INTRODUCTION
Feature Summary: Display a form for players to create an account.
Use Cases: The portal form is highly customizable. Admins can add fields and questions that are important to your organization.
SETUP REQUIREMENTS
The sign-up form is for when new members join your club - it will appear when they are signing up before they submit the registration form.
Go to the side menu and click SETTINGS.
Scroll down to the PORTAL SETTINGS heading.
Click Sign-Up Form. The default member registration form displays.
From here, you'll see this screen where you can create the member sign-up application. The Required Field section cannot be edited. Every signup form must collect the player's name and email address. Admins can customize the text in the Instructions block.
Optional fields
Scroll down the page and use the checkboxes to enable and disable these optional form fields. You can require players to create a payment profile (with a credit card or ACH number) on the form.
Create Custom Fields
Admins can create custom questions and add them to the form. Click the Add New Custom Field button. Fill in the fields and click Save changes. Optionally, check the box to make this a required field.
Disclosures
Delete the lorem ipsum text in the field and add your organization's membership policies.
Previewing the form
Go to the top of the page and click the Preview button. Scroll through the form and review the fields. Make changes as needed.