Customer Onboarding Payment Integration Template
All in one customer onboarding template that lets users register, choose a plan, and pay instantly
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This template allows you to collect customer details, plan selection, and payment information in a single streamlined form ideal for courses, memberships, and events.
Why and When to Use This Form
- To sell paid courses or online workshops with instant payment processing
- To onboard new members for subscription or community services
- To collect registration fees for events, seminars, or conferences
Who the Target Audience Is and Why It Is Beneficial
- Educators and training providers looking to automate enrollment and payments
- Membership organizations wanting a seamless signup and billing experience
- Event planners and organizers needing quick fee collection and registration tracking
Why NoteForms Is the Best Tool to Build This Form
- Built in payment field integration with major gateways and no coding required
- Intuitive drag and drop builder for rapid form creation and customization
- Responsive design that ensures a smooth experience on desktop and mobile
Frequently asked questions
Everything you need to know about this template.
- What is the purpose of this customer onboarding with payment integration form template?
- This template is designed to combine customer registration, plan selection and payment processing in a single form to simplify enrollment for courses, memberships or events.
- What are the benefits of using this template?
- By collecting information and payment in one step it reduces drop offs, accelerates revenue capture and delivers a seamless user experience.
- When should I use this form?
- Use it whenever you need to register participants and collect fees on the spot such as for paid workshops, subscription signups or ticketed events.
- Who is the target audience for this form?
- Training providers, membership organizations and event planners who want to automate onboarding and payment collection in one streamlined process.
- Why choose NoteForms to build this form?
- NoteForms offers an intuitive drag and drop interface, built in payment gateways and responsive design without any coding required, making setup fast and reliable.
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How NoteForms works
Copy the template and change it the way you like
Click here to copy this template and start customizing it. Change the questions, add new ones, choose colors and more.
Connect your Notion workspace
Connect your workspace. Share only what's needed. Submissions are only stored in Notion, your data is safe with us.
We create a Notion database for you
Once you're done customizing the template, we create a database in your Notion workspace for you to receive submissions.
Embed the form or share it via a link
You can directly share your form link, or embed the form on your website or a Notion page. It's magic! 🪄