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

Paper Forms

Paper Forms can be manually added to the Communication Log

First, create a digital copy of completed paper Form; scan or take photo.
Name and save as file on computer.

Then;

• Go to Member Details > Communication tab
  • Select +Add
    

    

  • Select Upload File
    

    

  • Select file to upload
• Save

Forms and Waivers Complete