🔴 Reviewer note:

Content updates made:

Restructured the article around the new 6 step builder: Name and resubmission, Requirements, Timing (new), Fields, Preview (new), Done
Updated the Requirements step to reflect the new event type breakdown (classes, courses, appointments, rentals and court bookings) and membership categories
Added the new Timing step, including how Customize dynamically lists every selected event and membership for an individual Before/After choice
Noted that "Create a Field" now opens as a modal instead of a separate page
Added that the finished form now gets a unique shareable URL, with a reference to the new Sharing a Form or Waiver Link article
Fixed three broken intro links that used a malformed URL format, redirected to the correct live articles

Screenshots and placeholder links to replace before publishing:

All 6 screenshots and GIFs below are carried over from the live article and reflect the OLD step order and the OLD separate page "Create a Field" flow, they need to be reshot to match the new step order and modal before publishing
No screenshot exists yet for the new Timing or Preview steps, add per the image standards once available
Reference to "Sharing a Form or Waiver Link" [PLACEHOLDER LINK, CXC-7749]
Reference to "Requiring Forms/Waivers Before or After Registration/Purchase" [PLACEHOLDER LINK, CXC-7750]

📝 Overview

As explained in our here, forms are used to collect data from your customers using Customer Fields.

Before creating a new form, we recommend reviewing the pre-loaded forms that the system automatically creates, to check what customer data is already being collected. Click here to see the pre-loaded forms, it might be that you simply want to edit an existing form instead by adding or removing fields.

🛠️ Setup

To create a new form, head to Forms and Documents >> Customer Forms and click Add a Form:

1️⃣ Name and resubmission

Enter the Name of your new form. Note that the wording used will be displayed in the customer purchase or registration flow. Then choose whether you'd like customers to resubmit the form again in the future, and if so, after how many weeks. For example, you may have health related questions you want customers to answer every 24 weeks.

2️⃣ Requirements

Choose what the form is required for. Requirements are organized by event type, meaning classes, courses, appointments, and rentals or court bookings, and separately by membership category. Within each one, you can decide whether the form is required for:

All registrations/memberships: all customers registering for any type of event and/or purchasing any membership will be prompted to complete the form.
No registrations/memberships: customers won't be prompted to complete the form regardless of what they register for or buy. Tip: select this option for both registrations and memberships if you're not ready for customers to complete the form, or you want to temporarily pause an existing form.
Only selected ones: choose exactly which registration types and/or membership purchases should prompt the form.
All except those selected: the form is required for everything except the specific event types and/or memberships you select. Note: using "All Except" makes the form required for all other types, including ones that don't exist yet.

💡 The registration options are based on your Class Types. If you're looking to require the form for one specific session only, such as your 6AM classes, you'll need to set that up as its own Class Type.

3️⃣ Timing

Choose when this form is completed relative to the registration or purchase: Before (the customer must complete it first), After (they complete it afterward), or Customize. Choosing Customize dynamically lists every event and membership you selected in the Requirements step, so you can choose Before or After individually for each one.

4️⃣ Fields

Choose which Fields you want to include in your form. Click Add next to each one, and you can drag fields to reorder them.

If you want to create a new field that isn't currently in your Customer Field list, click Create a Field. This now opens as a modal without leaving the form builder.

Use the Search function if you've got a long list of Customer Fields to look through:

5️⃣ Preview

Preview the form to see exactly what your customers will see before it goes live.

6️⃣ Done

Your form is now active and will be included in the registration and/or membership purchase flow according to the settings you selected. It also gets its own unique shareable link, which you can copy or email directly to a customer. See Sharing a Form or Waiver Link [PLACEHOLDER LINK] for details.

🧑‍💻 Customer View

Your new form will now be included in the registration and/or membership purchase flow on the customer side according to the settings selected:

Jump to:

Pre-loaded Forms explained

Signup Forms explained

Add or remove fields to a form

Creating a pre-registration/purchase Form

Expiring Forms/Asking for Resubmission

Managing Forms on a customer profile

Staff permissions required to manage Forms

Reordering Forms

Deleting Forms

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]

[DRAFT] Create a Form