Your registration form is the public form new customers use to sign up to your business. When someone completes it, membermeister automatically creates a student record in your account - along with a parent/guardian/billing contact where needed. This new registration will show up on your membermeister dashboard, ready for you to convert them into to an active student.
Watch this video or read the full article below for more detail:
Navigate to registration form settings
Click your name in the top right corner and choose Account Settings.
Scroll down to the Forms panel.
Click Configure from the Registration form section.
Adjust the general settings
The first panel, General settings, covers how new registrations are handled behind the scenes, as well as whether to ask (and require) new registrations to accept your terms and conditions before completing their registration.
Notification email - the email address that receives a notification every time someone completes the form. Leave blank to use your default account email.
Student tag - automatically applies this tag to every new registration, useful for grouping or filtering.
Student colour - sets the profile colour for new registrations. Set it to black to disable.
Terms and conditions - tick this to require customers to accept your T&Cs before submitting. You'll need to have a T&Cs link saved in your account settings first.
Show embed code - reveals a snippet of HTML you can paste into your own website if you'd like to have the form displayed there directly.
Adjust the payments settings
If you've connected a GoCardless account, a panel for payment settings will be visible. This lets you collect a fee, set up a Direct Debit mandate, or both as part of the registration process.
Enable payments - turn this to Yes to enable the payment step. When set to No registrations will be submittable free of charge and without setting up a direct debit.
Payment type:
Upfront payment and future payments - takes an upfront payment via Instant Bank Pay and sets up a Direct Debit mandate at the same time.
Upfront payments only - takes a one-off payment via Instant Bank Pay (no mandate setup).
Future payments only - just a Direct Debit mandate setup (no upfront charge).
Payment - charge a flat fee per form submission, or a fee for each student registered (useful for families registering multiple children).
Description - a short line the customer sees next to the charge (for example, Registration fee).
Amount - the amount to charge.
If you haven't connected GoCardless yet, you'll see a prompt to enable it from your main Account Settings.
Don't forget to click Save at the bottom of the page once you've made your changes.
Add custom fields to the form
By default, the registration form collects the standard membermeister details (name, contact details, date of birth and so on). To collect anything extra - a school name, a medical note, a T-shirt size, photo consent - you add a custom field to your account and then assign it to the form.
If you haven't created your custom or consent fields yet, see How to create custom fields first.
On the registration form settings page, scroll to the Form fields panel and click Edit fields.
After clicking on Edit fields you will be taken to the form building page. Read the following article for more detailed instructions on how to add fields to the form from there:
Make the registration form public
Your registration form is published and publicly accessible by default. To share it:
Click View form on the settings page to open the live form.
Copy the URL from your browser's address bar.
Share it with customers by email, in your social media bios, or anywhere else you send new enquiries.
If you'd rather host the form on your own website, click Show embed code in the General settings panel and paste the snippet into your site.
A few tips
Don't ask for more than you need. Long forms have lower completion rates. Start with a little as possible and add fields later if you find you need them.
Use descriptions on custom fields to explain why you're asking for something sensitive - customers are more forthcoming when they know why.