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

Link Forms To Membership

Contracts, Terms and Conditions, Waivers and Questionnaires can be linked to Memberships, requiring member to complete form upon purchase

Enable Forms

Step One

Enable forms under Advanced Configuration > Membership Types

Link Forms to Membership Type

Step Two

Go to Membership Types > Add / Edit Membership

• Navigate to Forms section
  • Click on Membership Contract , Forms to Sign and Questionnaire fields, to view available forms
  • Select forms to attach to membership

    

  • Multiple forms can be added under Forms to Sign field
• Save

When memberships are purchased online members will be prompted complete attached forms online.
When forms are not completed online they will be prompted on their first visit. Member forms can be accessed and signed via Member Details > Memberships tab.
Once signed, all forms will be stored under Member Details > Communication tab.
Learn about managing Paper Forms.

Next - Require Signature to Complete Membership