Your organization may need your guests to enter details and sign certain membership forms such as the Membership Agreement form, when you sell a membership. Zenoti allows you to create membership forms and have them signed by guests.

This article helps you learn how to: 

  1. Create Custom Memberships Form 

  2. Associate the custom form with a Membership

  3. Ensure your guest fills and submits the Membership form:

Create Custom Memberships Form

In order to create a custom membership form, you should have an HTML form already built. Refer to the article, Build an HTML Form to learn more.  

To create a custom membership form  

  1. At the organization level, click the Admin icon and navigate to Custom Fields > Custom Forms.

  2. Click Add.

  3. Complete the following fields in the General tab to create the custom form:

    • Name: Enter a name for the form. Example: Membership-Agreement online.

    • Code: Enter a code for the form. Example: mpos1.

    • Description: Enter a description.

    • Assigned To: To associate the custom form to a membership, select the Memberships option.

    • Select one of the options:
      - Offline: If you select Offline, the form is available only in the print format
      from the web.
      - Online (default): When Online is selected, you can use it to capture the
      guest’s details and signature using Zenoti Mobile and web.

    • Select one of the form types as per your requirement:
      - Sign-up: Select Sign-up if the form is meant for signing up a guest for a new
      membership.
      - Cancel: Select Cancel if the form is meant for cancelling the membership for a
      guest.
      - Freeze: Select Freeze if the form is meant for freezing the membership for a
      guest.
      - Others: Select Others if the form is meant for membership activities apart from
      sign-up, cancel, or freeze.

    • Active: This option is selected by default and it means that the form is active and available for all centers.

  4. Click Next.

    A text box appears.

  5. Enter your HTML code in the text box.

  6. Click Save.

    Zenoti saves the membership form and enables the Memberships tab.

    When you create a new custom form, the Memberships tab is empty as there are no memberships associated yet. 

    When you associate the form with a membership (Marketing > Memberships > Memberships > Forms), the Membership tab shows the list of all the memberships associated with the form. 

Next Step: Associate custom form with a membership.

See Also

Build an HTML Form


  

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