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How do I set up Client Sign Up Forms, Waivers, & Questionnaires?
How do I set up Client Sign Up Forms, Waivers, & Questionnaires?
Daniel Freire avatar
Written by Daniel Freire
Updated over a week ago

When your clients sign up online, you'll want to capture their information. Studio has a 'default' client signup forms you can edit, as well as the ability for you to build out your own custom forms (i.e. waiver).

Member client sign up forms

Go to Settings > Member Area > Member Form Set Up > select Edit default member sign up form:

On this form, you have the option to select which fields are visible, as well as optional or required on the member sign-up form! Simply check off the box next to each field you would like to be displayed. To make the field required, check off the box next to required.

Additional custom client sign up forms (Form Builder)

Activating the Form Builder is a useful feature that allows you to build out your own forms (such as liability waivers, health forms, and PAR-Q).
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You can completely customize the form with your own questions, information, checkboxes, communication preferences, and even a digital signature.

To set this up, head to the Member Form Setup (Settings > Member Area).

Once you've activated the Form Builder option, you can start creating your form:

To add an item to the form, drag & drop one of the form fields from the right into the builder on the left. Once in the form, you can hover over the item you wish to edit and a few icons will appear allowing you to Edit, Copy or Remove.

To re-position the order of the form items, simply drag & drop the items into the preferred place.

When editing a form item, you can customize the wording and basic formatting, and even add text links. If you want to make a field mandatory/required, check the 'Required' checkbox:

You can also Add Communication Preferences and Require a Digital Signature:

To see what your form looks like, select the 'Preview Form' button on the right.
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After saving, this form will then be displayed to your clients when they sign up through your Member Area Website or Mobile App.

Once submitted, you'll be able to see your client's submission through their profile under the Member Form tab! From here you can also print or export it as a PDF.

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