Payment forms

This article covers adding membership fields to a payment form, creating a custom form, selecting who can fill it out and completing the form.

Quick links:

Overview

Membership fields

Custom form fields

Who completes the form

Completing the payment form

Viewing a completed payment form

Overview

Once you have created a product, you can attach a payment form.

A payment form allows you to capture vital information the club needs as the member buys the product.

A membership field is one created in the Membership area of the club control panel and is stored on the member's record (e.g. medical conditions)

A custom form field is one created bespoke for the product and isn't stored in the Membership area (e.g. menu option)

Membership fields

Step-by-step guide:

  • Go to your club control panel
  • Click 'Shop and payments' from the left-hand menu
  • Click 'Products' from the sub-menu
  • Click on the product name
  • Click 'Payment Form'
  • Click 'Add a membership field'
  • Tick the field(s) you wish to attach to the payment form
  • Click 'Add Field(s)'
  • Click 'Save'

Custom form fields

Step-by-step guide:

  • Go to your club control panel
  • Click 'Shop and payments' from the left-hand menu
  • Click 'Products' from the sub-menu
  • Click on the product name
  • Click 'Payment Form'
  • Click 'Add a custom form field'
  • Enter the form field details
  • Click 'Add field'
  • Click 'Save'

Who completes the form

Once you have created the payment form, there are some additional options:

  • If the field is required
  • Who the field is related to (the member buying the product, or the member tagged to the product)

After making any changes, click 'Save'.

Viewing a completed payment form

Step-by-step guide:

  • Go to your club control panel
  • Click 'Shop and payments' from the left-hand menu
  • Click 'Products' from the sub-menu
  • Click on the product name
  • Locate the member's assignment
  • Click on the member's name
  • Click 'Payment Form'
  • View the information entered in the payment form

The completed payment form details can also be viewed en masse in the product assignments export. For more details, click here.