Profile Form Templates

Profile Form Templates define dynamic forms and surveys that staff can send or record against a person profile, such as fitness goals, medical details, assessment notes, onboarding questions, or feedback.

What this page is for

Who should use it

Owner, manager, operations admin

Where to find it

/admin/form-templates

Before you start

Profile form template fields are Title, Code, Status, Description, and Fields as key, label, type, required, and options.
Title is the staff-facing form name. Code is the stable identifier used by system flows and should not be renamed casually after use.
Status controls lifecycle: Draft for building, Active for staff use, and Archived when the form should stop appearing.
Fields are entered one per line in the format key|label|type|required|option1,option2.
Use stable field keys without spaces. Use clear labels that gym staff can ask customers without explanation.
Required should be true only for information that staff must capture before the workflow can continue.
Options should be used for controlled answers such as goal, source, package interest, or risk category. Free-text fields should be used for notes that cannot be standardized.

Daily workflow

Create or update the form in Draft, review fields with front desk and trainer users, then mark Active.
After launch, check a real submission on a profile before relying on the form for operations.
Archive old templates instead of deleting or changing historical meaning.

Watch out

Do not collect sensitive medical or identity information unless the gym has a real operating reason and staff know how to use it.

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