Forms and Documents
By Angel and 3 others4 authors25 articles
- Reordering Forms
- What's the difference between Forms, Waivers and Policies?Learn the difference between Forms, Waivers, and Policies in TeamUp: what each one is used for, when customers see them, and how timing options now apply to Forms and Waivers.
- 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
- Creating and Managing WaiversThis guide explains how to create, edit, archive, and manage your digital Waivers, including choosing what they are required for, setting their Timing, sharing a direct link, and checking who…
- 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
- Creating and Managing FormsThis guide explains how to create and edit a customer Form, choose the registrations and memberships it applies to, set its Timing, add Fields, and share a direct link to…
- 🎥 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 FormThis guide explains how to add or remove Fields on a Form and how to create new Customer Fields while editing a Form, so your Forms always collect the information…
- Signup Forms explained
- 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…
- Requiring Forms/Waivers Before or After Registration/PurchaseLearn how to require a Form or Waiver before or after registration or purchase.
- Sharing a Form or Waiver LinkLearn how to find, copy, and share a direct link to any Form or Waiver in TeamUp.