These updated forms allow you to customize onboarding per membership plan, including support for Group Memberships, Sub-Member fields, and Auto Approval.
What’s New Compared to the Old Application Forms?
Feature | Old Application Form | New Sign-Up Form |
Plan-based forms | ❌ | ✅ |
Sub-member fields | ❌ | ✅ (if Group Membership is enabled) |
Auto approval per plan | ❌ | ✅ |
Multiple forms per account | ❌ (1 global form) | ✅ (one per plan) |
What You Can Do with the New Sign-Up Forms
Customize fields for each membership plan
Ask separate questions for sub-members (if Group Membership is active)
Automatically approve applications for selected plans
Collect more relevant and targeted data during the sign-up process
How to Set It Up
Go to your Admin Panel → Membership → Plans
Create or edit a membership plan
Scroll to the Sign-Up Form section
Toggle Enable Sign-Up Form
Add your custom fields for:
Primary Members
Sub-Members (only visible if Group Membership is enabled)
Toggle Auto Approval if you want members to be approved instantly
When to Use Auto Approval
Enable Auto Approval if:
You trust the segment (e.g. internal staff, known organizations)
You want to streamline onboarding
You've added fields to capture all the needed information
New members (and their sub-members) will be approved immediately after submitting the form.
Suggestions for Setup
Use clear field labels like “Child’s Age” or “Department”
Only ask what’s necessary; keep it short and purposeful
Match the tone and language to the audience (corporate vs. family)
Use clear plan names like “Family Plan – Up to 5 Members” or “Corporate Membership – 10 Seats”
Migrating from Old Application Forms
If you previously used the global application form:
You can now manage sign-up fields directly within each membership plan
Sub-member onboarding is now supported via Group Memberships + Form Fields
You no longer need to use the “Application Form” settings under the Settings tab
Need help transitioning from your old form setup? Contact us via Chat or [email protected].