Summary
Creating Custom Fields for your Members is quick and easy.
Join It allows you to customize which fields will be collected by membership type, so that you can collect any information needed from your Members. Once a custom field is created for your Organization, we give you the ability to add that custom field to any of your membership types from there.
Step-by-Step Guide
Navigate to the 'Members' tab and click 'Member Settings' then you'll click on 'Manage fields'.
Then to create a new Custom field you'll click on the button that says 'Create Fields'
Determine which type of Custom field you'd like to create (more information on each type below) and add the information needed
Click 'Create Custom Field'
Lastly, you'll have to 'Activate' these Custom Fields on each of your Membership Types.
Description of screenshot: Custom field creation page
How to 'Activate' Custom fields
To activate your Custom Field(s) onto your Membership types you'll want to go to the 'Members' tab, then click 'Membership types', then click on one and click 'Edit Fields'. There you can use the toggle switch to turn 'on' Custom Fields or Standard Fields to be used on the Membership form that Members see.
Description of screenshot: 'Edit Fields' page under the Membership types settings
Types of Custom Fields
You can create different types of Custom Fields to appear on your checkout form. These include:
Textbox: A simple one-line input field for a member to write any text.
Paragraph Textbox: A larger multi-line input field for a member to write a paragraph of text.
Radio: Give multiple options that are displayed for the user to select a single choice.
Dropdown: Give multiple options that are collapsed for the user to select a single choice.
Checkbox: Give multiple options that are displayed for the user to select as many choices as they want.
Waiver: Include a body of text that the user has to 'Accept' before purchasing.
Image: This allows you to collect images from your members.
Date: This field allows you to collect dates from your members.
Custom Fields for Admins-only
You can also set up Admin-only fields within the Growth package or above. This allows for only Admins to view and edit the field.
To create and Active an Admin-only field you'll want to follow the directions below:
You'll want to navigate to the same page as the Custom fields are created here.
Then click 'Create fields' under the Admin-only section on the right hand side.
Then you can go into each Member's membership to see the Admin-only field that you've activated. You can edit the information there for you and your Admin's to see. :)
Description of screenshot: 'Create Fields' page
Frequently Asked Questions
Can I set the order of Custom Fields?
For the 'Custom Fields' (excluding the first few Standard fields), you can determine the order that they appear on the checkout page by the order they are 'activated'. Here's where you can learn more about that.
Can I allow my Members to sign a Waiver?
Yes! We are integrated directly with SmartWaiver. That allows you to have Members sign a Waiver during their checkout process. Here's where you can find more information on that.