Loyalsnap Forms & Waivers lets your studio collect client information, health intake data, and consent directly through your portal — and automatically route submissions into client lists, trigger automations, or redirect clients to a confirmation page when they're done.
This article covers what Forms & Waivers can do and how all the pieces connect. For step-by-step guides on specific tasks, see the Related Articles at the bottom.
Forms & Waivers is an add-on feature and may not be enabled for your studio by default. Contact your Loyalsnap rep to get access.
What You Can Do with Forms & Waivers
Collect any client information you need. Build forms with text fields, dropdowns, checkboxes, radio buttons, and more. Use them for intake questionnaires, new client profiles, post-class surveys, event sign-ups, or any other structured data collection.
Route submissions to client lists automatically. When a client submits a form, Loyalsnap can add them to specific client lists based on their answers. For example: clients who select "Weight Loss" as their goal go to a "Weight Loss" list; clients who select "Stress Relief" go to a different one. You define the rules; Loyalsnap handles the routing.
Trigger automations on form submission. A form submission can fire a nurture automation so the moment a client completes your intake form, they automatically receive a welcome message, a follow-up sequence, or any other automation you've configured. This is set up in the Automations area of Loyalsnap, not inside the form itself.
Redirect clients after submission. When a client submits a form, you can redirect them to a confirmation page or any URL you specify. This is useful for booking links, offer pages, or a simple thank-you message.
How a Form Works End-to-End
Here's the full flow once a form is live:
- A client receives the form link (via text, email, or a direct URL you share)
- They fill it out and submit
- Loyalsnap evaluates your routing rules — if their answers match a rule, they're added to the corresponding client list
- If no rule matches, they're added to your fallback list (if you've set one)
- If you have a form submission automation configured, it fires automatically
- If you've set a redirect URL, the client is sent there after submitting
You don't have to use all of these features on every form. A simple intake form that just collects information — with no routing or automation — is completely valid.
The Four Things You Configure on a Form
Every form in Loyalsnap has four configuration areas:
1. Form fields: The questions and inputs your clients see. You can add, reorder, and customize field types, labels, and whether each field is required.
2. Submission routing rules: Define "When [field] [is] [value] → add to [list]" rules. Multiple rules can fire on a single submission, such as a client who matches three rules lands on three lists. A fallback list catches anyone whose answers don't match any rule.
3. Automation trigger: Configured separately in Automations. When you create or edit an automation, you can select a form as the trigger so the automation fires whenever that form is submitted by a qualifying client.
4. Redirect URL: The page clients see after submitting. Optional - if you don't set one, clients see a default confirmation message.
Form Types
Intake forms: Collect information about new clients before or after their first visit. Common uses: health history, fitness goals, emergency contacts, liability consent.
Surveys: Gather feedback from existing members. Common uses: class feedback, NPS-style satisfaction surveys, event interest polls.
Waivers: Present terms, liability language, and consent agreements that clients confirm by submitting the form.
What Forms & Waivers Does Not Do
To set accurate expectations:
- Forms do not support e-signatures in the legal sense. Submissions record that a client completed and submitted the form, not a cryptographic signature
- Forms cannot be prefilled with existing client data from Loyalsnap
- Form submissions are not editable after submission. If a client needs to update their information, they need to resubmit
Troubleshooting / FAQs
Q: I don't see Forms & Waivers in my portal. Where is it?
A: Forms & Waivers is an add-on feature. If it's not visible in your navigation, it hasn't been enabled for your studio yet. Contact Loyalsnap Support to get access.
Q: Can I share a form link via SMS blast or automation?
A: Yes. Copy the form's shareable link and paste it into any text or email template. When a client taps the link, they'll be taken to the form in their browser.
Q: A client submitted a form but I don't see them on the expected client list. Why?
A: The most common reasons are: (1) their answer didn't match any routing rule exactly — check that the rule value matches your form field option text character-for-character, (2) you don't have a fallback list set, so unmatched submissions go nowhere, or (3) there's a short processing delay after submission. If the issue persists after a few minutes, contact Loyalsnap Support.
Q: Can a client submit a form more than once?
A: Yes. Each submission is processed independently. If a client resubmits, routing rules fire again and they may be added to lists again (if they're not already on them).
Q: Where do I see all the submissions for a form?
A: Submission data is reflected in the client lists the form routes to. Individual submission details appear on the client's profile under their form history.
If you're still stuck, reach out to your Loyalsnap rep or contact support@loyalsnap.com