What are Sign-up Forms?
Customers need to provide information when they create an account on the Members Portal. You can customize your sign-up forms to control what information you collect from customers when they sign up and when they book a tour.
Sign-up forms also control whether guest checkout is enabled in your space.
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How do Sign-up Forms work?
There are two types of sign-up forms: the default form and extended forms.
The default form is used in all sign-up flows. It also controls whether guest checkout is enabled in your space.
The default form includes three key fields:
- customer type
- name
You can customize the default form by disabling the customer type field and adding any additional fields you'd like customers to fill out when they sign up.
For example, you may want all customers to provide their billing details when creating an account.
The extended forms let you add fields for sign-up flows that include specific purchases. You can also customize sign-up forms for customers who are joining teams and your tour request form.
For example, you may want customers signing up to a plan to include additional contact information.
You can customize the following extended forms:
- Purchasing plans
- Making bookings
- Purchasing products
- Purchasing event tickets
- Enrolling in courses
- Joining teams
- Booking tours
FAQ
What happens when a customer purchases items linked to different extended forms in a single transaction?
When customers make a purchase that includes items linked to different forms, the system automatically shows the additional fields you've added for all purchase flows.
Let's say purchasing an event ticket requires a date of birth and a phone number, and purchasing a product requires a company name and a phone number.
A customer buying an event ticket and a day pass bundle in the same transaction would add the following details: date of birth, phone number, and company name in addition to the default sign-up form fields.