How to Use Tally for Coaches
Coaches need a fast way to gather client information, schedule sessions, and collect payments. Tally lets you build custom intake forms without coding, connect them to Google Calendar, and embed a Stripe checkout in a single click. This guide walks you through every step, from creating a new form to publishing it on your website. Follow the instructions and you’ll have a professional client funnel ready in under an hour.
Table of contents
- 1. Set up a Tally account
- 2. Build a client intake form
- 3. Add automatic scheduling
- 4. Enable payment collection
- 5. Embed the form on your site
- 6. Tally vs. competing tools
- FAQ
1. Set up a Tally account
1.1 Create an account
Go to tally.so and click “Sign up”. Choose Google, Apple, or email. After verification you land on the dashboard.
1.2 Choose a plan
The free plan gives you unlimited forms, basic integrations, and up to 100 submissions per month. If you expect more than 100 clients or need Stripe, click “Upgrade” and pick the Pro plan at $12 per month.
2. Build a client intake form
2.1 Start a new form
From the dashboard click “New Form”. Name it “Coach Intake – 2026”. Tally automatically creates a clean, mobile‑responsive layout.
2.2 Add essential fields
Drag and drop the following fields in order:
- Full Name (Short text, required)
- Email (Email, required)
- Phone Number (Phone, optional)
- Coaching Goal (Long text, required)
- Preferred Session Length (Dropdown: 30 min, 60 min, 90 min)
- Availability (Date & Time picker, required)
Each field shows a small gear icon. Click it to set validation rules, placeholder text, or custom error messages.
2.3 Conditional logic
If you want to ask for a “Free trial” only when the client selects “30 min”, enable logic:
Show “Free trial” field
If Preferred Session Length equals 30 min2.4 Save and test
Click “Preview” in the top right. Fill the form as a test client and submit. You should see a “Thank you” screen.
3. Add automatic scheduling
3.1 Connect Google Calendar
In the form editor, open “Integrations” → “Google Calendar”. Authenticate with your Google account and select the calendar you use for coaching sessions.
3.2 Map fields to event details
| Form field | Calendar event property |
|---|---|
| Full Name | Event Title (e.g., “Coaching Session – {{Full Name}}”) |
| Availability | Start & End time |
| Guest list | |
| Coaching Goal | Description |
3.3 Confirmation email
Turn on “Email notifications”. Use the default template or paste this custom message:
Subject: Your Coaching Session is Booked
Hi {{Full Name}},
Your {{Preferred Session Length}} session is set for {{Availability}}.
See you soon!
‑ Your Coach4. Enable payment collection
4.1 Link Stripe
From the dashboard click “Integrations” → “Stripe”. If you don’t have a Stripe account, the flow will guide you to create one. After linking, enable “Collect payment” on the form.
4.2 Set pricing
Choose one of two pricing models:
- Fixed price – $120 for a 60‑minute session.
- Dynamic price – Use a dropdown to let the client pick a package; map each option to a price.
4.3 Test the checkout
In preview mode, select a session length and click “Pay”. Use Stripe’s test card 4242 4242 4242 4242, any future date, CVC 123. You should see a “Payment successful” message.
5. Embed the form on your site
5.1 Get the embed code
Click “Share” → “Embed”. Choose “Iframe” and copy the snippet.
<iframe src="https://tally.so/r/mYx9zN" width="100%" height="800" frameborder="0"></iframe>5.2 Add to WordPress
In the Gutenberg editor add a “Custom HTML” block and paste the snippet. Update and view the page – the form loads instantly.
5.3 Add to Squarespace
Use a “Code” block, paste the iframe, and set the block width to “Full‑bleed”. Save.
6. Tally vs. competing tools
Below is a quick side‑by‑side comparison of Tally, Typeform, and JotForm for coaching use‑cases.
| Feature | Tally | Typeform | JotForm |
|---|---|---|---|
| Free submissions limit | 100/month | 100/month | 100/month |
| Stripe integration | Free (Pro only for custom branding) | Pro plan $35/mo | Pro plan $24/mo |
| Conditional logic | Yes | Yes (Pro) | Yes (Free) |
| Google Calendar sync | Free | Via Zapier only | Via Zapier only |
| Form embed size | Responsive iframe | Responsive widget | Responsive iframe |
| Branding control | Basic (Pro adds logo removal) | Extensive (Pro) | Extensive (Pro) |
For most solo coaches, Tally’s free tier offers everything needed: data capture, calendar sync, and payment. Typeform feels slick but costs more for the same integrations. JotForm is powerful but its UI is heavier.
FAQ
What is Tally and why should coaches use it?
Tally is a no‑code form builder that lets coaches collect client data, schedule sessions, and receive payments without writing code. It works on any device and integrates with Google Calendar, Stripe, and Zapier.
Can I embed a Tally form on my website?
Yes. Tally provides an iframe snippet that you can paste into any HTML page, WordPress post, or Squarespace block.
How do I set up automatic email confirmations?
In the Form Settings, turn on “Email notifications,” choose a template, and map form fields to the email body. You can also connect to Gmail via Zapier for richer formatting.
Is it possible to collect payments through Tally?
Yes. Tally integrates directly with Stripe and PayPal. Add a “Payment” field, set the amount, and the client will see a secure checkout before submitting the form.
Do I need a paid Tally plan to use these features?
The free tier includes unlimited forms, basic integrations, and up to 100 submissions per month. For higher volume, Stripe payments, and custom branding, the Pro plan costs $12/month.
Ready to streamline your coaching business? Follow the steps above, publish your form, and start booking clients with zero friction.