Skip to main content

Setting Up Your Lead Form

How to create, customize, and share a lead form to collect inquiries from potential clients.

Written by Malene Malmkjær

What a Lead Form Does

A lead form is a public page where potential clients can fill in their details to contact you. Anyone who fills it out shows up in your Leads section, ready for follow-up.

You can share the form as a direct link, embed it on your website, or link to it from social media.

Creating a Lead Form

  1. Go to Forms

  2. Click + New Form in the top-right corner

  3. Chose Lead Form

  4. Build your form with the questions you want to ask

  5. Customize the design and content

  6. Set it as Active when you are ready to go live

You can have multiple form templates, but only one is active at a time.

Setting Up Questions

Add the fields you want to collect from leads. Email is required by default as of now. You can add custom fields such as:

  • Phone number

  • Instagram handle

  • Goals or challenges

  • Training experience

  • Availability

For each custom field, you can decide whether it is required or optional.

Customizing the Design

Go to Settings --> Lead.

Under Theme & Style you can adjust the form’s look to match your brand:

Form Content

  • Title: the headline at the top of the form

  • Description: a short intro explaining what happens when they submit

Theme - chosen from style presets:

  • Modern: clean and confident with a tech-forward feel

  • Warm: approachable and friendly with soft rounded shapes

  • Bold: high-energy and punchy for fitness and sports

  • Classic: refined and trustworthy with elegant serif typography

  • Minimal: stripped back and editorial with sharp edges

Colors: pick a color palette that fits your brand.

The live preview on the right updates as you make changes, so you can see what the form will look like.

Sharing Your Form

Once your form is live, you have two sharing options:

Public URL

Every form gets a unique URL like leads.coachway.io/yourname. Share this link directly on:

  • Instagram bio

  • Email signature

  • Business cards

  • QR codes

Click Copy Link or Open to view or share it.

Embed Code

Do you want the form on your own website? Copy the iframe embed code and paste it into your site’s HTML.

Works with Webflow, WordPress, Squarespace, and most website builders.

Managing Multiple Form Templates

You can have multiple form templates but only one live at a time. This is useful if you run different campaigns - for example, one form for general inquiries and another for a specific challenge or promotion.

To switch the active form, go to Active Form on the right side, select the template from the dropdown, and click on the new form you want active.

Did this answer your question?