Build a form
What you’ll achieve: a form your members can fill in — for onboarding, event sign-up or any question set — with answers that flow into the right places.
Prerequisites: a created club, and the Forms / Add New permission to create forms (Forms / Manage to edit them).
Form types
Section titled “Form types”When you add a form you choose its type:
- Onboarding Form — shown to new members who join via a club invite link. Only one can be active per club.
- Standard Form — a general-purpose form.
- Inscription Form — for player inscriptions to join training groups or teams, displayed on your main club page. Nothing to do with tournaments.
- Competition Inscription Form — for team sign-ups to tournaments in the Competition module. See Create the inscription form.
- Open Forms and click + Add Form.
- Pick the type (e.g. Onboarding Form) — use Show more to read what each does — and confirm with OK.
- On the Configurations tab, give the form a title and description. Under E-mail configurations you can tick Send a copy to the user and add a CC e-mail address.
- Switch to the Questions tab and click + Add Question for each field.
- On each question card, set the question text and pick a type: Short Answer, Paragraph, Multiple Choice, Radio Button, Dropdown, Date, Birthday, Select Training Groups, Add Children, Attach Documents or Onboarding Fee.
- (Key for onboarding) Use the right-hand dropdown to map the answer to a member-data field — First name, Last name, Birthday, Email, Phone number, Observations or a custom field. This is what lets answers copy into the member’s file automatically.
- Use Required to make a question mandatory; Add Option to add choices. Then Save.
Question types with their own settings
Section titled “Question types with their own settings”Two types carry extra configuration on the question card:
- Add Children — registers a parent’s children as members while they apply. Under Child fields configuration you choose what each child row asks for (First Name, Last Name and Password are always collected; Collect email, Collect birthday and Collect phone number are optional) and set Max children, the number of children one submission may register. See set up a youth program.
- Select Training Groups — lets the applicant pick their group. You can hide the schedule preview and exclude or add specific groups.
- Onboarding Fee — turns the last page of the onboarding form into a sales page for a joining fee or yearly licence, paid through Stripe before the request reaches you. It has its own guide: Onboarding fee.
Add Children, Select Training Groups and Onboarding Fee are membership-form concepts and aren’t offered on competition sign-up forms.
Troubleshooting
Section titled “Troubleshooting””Onboarding Form already exists”
A club can have only one active onboarding form. Creating a new one converts the existing form to a Standard Form. Confirm to proceed, or edit the existing onboarding form instead.
The Answers tab is greyed out
The Answers tab is disabled until you’ve saved the form for the first time. Save on the Configurations tab, and it becomes available.
Answers aren’t copying into member files
Only questions with a member-data field mapped (step 6) copy automatically. Questions left as None are stored as answers but not written into the file.