Make Forms Mandatory For Add-on Members
This article explains how to enable the setting that makes submission of a form mandatory when adding add-on members to a membership. When enabled, users cannot skip the form during the add-on member enrollment process.
Overview
When adding add-on members to a membership, it is often important to collect consistent and complete information for compliance, eligibility, or operational tracking. This setting allows you to mandate form submission during the add-on member enrollment process, ensuring no required data is missed.
Prerequisites
Role: Any role with access to the Administrator mode
Permissions: No special permissions required
To make filing of a form mandatory for add-on members, follow these instructions:
At the organization level, click the Configurations icon.
In the Memberships section, search for the setting named Enable form submission during add-on member - Mandate form submission in POS (Web and ZMA v2).
Turn on the toggle.
Click Save.
Points to consider
By default, this setting is disabled. When disabled, users can choose to skip form submission while adding add-on members.