
Q: Can I use placeholders anywhere?
Only in Paragraph elements.
Q: Does mapping overwrite client data?
Yes — newest submission replaces old values.
Q: Save & resume later?
Not supported yet.