INTRODUCTION
Feature Summary: Display a form for players to create an account and sign up for a pickleball membership plan.
Use Cases: The portal form is highly customizable. Admins can add fields and questions that are important to your organization.
Module 1 is a four-part quick-start guide highlighting the key steps admins should complete when creating a new membership type for pickleball players. This article is Part 2.
SETUP REQUIREMENTS
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.
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.
VIDEO TRAINING & RELATED WEBINARS
CLICK HERE to watch the section of Module 1's video that covers the information in this article.
Watch the entire Module 1 video to learn about membership structure, management, and pricing.