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
  • Digital Forms
  • Paper Forms

Digital Forms

Digital Forms are automatically saved to Communication Log

To view forms;

• Go to Member Details > Communication tab
  • Select Questionnaires or Contracts
    

    

  • From here, you can select to view Waivers, Agreements, Questionnaires and Contracts

Next - Paper Forms