How to Create a Form

Cohere now lets you create fully customizable, standalone forms on all plans — and clients don’t need a Cohere account to fill them out.
You can personalize every aspect of your form, from branding and thank-you pages to confirmation emails and downloadable responses.

While the option to link forms directly to sessions and modules is coming soon, for now you can easily share them via email, community posts, or links.

How to Create a Form

Standalone forms can be created in two ways within Cohere:

1. From the All Forms section

2. Directly from the Create button on your Business Dashboard

📋 Method 1: Create from the “All Forms” Section

Step 1: Open the Forms Section

From your Coach Dashboard, click Forms on the left-hand side, then select All Forms.

Step 2: Start Creating a Form

At the top-left of the page, click Create a Form.

Step 3: Choose How to Start

You’ll be prompted to choose one of two options:

• Create from Scratch – start a new form and click Next

• Choose from Prior Template – select an existing form from the dropdown and click Next

Step 4: Name Your Form

Enter a title for your form and click Next.

Step 5: Add Your Questions

Use the Question dropdown to select the type of question you’d like to add, then enter your question text.
Click Save and Add Another Question to include additional questions.

Step 6: Customize Settings

On the right side of the page, you can:

• Enable profile colors for custom branding

• Enable confirmation emails (available if your domain is connected)

• Edit your confirmation email content

• Choose a Use Case — either create a standalone form or integrate it into an existing service as self-paced content

Step 7: Save and Publish

Click Save Form to save your progress, then Publish to make the form live.

Step 8: Share Your Form

After publishing, a shareable link will be generated.
Copy this link and share it with your clients via email, your community, or directly in your services.

Step 9: Preview Your Form

Click Preview to see how your form will appear to clients before sharing it.

Method 2: Create from the “Create” Button on Your Dashboard

Step 1: Use the Create Menu

From your Business Dashboard, click Create and select Form/Quiz

Step 2: Choose Form Type

Select Create a Standalone Form (with a unique link).

Step 3: Choose “Form”

Since you’re creating a form (not a quiz), select Form when prompted.

Step 4: Follow the Setup Steps

Continue with the same steps outlined above in the All Forms section to customize, save, and publish your form.

🎉 That’s it! You’ve successfully created your standalone form. You can now share the link with your clients to collect information, feedback, or responses.

💡 Need help?
If you get stuck or have questions, our team is here for you! Reach us anytime at support@cohere.live, and we’ll get back to you quickly. 🚀