From your TeamUp account, you can target customers who you want to fill out specific pre-registration and pre-purchase forms. These forms are submitted by customers the first time they make an applicable registration or purchase on the customer site.

For example, if you're offering a Pre-natal Yoga class, you may want to collect relevant information about participants, such as due date or pregnancy related health questions. These questions would only be relevant to people attending this class, so you would make this form applicable only for this registration.

You might also offer an Olympic Lifting class. For this class, you might want to collect more general information, so another form created for this purpose (the "New Joiner Form" in the example below) would be applicable for this registration, as well as all other registrations except Pre-natal Yoga.

Or maybe you'd like your one on one clients to complete a fitness assessment before their first appointment.

You can also add a membership requirement to these forms. In the example below, these forms would be required only for class registrations, but not for purchasing any memberships.

With notable exceptions, a submission is good for life. This means if a customer has already submitted the form, they will not be asked to submit that form again. Click here to learn about exceptions to this, including expiring forms and resubmission.

These types of forms are managed from Forms and Documents >> Customer Forms >> Pre-Registration/Pre-Purchase Forms.

To add a new pre-registration/purchase form, click Add a Form.

On the next page, you'll be prompted to add the form name and the requirements for it. Requirements are now organized by event type, such as classes, courses, appointments, and rentals or court bookings, as well as by membership category, so you can target exactly who should complete the form. You'll also choose whether you'd like customers to resubmit this form periodically to keep the data fresh.

Once you've completed this information, click Next to select the fields that should be asked in this form.

For a detailed, in-depth guide on the remaining steps, click here to read Creating a Form.

Every form now gets its own unique link. You can copy it and send it however you'd like outside of TeamUp, or email it to a customer directly from TeamUp, so they can complete the form before they even create an account or reach the usual trigger point. See Sharing a Form or Waiver Link [PLACEHOLDER LINK] for details.

You can still also direct a customer to the Forms and Waivers tab within the customer site (the customer site URL is available under Customer Experience >> Customer Site), or simply prompt them to go through the trigger point, such as registering for an applicable class or purchasing an applicable membership.

This is what your customers would see when trying to book these classes from the customer site.

If they choose the Pre-natal Yoga class, they would need to complete the pre-natal form in order to register.

If they click on the Olympic Lifting class, they would be required to complete the new joiner form prior to registering.

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​Jump to:

Pre-loaded Forms explained

Create a Form

Add or remove fields to a form

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