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
FAQ: Is it possible to update a policy?
Managing Waivers
Add a PolicyAdd a policy with terms and conditions you'd like your members to accept.
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…