Forms and Waivers

Use forms to ensure necessary documentation is in place, while facilitating a smooth on-boarding process for new members.

• Form Types
• Create Forms
• Link Forms to Class / Service
• Link Forms to Membership
• Require Signature to Complete Membership
• Enable Questionnaire After Sign-up
• Save / View Member Forms

Create / Edit Forms

Create new forms or select and modify pre-created forms
You can duplicate and then edit an existing form to save time and ensure consistency

• Go to Settings > Forms and Waivers

  • To create new form, select your required Form Type;

    • New Agreement
      • Terms and Conditions
      • Waiver
      • Billing Provider Terms
      • Cancellation Terms
    • New Questionnaire
    • New Membership Contract

  • To edit existing form, select blue edit icon to right of form listing
    

    

  • Follow the form template creator for your chosen form type

To add member-specific details, use the Insert Fields option

• Use the search bar to find the relevant field, such as member address or member name

• Click on the spot in the message where you want the field to appear, then press the Insert Field button
  

  

  
  Inserting Fields allows you to create generic forms which will automatically add specific member related information to suit each member

• Save

Next - Link Forms to Class / Service