Creating a Custom Form

(Please note that this feature requires a subscription to our Coacha Custom Plan. If you are on any other payment plan and want to test this feature, simply email [e-mail] for a complimentary 14 day free upgrade to Coacha Custom).

This guide will take you through all of the sections you can use to create a custom sign up form. Head to the following section to get started:  

Head to Public Pages and Sign Up Forms.

Then select the Create New Sign Up Form option.

Now you can begin creating your new club sign up form. 

Sign up form basic information.

By default your new form will be offline. This allows you to create your form without it being seen by your members. Leave this option as 'offline' until you are ready to let people see it. 

Then add your form name and your description for the form. The better the name and description the will mean your members will know what form they are filling in. This is especially important if you have several different forms.

Auto adding sign ups to classes or groups.

With your new form, you are able to automatically add members to specific classes or member groups. Select the classes and groups you would like your sign ups to be added to making sure to hit the 'Add' button to save your selections. 

Adding payment options to your sign up form.

This section allows you to to add payment options to your sign up form. Please see this guide on adding payment options to your form.

Adjusting standard fields on your form.

Sometimes you will want to control which standard fields that are shown on your sign up form, and which fields are required / compulsory. You can control all of the standard coacha fields in this section, as well as password generation and login setup. 

Adding custom fields to your sign up form.

We have comprehensive and highly configurable custom fields generation in Coacha. Here you are able to create individual fields, sections and hierarchies of information. Check out our complete guide to adding custom fields to your sign up form here.

Add your Terms & Conditions and Waivers

Upload your T's&C's and waiver documents to your form. These are best uploaded as PDF files so that your members can open them. Note, you can tick to make agreeing to these documents mandatory. When you do so the potential member will not be able to proceed with their sign up unless they confirm they have read the document.

Additional medical information

If you have set up additional medical fields in your common settings, they will appear here for you to select for this specific form. 

Customised 'Welcome' email.

Finally for this set up, you are able to create a custom 'Welcome' email for people joining your club through the sign up form process. Each form can have its own welcome email and information. Your new members will receive this email once they have signed up and completed all steps. 

When you have completed your form set up, make sure to hit the SAVE button to lock in your changes. 

Making your new form live and sharing the link.

You can make your new form live at any time by flicking the 'Enable this form' toggle to live and hitting save. Here you will also find the Sign up form link ready for you to share with people or for embedding on your website, in emails, on social media etc. 

You're all done! 

Thanks

The Coacha Team