Customer Onboarding with Payment Integration template
Streamline customer onboarding and payment in a single form for courses, memberships, or events with NoteForms
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This template combines registration and payment fields to help you onboard customers, accept plan selections, and process payments seamlessly on one page.
Why and when to use such a form
- Simplify signup and checkout into a single step
- Reduce abandonment rates by minimizing form transitions
- Ideal for launching paid courses, subscription plans, or ticketed events
Who the target audience is and why it's beneficial
- Online educators and course creators needing instant enrollment
- Membership site owners offering tiered plans
- Event organizers selling tickets without redirecting users
- Small businesses seeking fast payment collection during signup
Why NoteForms is the best tool to build this form
- No-code setup with a free plan to get started instantly
- Native payment integration with Stripe, PayPal, and other gateways
- Customizable fields and branding to match your workflow
- Secure, PCI-compliant data handling out of the box
- Easy embedding on websites or sharing via link
Frequently asked questions
Everything you need to know about this template.
- What is the purpose and main benefit of this form template?
- This template streamlines customer onboarding by combining registration fields with payment processing, reducing drop-offs and speeding up conversions for courses, memberships, or events.
- When and why should I use this form?
- Use this form whenever you need to collect user details and payment in one step—perfect for paid workshops, subscription plans, ticketed events, or any scenario where you want a frictionless checkout experience.
- Who is the ideal target audience for this template?
- The ideal users are online educators, membership site owners, event organizers, and small businesses looking to automate enrollment and payment collection without multiple pages or redirects.
- How does built-in payment integration improve conversion rates?
- By allowing users to select a plan and pay directly within the same form, you minimize steps and distractions, leading to fewer abandoned signups and higher completion rates.
- Why is NoteForms the best option to create this payment-enabled form?
- NoteForms offers a free, no-code builder with secure, PCI-compliant payment integrations, customizable design, fast setup, and easy embedding, making it the ideal choice for creating and managing payment forms.
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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! 🪄