Custom Forms

The permission required to access this page is "Edit Club Details".

Custom forms allow you to gather extra information from your members.

To create a custom form, click the "Add Form" button.

Enter the relevant details then click the "Add Form" button.

Once you have added a form, click on it to view the details, then click the "Add Field" button.

You can add as many "fields" to a custom form as you need and you can have the following field types:

• Text field
  

• Text area
  

• Date
  

• Check box
  

• Text block
  

• 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 on the "Reports > Members > Custom Forms" page.