Intake Forms and E-Signatures for Swim Instructors

Running swim lessons means juggling schedules, safety details, and parent paperwork—preferably without a soggy stack of forms.

With online intake forms and built-in e-signatures, swim instructors can collect client details, waivers, and lesson information in one smooth flow. Breely forms can be used for standalone information collection or combined with booking, so families can register and submit what you need in one go.

Make registration feel easy for families

Give parents and swimmers a simple, professional experience from the start.

Use forms to collect details like:

• Swimmer name and contact information
• Age or birthday
• Skill level
• Emergency contacts
• Health notes or special instructions
• Consent to policies or lesson terms

Breely forms are built in sections, support required questions, and can be customized with your branding, logo, colors, and fonts so everything feels polished and on-brand.

Capture signatures without the back-and-forth

Need a waiver signed before anyone jumps in the pool? No problem.

Breely includes a Signature question type that lets clients sign or type their name directly on the form. Once a signature is added, the form becomes digitally signed, timestamped, and uneditable, and you can download a PDF copy of the signed form.

That makes it a great fit for:

• Liability waivers
• Pool safety acknowledgments
• Attendance policies
• Cancellation agreements
• Parent or guardian consent

Ask the right questions for each swimmer

Not every swimmer needs the same form. A first-time toddler lesson and an advanced stroke clinic probably shouldn’t ask identical questions.

Breely supports conditional logic, so you can show different sections based on previous answers. For example, you can ask whether someone is a new client, then route them to a more detailed intake section while returning clients move through a shorter flow.

That means you can create smarter forms that stay:

• Shorter for repeat families
• More detailed for new enrollments
• Better matched to private lessons, group classes, or assessments

Pair intake with lesson or class booking

If you offer private instruction or group swim classes, your intake form doesn’t have to live on a separate island.

Breely forms can also support appointment booking and class booking, letting clients register, choose a lesson or class, and submit their information in one experience. Forms can be shared with a direct link or embedded on your website for a seamless booking flow.

Save time with automated follow-up

Once a form is submitted, Breely can help keep things moving.

Automations can send email or SMS messages after submission or based on appointment status, including reminders and follow-up messages. That’s handy for sharing what to bring, arrival instructions, or friendly “see you at the pool” notes.

You can also keep forms private by default and share them only through a direct link when needed, which works well for invite-only programs or internal admin workflows.

Ready to make swim lesson intake faster, cleaner, and much easier to manage? Start building your form and give families a smoother way to book, sign, and dive in.