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

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.

Contact Support

If you have any questions regarding payment forms, you can contact our dedicated support team via the form below.

When contacting support, it's important that you provide as much relevant information (including steps taken, links and screenshots to relevant pages) so we can help to resolve the query as quickly as possible for you.