Should I use forms or waivers? How do I create a health questionnaire or PARQ? What should I use policies for?
Forms are used to collect information from your customers, whereas Waivers and Policies are documents that your customers need to read and sign.
For example, you might use forms to ask them health-related questions, or to learn about their fitness level before they attend their first class or appointment, or collect important information, such as "Where did you hear about us?", or "Can I email you occasionally?".
You'll be able to configure your forms so that they're required before a customer purchases a membership and/or registers for a class.
Typically, Waivers are used for liability disclaimers and terms and conditions, and Policies cover privacy policies and terms of service (for GDPR, for example).
Customers are prompted to agree to policies prior to creating a TeamUp account and waivers are displayed upon purchase/registration.
How to set up Forms, Waivers and Policies
This powerful tool allows you to create forms that get triggered when a customer signs up, registers for class, and/or makes a purchase.
Forms sit under Settings >> Forms/Documents >> Customer Forms.
We'd recommend reading our introductory guide for more in-depth information on how forms work. This handy guide also includes links to tutorials on how to add/edit/manage/delete forms, and much more.
To get started, head to Introduction to customer forms.
You might need new customers to complete waivers before they can register for events, or purchase a membership.
Our digital waiver system takes the hassle out of filing paper forms and allows you to create waivers in just a couple of steps - simply add your waiver text and then select which memberships and classes it should be required for.
You'll find waivers under Settings >> Forms/Documents >> Waivers
Ready to create your first waiver? Head to Managing Waivers.
You might want to add your own policies to be accepted by your customers - the Policies section on TeamUp (Forms/Documents >> Policies) allows you to do just that.
When there's an active policy, customers will be required to accept during signup, or for existing customers, before they can do anything within their account.
For more information about policies and how to create them, please see Add a policy.
What do customers see?
Now that you've created your forms, waivers and policies, you might be wondering what they look like to your customers, and when they'll be prompted to complete them. Let's take a look!
If you have a policy in place, new customers* will be required to accept it upon signup:
*Note: if you create a new policy, existing customers will be required to accept it before registering for a class. They won't be able to book classes or make purchases until they have accepted.
Waivers and Forms
Waivers and forms can be configured to be required before customers purchase a membership and/or book a class.
This is what customers see when there are active waivers and forms:
Introduction to customer forms