Forms and Documents
By Costa and 2 others3 authors20 articles
- Reordering FormsThis guide explains how to reorder your registration and purchase forms by dragging and dropping, and why the order forms appear in matters.
- 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.
- Managing Forms on a customer profileThis guide explains how to view, complete, and update a customer's forms from their profile on your Business Dashboard, including filling out a form for them.
- Creating a pre-registration/purchase formThis guide explains how to create forms that target specific registrations or purchases, so customers complete them the first time they book an applicable offering.
- How to create Forms that expire or require customers to resubmit periodicallyThis guide explains how to set a form to expire so customers resubmit it periodically, and how to ask existing customers to complete newly added fields.
- 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, update it, and archive or delete…
- Form NotificationsThis guide explains how staff are notified when customers submit forms, how to control which forms each staff member is emailed about, and where to manage these preferences.
- 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)This guide introduces Customer Forms: what they collect, the main ways you can use them, and what a form looks like when you set it up and to customers.
- Deleting FormsThis guide explains how to delete a form, which forms cannot be deleted and why, and what happens to the customer data collected through a form.
- Staff permissions required to manage FormsThis guide explains which staff roles can add, edit, and remove forms, and which staff can receive form submission emails.
- 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 explainedThis guide explains the two Signup Forms customers complete when creating an account, the forms your account starts with, and how the non-participating form works.
- How can I edit the available genders, and add a preferred pronouns option?This guide explains how to change the gender options on your Signup Form, or add a preferred pronouns question, by replacing the built-in gender field.
- Digital Waiver SignaturesThis guide explains how to collect legally binding e-signatures on your waivers, where signed waivers are stored, and how to apply signatures to existing waivers.
- 🆕 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.