--- title: "Course intake forms" slug: "course-signup-forms" updated: 2026-02-16T03:46:34Z published: 2026-02-16T03:46:34Z canonical: "support.bookingtimes.com/course-signup-forms" --- > ## Documentation Index > Fetch the complete documentation index at: https://support.bookingtimes.com/llms.txt > Use this file to discover all available pages before exploring further. # Course intake forms This feature is available on these plans ([view pricing](https://bookingtimes.com/prices)) **Kick Starter** **Nail & Scale** This article will detail how to setup course intake forms (course signup forms) for a course, which allows you to capture any extra required information from attendees **before** their course booking is confirmed. The general workflow is as follows: - Select the course to book the client into - The course signup form will be presented - Course booking is confirmed This article also outlines how this course signup form appears as attendees are added to the course from both an admin, and client perspective. ## Creating a course intake form This signup form can be done as you are creating a course as outlined in the [Adding a course](/v2/docs/adding-a-course) article, or added afterwards once you have created the course. The following steps will outline the latter option. ### Steps 1. Navigate to **Setup** > **Bookings** > **Services** ![image.png](https://cdn.document360.io/6926c75e-9b20-4216-bf9f-d7ca1df9c74f/Images/Documentation/image%28504%29.png) 2. Select the course you want to add a signup form to ![image.png](https://cdn.document360.io/6926c75e-9b20-4216-bf9f-d7ca1df9c74f/Images/Documentation/image%28515%29.png) 3. Click **Manage Course Intake Forms** to create a NEW form. Otherwise choose an existing form from the drop down menu. ![](https://cdn.document360.io/6926c75e-9b20-4216-bf9f-d7ca1df9c74f/Images/Documentation/image-OGFV786I.png) 4. Click **Add intake form** ![](https://cdn.document360.io/6926c75e-9b20-4216-bf9f-d7ca1df9c74f/Images/Documentation/image-RRBDHU3V.png) 5. Enter in a ***Form Name*** and ***Description*** 6. Click **Save** (this will trigger the next step to appear) 7. Click **Edit Form** link ![](https://cdn.document360.io/6926c75e-9b20-4216-bf9f-d7ca1df9c74f/Images/Documentation/image-P5E0K480.png) 8. Create your course signup form by dragging and dropping fields onto the central panel to add them 1. Enter field details on the right 2. Drag fields off the form to remove them 9. Click **Save** ![](https://cdn.document360.io/6926c75e-9b20-4216-bf9f-d7ca1df9c74f/Images/Documentation/image-TUZLBR5L.png) 10. Go back to the course (steps 1 and 2), scroll down to ***Course Intake Form* a**nd select the course signup form that you just created from the dropdown list 11. Click **Save** --- ## Adding attendees with a course signup form as an admin This section will outline how the course signup form appears when attendees are added. First follow the steps in as outlined in the [Managing course attendees](/v2/docs/manage-course-attendees) article, and the following steps follow on before a client finalises their attendance for a course. ### Steps 1. After a client has been selected to be added as an attendee for a specific course on the **Manage course attendee** page 2. The course signup form associated with the course will appear. Enter all the required data and click **Finish** ![Course 5 new attendee show signup form](https://cdn.document360.io/6926c75e-9b20-4216-bf9f-d7ca1df9c74f/Images/Documentation/Course%205%20new%20attendee%20show%20signup%20form.png) 3. The course signup form now appears on the course booking for the attendee that was added under the **Form** tab ![Course 6 new attendee confirmed](https://cdn.document360.io/6926c75e-9b20-4216-bf9f-d7ca1df9c74f/Images/Documentation/Course%206%20new%20attendee%20confirmed.png) --- ## Adding attendees with a course signup form as a client This section will outline how the course signup form appears when a client books in for a course. **Note**: Client can either log in first, or navigate to the course they book into and log in later. - This flow assume the client logs in first. - If they don’t, it will ask them to log in after they have completed the course signup form. ### Steps 1. Client logs in and click on **Courses** menu item and select the course to book into ![](https://cdn.document360.io/6926c75e-9b20-4216-bf9f-d7ca1df9c74f/Images/Documentation/image-UUZZ3NW9.png) 2. The course signup form associated with the course will appear. Enter all the required data and click **Next** ![](https://cdn.document360.io/6926c75e-9b20-4216-bf9f-d7ca1df9c74f/Images/Documentation/image-YKO9VZOZ.png) 3. After the course signup form has been completed, they will be prompted for payment 1. If the client hasn’t logged in, they will be prompted to log in first, and then prompted for payment ![](https://cdn.document360.io/6926c75e-9b20-4216-bf9f-d7ca1df9c74f/Images/Documentation/image-BY1N0U1D.png) 4. Course booking confirmation appears ![](https://cdn.document360.io/6926c75e-9b20-4216-bf9f-d7ca1df9c74f/Images/Documentation/image-67DR2QNE.png)