1. Click on Forms & Waivers in the sidebar and then click on the “Digital Forms” tab

  2. Click on “Create a Digital Form”

  3. Basic details:

  • Add a name for the form template, something that will denote the contents of the form. Note: You won’t be able to change the name after saving the form

  • Choose the type of document that this form will be connected to - maybe more than one

  • Note which details must be filled out in the document. You can make them required as necessary

  • Click the check box if you want this form to appear in the member's application

  • You can also attribute specific forms and waivers to specific membership types.


Contents of the form: this is where you add in the text and terms

Add questions by choosing the question type from the dropdown menu (Yes/No, Multiple Choice, etc.) and then click “Add Question” to save it

  • Mark each question as required so it won’t be skipped

You can also choose “Yes/No - Advanced” as the question type to enable certain actions depending on the answer

  • For example” if someone answers Yes about near someone with COVID-19 you may restrict them from registering for classes

There is an option to add text before the signature section of the form where you can include certain declarations you’d like people to adhere to

Choose the signature type:

  • Digital signature

  • A checkbox next to “I have read and understood”

Click save at the top right corner of the page

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