Custom forms

Custom forms allow you to gather extra information from your members. You can add as many "fields" to a custom form as you need and you can have the following field types:

• Text box
  
• Text area
  
• Date
  
• Checkbox
  
• Drop down options
  

Once you have created a custom form and added some fields, you can email a link to the form to your members via the "Club Inbox" page.

Compose an email and click on the last icon on the editor toolbar and a popup will open listing your active custom forms. Click on one and a special code will be inserted into the email.

You can add up to 5 custom form links in an email

The recipients will receive a special link for them to click on so they can complete the form online.

To view a completed custom form either view the member in question and click on the documents tab, or run the custom forms report.

• Related Articles

• Custom forms

  Run this report to view your member's custom form data.

• Custom fields

  To view your members and their custom fields data, run this report. The system will list all the members who have been assigned to the custom field group you select, and will list their data associated with that custom field.

• Custom field groups

  Custom fields allow you to store information against members that there are no fields for. For example, if you wanted to store the date that a member's first direct debit started, you would use a custom field for it. You can assign one custom field ...

• Custom reports

  To build your own custom reports, go to "Reports > Members > Custom reports". This page has various options that appear or disappear when you select the various reports.  The first section is the fields you want to appear on the report, such as first ...

• View registration forms

  When a new member joins the club they can fill out a form and all of their details will be recorded. There are 2 ways to record registration forms: Via your club website (for clubs on Option 1) Via the API