When you want to see which members have filled out forms, the first step is to check that all of the forms requiring a signature have actually been denoted as such

Click on Settings in the sidebar and then under “Business Settings” you can see which forms have been set as required

If there are no forms set as required, click on the

to edit the form and turn on the feature to make it required

In order to see which members have filled out the forms and which haven’t, click on Forms & Waivers in the sidebar and then click on the “Signed” section

You can then filter the results by members, leads and staff members

You can also filter by criteria of the form, such as signing date, valid or expired

When choosing the date range, the range can be according to the signing date or the validity of the form

Note: the signed forms report will show everyone who has signed a form, whether it was a required form or not

If you would like to know who has not filled out a form, click on Froms & Waivers in the sidebar and look in the “Missing” section:

You can then filter the results by members, leads and staff members

You can choose the membership type

When choosing the date range, the range can be according to the creation date of their membership or the purchase date

Note: the signed forms report will show everyone who has signed a form, whether it was a required form or not

Additionally, on each member’s profile page, you can see which required documents have been signed and which not

Search for the member’s name in the search bar, then under the “Member Info” tab you can see a section of all the documents that have been sent to the member and whether they filled them out or not

Optional forms will only appear in this list once they’ve been signed

If a member hands you a form filled out in person, you can manually edit this list by clicking on the

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