Members
How do I create waivers and intake forms?
Open the Forms tab and click create. The drag-and-drop builder supports text, long text, multiple choice, checkboxes, date and signature fields. Preview it, publish it, and mark it required so members must complete it before their first booking. Submissions are searchable and exportable to CSV.
What people use forms for
- Liability waiver - the common case, and the reason the signature field exists.
- Health questionnaire - injuries and conditions a coach should know about.
- Emergency contact - who to call.
- Membership agreement - your terms, accepted explicitly.
Field types
| Field | Use it for |
|---|
| Text input | Names, addresses, short answers. |
| Long text | Comments and detailed information. |
| Multiple choice | Select one option. |
| Checkboxes | Select several options. |
| Date | Dates of birth, event dates. |
| Signature | Waivers and legal agreements. |
Drag and drop to reorder fields.
The lifecycle of a form
- Build it in the form builder.
- Preview it to check the questions read clearly, the order is logical, required fields are marked, and it works on mobile.
- Publish it to make it available to members.
- Link it to bookings so it is required before a member can book.
- Review submissions as they arrive.
Submissions
- View individual responses.
- Search and filter across submissions.
- Export to CSV for your records.
- Track completion rates.
Getting them completed
- Keep it short. Every extra question costs completions. Ask only what you will actually use.
- Use plain language. Avoid jargon and unnecessary legal phrasing.
- Mark only genuinely required fields as required.
- Fill out your own form before publishing. It catches more than a preview does.
- Review annually, or whenever your terms or local regulations change.
A required form blocks the first booking. That is the point, but it also means a badly worded or overlong waiver is a direct drag on new-member conversion. If sign-ups stall, your waiver is worth re-reading.