đ Overview
Signup Forms are the first thing customers complete when they create an account with your business on the Customer Site. They collect the details you want on file for every customer.
Signup Forms are mandatory, do not expire, and are not linked to any specific offering or membership. This guide explains the two Signup Forms, the other forms your account starts with, and how the non-participating form works.
đ The two Signup Forms
Every account has two Signup Forms, shown together on your Forms list. Their order cannot be changed, because they must be completed before any other form.
đ The regular Signup Form
All participating customers complete this form. By default it asks for name, email, gender, and date of birth.
đ¤ The Non-Participating Signup Form
A parent who signs up to register their child, but will not take part themselves, completes this form instead. By default it includes no fields, though you can add fields to it as needed.
Which form a parent completes depends on how they answer the participation question during signup. If they choose that they will not participate, they complete the Non-Participating Signup Form; if they choose that they will, they complete the regular Signup Form.
đĄ The marketing preference field is not asked on child Signup Forms.
đď¸ The forms your account starts with
Alongside the two Signup Forms, your account begins with a set of pre-loaded forms. You can add or remove fields on any of them, and you are free to create your own forms too.
Signup Form
Completed by participating customers when they sign up on the Customer Site. By default it asks for gender and date of birth.
Non-Participating Signup Form
Completed by parents who register children but indicate they will not participate themselves. By default it includes no fields.
Contact Form
Can be set for all registrations and purchases, or only those you select. By default it asks for address and phone number.
Emergency Contact Form
Can be set for all registrations and purchases, or only those you select. By default it asks for emergency contact name, phone number, and relationship.
Customer Form
Can be set for all registrations and purchases, or only those you select. It starts out empty for new businesses; for longer-standing businesses, any legacy questions are asked here.
â ď¸ Pre-loaded forms cannot be deleted. If you do not want one prompting customers, set it to no registrations and no purchases.
â Frequently Asked Questions (FAQs)
Find answers to common questions or additional details that may not be covered in the main instructions.
Click the arrow to view frequently asked questions
Click the arrow to view frequently asked questions
Can a customer switch from non-participating to participating?
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Click the arrow to see the answer
Yes. If a customer originally signed up as non-participating but now wants to take part in classes, they can change this themselves on the Customer Site. They log in, go to My Account, open their profile, edit the "Participates in classes?" field, change it to Yes, and save.
Once they save, they are prompted to complete the regular Signup Form. On the members app or a mobile browser, the profile is reached from the menu in the top corner under My Account.
Why can't I change the order of the Signup Forms?
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Click the arrow to see the answer
The Signup Forms are mandatory and must be completed before any other form, so they are fixed at the top of your Forms list and their order cannot be changed. You can still reorder your other forms.
To reorder the rest of your forms, see the guide here.
My business only runs children's classes. Can I skip the participation question?
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Click the arrow to see the answer
Yes. If no parents will ever participate, the "Will you be participating in classes?" question can be removed so that parents always complete the Non-Participating Signup Form.
This is set up by our support team, so please reach out to [email protected] to arrange it.