Creating your Cub Signup Form

Using the Member Signup Form

Coacha allows your members to set up and manage parts of their profile to help you manage the admin load!

Before you start you will need to generate your club signup form link by heading to to Club Settings by either selecting the cog icon by your name or Dashboard > Club Settings.

Note: this is the form used when members join you club for a class, course or trial session.
 

Once you are there, head to the ‘Your Club Signup Form’ tab.

Tick ‘Create my club form’.

Sign-up form settings 

You can select whether members who fill out the form are either added as a full member or pending member who needs to be approved. 

You will also find your form link to share with your members. 

Adding payment options

You also have the option to include payment as part of your signup form. This allows members to complete payment at the point of registration.

For more information on setting this up, please refer to the dedicated guide on adding payment options to your form. Adding payment options to your sign up form.

Adding and adjusting fields 

You can now add and adjust the fields required on your sign up, and by clicking the toggle you can update the standard field requirements. 

Please be advised that certain fields such as NOK details for minors will always be required.

If you want members/parents to create their own passwords on the form, ensure that this is marked as required. 

 

T&Cs and Waivers

In this final section you can update and manage you club documents and waivers and mark them as mandatory as well as view any documents that are currently on there. 

Click the blue ’Upload a file’ button and select a file from your computer.

These documents will then be shown to the member/parent from the signup form and they will need to accept them before their data can be saved.

To view/remove the documents, click either of the below 2 buttons.

If you update these documents, all existing club members will be prompted to re-supply their consent the next time they log into the Member Portal.

Once completed, the members will go into a Pending Members section which you can access by heading to People > Your Members in the navigation and then click the Pending Members tab.

 

 

 

You can then choose to individually accept your members by clicking ‘accept’ or accept everyone by clicking ‘accept all’. This will then accept them into your club and present them amongst the other members.

When you accept these members, they will receive a generic email welcoming them on board with your club. 

Need help?

If you need any help with this process, please contact the support team at [e-mail].

Thank you
Coacha Team