Free form template
Customer registration form template. Every new customer in one list, with how to reach them.
For salons, barbershops, pet shops, repair shops and small stores. A new customer leaves a name, e-mail and phone, where they live, how they found you, what interests them, how they want to hear from you and whether they want your offers. Copy the form, put your products or services in question six and print the QR code for the counter.
Free plan: 100 responses a month and up to 50 surveys, no credit card. Every question and the logic jump in this form work on the Free plan.
The template’s real survey on a phone.
- 10 ready questionsAbout 2 min on a phone.
- Yours to changeQuestions, answers and logic.
- A ready reportA chart for every closed question.
- Export on every planCSV, Excel and SPSS.
A notebook at the counter can’t tell you who wants your offers or where your customers come from. A form asks every customer the same ten questions and keeps the answers in one list.
The 10 customer registration form questions in this template.
In the order customers meet them. Put your products or services in question six, delete what you don’t need and add your own.
Contact details
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Full name
Why ask it. Who the customer is, and the name you greet them with on the next visit.
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Email
Why ask it. Where your messages and offers go, in a field made for e-mail addresses.
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Phone
Why ask it. For updates about visits and orders. The note under the question asks for the WhatsApp number if the customer uses it.
About the customer
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City or neighborhood
Why ask it. Shows which areas your customers come from, for local ads and delivery zones. Optional, so nobody stops here.
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How did you hear about us?
Why ask it. Tells you which channel brings new customers: word of mouth, social media, search or the shop window. Other catches the rest.
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What are you interested in?
Why ask it. Replace the five placeholders with what you sell. Customers pick everything that interests them, so each offer goes to the people who asked for it.
Contact and offers
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How would you like to hear from us?
Why ask it. Write where the customer reads, and leave alone the people who chose the last option.
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Would you like to receive our offers and news?
Why ask it. A plain question about consent to offers, with a note that they can unsubscribe at any time. A No skips the birthday question.
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When is your birthday?
Why ask it. Optional and only for offers: the note says a birthday offer will follow. Only customers who said Yes to offers see it.
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Anything else we should know?
Why ask it. Preferences or the best time to call, in the customer’s own words. Read it before the next visit.
How to set up a customer registration form from this template.
- 1
Copy the form
Click “Use this template” and create a free account or log in. The form is copied to your account with all 10 questions and the logic jump. The copy waits in your survey list as a draft.
- 2
Make it yours
Put your products or services in question six and adjust the channels in question five. The rule that skips the birthday for customers who don’t want offers is already set. On Basic and higher plans, add your logo.
- 3
Put it where customers are
Print the QR code for the counter or the reception desk, put the link in your Instagram bio and WhatsApp replies, or embed the form on your website.
- 4
Keep your customer list
Every registration lands in your account, and an e-mail notification tells you about each new one. Export the list to Excel or CSV whenever you need it.
How to work with customer registrations.
Where new customers come from
The chart for “How did you hear about us?” counts each channel. Spend your next promotion where the most customers found you.
Offers for the right people
The chart for question six shows what customers want most. On Basic and higher plans, filter by a product and by Yes to offers to get the list for that offer.
Your customer list in a spreadsheet
Export the registrations to Excel or CSV on any plan and sort birthdays by month. On Basic and higher plans, each new customer can also go straight to Google Sheets.
How to get more customers to register.
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Ask while they wait
Put the QR code where customers sit or stand in line. Two minutes of waiting is enough to fill the form on a phone.
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Say what they get
The welcome screen promises faster service and offers that suit them. Add the perk you really give, such as a discount on the next visit.
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Name your real products
Use the names from your price list or menu in question six. Delete the placeholders you don’t need.
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Welcome them right away
On Basic and higher plans, an automatic reply thanks each customer by e-mail the moment they register.
More customer registration questions you can add.
Not in the template. Add any of them in the builder in a few clicks.
For your business
- What is your pet’s name and breed?
- Which car or device do you usually bring to us?
- Who usually serves you?
Visits
- Which of our locations is closest to you?
- How often do you plan to visit us?
- Which days and times suit you best?
Loyalty
- Would you like to join our loyalty program?
- Who recommended us to you?
- Is there a product you’d like us to stock?
Free tools for your results
- Completion rate calculatorThe share of customers who open the form and finish registering.
- Survey dropout calculatorHow many customers leave before they reach the last field.
- Survey length calculatorHow long the ten fields take, and what deleting a few saves.
- Online form builderForms with contact fields, logic, e-mail alerts and integrations.
- Customer profile surveyAn anonymous survey about who your customers are, when you need a portrait rather than a contact list.
More templates
Questions about this template
What should a customer registration form ask?
A name, an e-mail and a phone number, where the customer lives, how they found you, what interests them, how they want to hear from you and whether they want your offers. This template asks all of it in ten fields, five of them required.
How do customers fill it in at the shop?
Print the QR code for the counter, and customers fill in the form on their own phones. You can also open the link on a tablet at the reception desk. Every registration lands in your account.
How do I know who agreed to receive offers?
Question eight asks it directly, with a note that they can unsubscribe at any time. On Basic and higher plans, filter the registrations by Yes. On any plan, export them to Excel or CSV and load the list into the tool you send offers with.
Do customers have to give their birthday?
No. The question is optional, says it is only for a birthday offer, and customers who said No to offers never see it.
Where do new registrations arrive?
Every registration is saved in the form’s answers in your account. Turn on e-mail notifications to get each new one in your inbox: one recipient on Free, up to 3 on Basic, 5 on Standard and 10 on Premium.
Start your customer list today.
Copy the form, add your products and put the QR code on the counter.
25 Questions for a Travel Agency Customer Satisfaction Survey