Forms are used to collect information from your customers, such as where they heard about you, health related questions, or date of birth, whereas Waivers and Policies are documents that your customers need to read and sign.

Typically, Waivers are used for liability disclaimers and terms and conditions, and Policies cover privacy policies and terms of service, such as GDPR.

This powerful tool allows you to create forms that get triggered when a customer signs up, registers for class, and/or makes a purchase.

From the left-hand menu, click Forms and Documents to open the Forms and Documents landing page, then select Forms. This replaced the old expandable menu: Forms, Waivers, and Policies are now separate sections reached from that landing page.

We'd recommend reading our introductory guide for more in-depth information on how forms work, including tutorials on how to add, edit, manage, and delete forms.

Click here to read our introduction to customer forms.

You might need new customers to complete waivers before they can register for events, or purchase a membership.

Our digital waiver system takes the hassle out of filing paper forms and allows you to create waivers in just a couple of steps: simply add your waiver text and then select which memberships and classes it should be required for.

You'll find waivers under Forms and Documents >> Waivers.

Ready to create your first waiver? Click here to get started.

At TeamUp, we ask customers to accept our Privacy Policy and Terms of Service, which cover details of how their data is used and stored.

You might want to add your own policies to be accepted by your customers. The Policies section on TeamUp, under Forms and Documents >> Policies, allows you to do just that.

When there's an active policy, customers will be required to accept it during signup, or for existing customers, before they can do anything within their account.

Click here for more information on policies and how to create them.

Now that you've created your forms, waivers, and policies, you might be wondering what they look like to your customers, and when they'll be prompted to complete them. Let's take a look.

If you have a policy in place, new customers will be required to accept it upon signup:

Note: if you create a new policy, existing customers will be required to accept it before registering for a class. They won't be able to book classes or make purchases until they have accepted.

Waivers and forms can be configured to be required before, after, or on a customized basis around a membership purchase and/or class booking.

This is what customers see when there are active waivers and forms:

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​Jump to:

Introduction to customer forms

Managing waivers

Add a policy

Sharing a Form or Waiver Link [PLACEHOLDER LINK, insert once CXC-7749 article is published]

Requiring Forms/Waivers Before or After Registration/Purchase [PLACEHOLDER LINK, insert once CXC-7750 article is published]