Forms and Documents
By Angel and 2 others3 authors24 articles
- Reordering Forms
- What's the difference between Forms, Waivers and Policies?
- Delete a Policy
- Managing Forms on a customer profile
- Creating a pre-registration/purchase form
- How to create Forms that expire or require customers to resubmit periodically
- Managing Waivers
- Add a PolicyThis guide explains how to add a policy customers must accept, schedule one for a future date, host the text on an external page, and update or replace a policy…
- Non-participating sign up form explained
- Form Notifications
- Create a Form
- 🎥 Introduction to Customer Forms (w/video)
- Pre loaded forms explained
- Why can I not delete certain forms?
- Deleting Forms
- Archiving a Policy
- Staff permissions required to manage Forms
- Add/Remove Fields to/from a form
- Signup Forms explained
- How to edit the settings on an existing Form
- How can I edit the available genders, and add a preferred pronouns option?
- Digital Waiver SignaturesEasily collect and store e-signed waivers from your customers, all within the TeamUp platform.
- 🆕 Marking Customer Fields in Forms as OptionalThis guide outlines how you can set customer fields you add to your forms as optional, so that your customers are able to skip adding certain information, and still be…
- Missing Forms & Waivers NotificationThis guide explains the missing forms and waivers notification: how it works, how to set how often it sends, how to send it manually while registering a customer, and how…