How to Automate Client Onboarding With Foodzilla Store and Forms

Foodzilla lets you automate client onboarding using your Store and Forms, so new clients can move from signup or purchase to onboarding with less manual work.

You can use these tools to collect payments, gather client information, add people as active clients, and send resources automatically.

This is useful for dietitians, nutritionists, health coaches, and other practitioners who want a smoother online client onboarding process.

Automate Client Onboarding Through Your Foodzilla Store

Your Foodzilla Store can do more than collect payments. It can also help automate the onboarding process when someone purchases or subscribes to one of your nutrition services, reducing the need to create each client manually.

This works well for:

• Nutrition coaching programs

• Meal planning services

• Memberships

• Fixed term programs

• Free or paid offers

• Ongoing subscriptions

Using the Store helps create a smoother path from purchase to client onboarding.

Use Store and Forms Together

For a more complete automated onboarding workflow, combine your Store with Foodzilla Forms.

For example:

1. A new client purchases a coaching program from your Store.
2. Foodzilla adds them to your client workflow.
3. They receive your customised Welcome Email.
4. You direct them to an intake, consent, or questionnaire form.
5. Their responses are stored in Foodzilla for you to review.
6. They can then continue into their meal plan, appointments, messaging, and other services.

You can also configure forms to send automatically when a client is added to your account, helping reduce additional manual steps.

Follow Up With Incomplete Signups

People who start signing up through your Store but do not complete their purchase can appear as leads.

The Signup Incomplete email can be used to follow up with these prospective clients and encourage them to complete their subscription.

This helps your Store work as both a payment system and a client acquisition tool.

Automate Client Onboarding With Discovery Forms

Foodzilla Discovery Forms are designed for prospective clients and can be shared through a public link.

Anyone can complete a Discovery Form without already having a Foodzilla account.

To automate onboarding, turn on Add as an active client on completion.

When enabled, the person is automatically added as an active client after submitting the form.

How to Automatically Add a Form Submission as a Client

1. Go to Forms & Bookings.
2. Create a new form.
3. Select Discovery as the form type.
4. Add the questions you want the prospective client to complete.
5. Turn on Add as an active client on completion.
6. Save the form.
7. Share the public form link.

Once the form is completed, Foodzilla can add the person directly to your active client list.

Store vs Discovery Form: Which Should You Use?

Use the Foodzilla Store when the main action is purchasing or subscribing to a service.

Use a Discovery Form when you want to collect information before or during onboarding.

You can also use both together.

For example, a client can purchase a nutrition program through your Store and then complete a Discovery Form with their health information, preferences, or onboarding details.

Why Automate Client Onboarding?

Automated onboarding can help you:

• Reduce manual admin

• Add clients automatically

• Collect payment earlier

• Gather client information before the first session

• Deliver welcome resources instantly

• Create a more consistent onboarding process

• Spend less time on repetitive setup

Using Foodzilla Store and Forms together can help turn a new lead or purchase into an active client workflow with fewer manual steps.