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Knowledge Base |
Create A Waiver Using Custom Forms
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This article and video will guide you through creating a custom form, such as a waiver, for clients.
Requirements - A Master Admin login or a staff type with the following permissions:
After you create a waiver you will need to create and link it to a presentation before it will be available for staff and clients to use. To learn more about this process, click here.
To access custom form setup click on Setup > General > Custom Forms. The following options are available:
Form Name - Type the name for the form you are creating.
Description - Add an optional internal description for your staff.
Take Any Signatures Using - Select from the drop down how you want your customers to sign the form.
Type of Form - Select if the form you are creating is a Waiver or a Health History.
Required For All Leads - Select Yes if you want to make this specific waiver a requirement for all your leads.
Required For All Members - Select Yes if you want to make this specific waiver a requirement for your members. This will prompt a separate toggle: Required For All Inactive Members?
Send Email When Form Is Complete? - Check mark if you want to receive automatic emails when the form has been submitted.
Send Email To This Address - Type the email address you would like to receive notifications when a new form has been completed.
Use Email Template - Select an email template from the drop down to use when sending this email.
Click Create Form which will make the form appear under the field Existing Forms. Click the edit pencil next to your form name to continue.
NOTE: You can click the red x icon to delete this waiver until is it used the first time. After it is used you will not be able to delete the form as it will remain for auditing purposes.
Select the Text Block option from the drop-down under the Add New Element section. Click the Add New Element button. A text box will appear for you to enter in the desired text. Once you have entered the desired text click the Save button to add the element to your form.
Select the Client Info (limit 1 per form) option from the drop-down under the Add New Element section. Click on the button Add New Element to continue. Check the box next to each field of information you would like to collect from the client and then click the Save button to add this element to your form.
Select the Confirmation option from the drop-down under the Add New Element section. Click the Add New Element button. The confirmation dialog box will appear. Enter the desired text for the confirmation prompt to display select whether you want a response style of Yes/No or a Checkbox which will appear for the client to select as the confirmation. Once you click the Save button the confirmation element will appear in your waiver.
Select the Multiple Choice option then the desired answer style from a second drop-down box. Click the Add New Element button to advance to the next step. Enter in a name for the multiple choice question, select whether a response is required, add each response option for the question. By default only two answer boxes appear. Click the blue link Add Another Option to add more boxes as needed. Once you have complete the multiple choice element click the Save button to update your form.
Select the Signature option from the drop-down and click the Add New Element button. Enter the title for the signature prompt, select if the signature is required. Click the Save button to add the signature element to your waiver.
Select Question option from the first drop-down and then the desired answer style from the second. Click the Add New Element button to advance to the next step. Enter in the question you want to ask, check if the response should be required, and whether a single or multiple line response should be displayed. Click the Save button to add this element to your waiver.
Select Section Header / Separator option from the drop-down. Click the Add New Element button to advance to the next step. Enter the title of the the section header / separator. Click the Save button to add this element to your waiver.
Select How They Hear About Us? option from the drop-down. Click the Add New Element button to advance to the next step. No configuration is needed and all referral types will be inclu
Requirements - A Master Admin login or a staff type with the following permissions:
- Club Setup - Can access setup
- Club Setup - Can access custom forms setup
Creating A Custom Form
To create a waiver you will be adding form elements to a document using the club forms editor. The eight elements that can be added are:
- Text Block
- Client Info (limit 1 per form)
- Confirmation
- Multiple Choice
- Signature
- Question
- Section Header/Separator
- How Did They Hear About Us? (limit 1 per form)
After you create a waiver you will need to create and link it to a presentation before it will be available for staff and clients to use. To learn more about this process, click here.
Step 1 - Accessing Form Setup
To access custom form setup click on Setup > General > Custom Forms. The following options are available:
Form Name - Type the name for the form you are creating.
Description - Add an optional internal description for your staff.
Take Any Signatures Using - Select from the drop down how you want your customers to sign the form.
Type of Form - Select if the form you are creating is a Waiver or a Health History.
Required For All Leads - Select Yes if you want to make this specific waiver a requirement for all your leads.
Required For All Members - Select Yes if you want to make this specific waiver a requirement for your members. This will prompt a separate toggle: Required For All Inactive Members?
Send Email When Form Is Complete? - Check mark if you want to receive automatic emails when the form has been submitted.
Send Email To This Address - Type the email address you would like to receive notifications when a new form has been completed.
Use Email Template - Select an email template from the drop down to use when sending this email.
Click Create Form which will make the form appear under the field Existing Forms. Click the edit pencil next to your form name to continue.
NOTE: You can click the red x icon to delete this waiver until is it used the first time. After it is used you will not be able to delete the form as it will remain for auditing purposes.
Step 2 - Adding A Text Block Element
Select the Text Block option from the drop-down under the Add New Element section. Click the Add New Element button. A text box will appear for you to enter in the desired text. Once you have entered the desired text click the Save button to add the element to your form.
Step 3 - Adding Client Info Element
Select the Client Info (limit 1 per form) option from the drop-down under the Add New Element section. Click on the button Add New Element to continue. Check the box next to each field of information you would like to collect from the client and then click the Save button to add this element to your form.
Step 4 - Adding A Confirmation Form Element
Select the Confirmation option from the drop-down under the Add New Element section. Click the Add New Element button. The confirmation dialog box will appear. Enter the desired text for the confirmation prompt to display select whether you want a response style of Yes/No or a Checkbox which will appear for the client to select as the confirmation. Once you click the Save button the confirmation element will appear in your waiver.
Step 5 - Add A Multiple Choice Form Element
Select the Multiple Choice option then the desired answer style from a second drop-down box. Click the Add New Element button to advance to the next step. Enter in a name for the multiple choice question, select whether a response is required, add each response option for the question. By default only two answer boxes appear. Click the blue link Add Another Option to add more boxes as needed. Once you have complete the multiple choice element click the Save button to update your form.
Step 6 - Adding A Signature Form Element
Select the Signature option from the drop-down and click the Add New Element button. Enter the title for the signature prompt, select if the signature is required. Click the Save button to add the signature element to your waiver.
Step 7 - Adding A Question From Element
Select Question option from the first drop-down and then the desired answer style from the second. Click the Add New Element button to advance to the next step. Enter in the question you want to ask, check if the response should be required, and whether a single or multiple line response should be displayed. Click the Save button to add this element to your waiver.
Step 8 - Adding A Section Header / Separator Form Element
Select Section Header / Separator option from the drop-down. Click the Add New Element button to advance to the next step. Enter the title of the the section header / separator. Click the Save button to add this element to your waiver.
Step 9 - Adding How They Hear About Us? Element
Select How They Hear About Us? option from the drop-down. Click the Add New Element button to advance to the next step. No configuration is needed and all referral types will be inclu
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