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.
Creating a New Custom Field
Navigate to the 'Members' tab and click 'Member Settings' then select 'Manage fields'.
Then select 'Create Fields'
Choose the type of custom field you’d like to create (see descriptions below) and fill out the required information.
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
Adding a Description to a Custom Field
You can include additional context for each custom field by filling in the Description section during setup.
This is helpful for explaining why the information is being collected or how members should respond. The description text appears below the field label on the membership form, making it clear and accessible for members as they fill it out.
Example:
If you’re collecting a t-shirt size, your description might say:
“Please select your preferred shirt size for event merchandise.”
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
Making a Field Mandatory
When activating your Custom fields, you can also select if you want a field to be 'Required'. If you select a field to be Required, then a Member cannot move forward with their Membership without adding information into the Required fields.
Description of screenshot: Showing the Required field option
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 Member to select a single choice.
Dropdown: Give multiple options that are collapsed for the Member to select a single choice.
Checkbox: Give multiple options that are displayed for the Member to select as many choices as they want.
Waiver: Include a body of text that the Member 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.
Phone: This field allows you to collect Phone numbers from your Members
File: This field allows you to collect uploaded files from your Members
Custom Fields for Admins-only
You can also set up Admin-only fields within the Total 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: 'Custom 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.
Can an Admin bypass the Required fields?
Yes, when adding a Member manually an Admin can 'Skip Required Fields' that way the information can be saved without needing to add all of the required fields.
To get the Skip Required Fields option, you'll just try to add the new Member and if there are any Required fields not filled out, then it'll ask if you'd like to Skip the Required fields.
