What are Sign-up and Checkout Forms?
Customers need to provide information when they complete the following actions on the Members Portal:
- Create an account
- Purchase specific items
- Book a tour of your space
- Get invited to join an existing team
You can customize these forms to control what information you collect from customers.
For example, you may want customers signing up to a plan to provide additional details, but you only want to collect customers' name and email for event tickets.
Sign-up and checkout forms also control whether guest checkout is enabled in your space.
.png)
How do Sign-up and Checkout Forms work?
There are two types of sign-up and checkout forms: the default form and extended forms.
The default form is used in all sign-up and checkout flows that involve the customer creating an account.
It includes 3 key fields designed to collect the minimum information required by the system to create their customer profile:
- Customer type
- Full name
These fields are required and can’t be removed or disabled.
The default checkout form also controls whether guest checkout is enabled in your space.
If you want to enable guest checkout, your default checkout form can only include certain required fields. If you want to include additional required fields in the default sign-up form, guest checkout will be disabled.
The extended forms are designed to let you add or override fields for specific sign-up flows or purchases.
For example, you may only ask for an email address, phone number, and name for customers booking a desk or purchasing a day pass. But for customers getting a membership, you require proof of identity and address.
You can customize extended forms for the following sign-up and purchase flows:
- Purchasing plans
- Making bookings
- Purchasing products
- Purchasing event tickets
- Enrolling in courses
- Joining teams
- Booking tours
Customizing Sign-up and Checkout Forms
You can customize both the default and extended forms according to the information you want to collect.
If you want to add custom fields to your sign-up and checkout forms, you'll need to create them before adding them to your forms.