Custom Forms are useful to studios because they allow the studio to collect additional information from their customers upon signing up. These forms also provide a means to display a full-page version of the Terms, Conditions, and Liability during sign-up.
Custom Forms are an optional add-on feature in the zingFit system. If a studio would like to add them please contact the support team.
Forms are located under Admin > People > Customer Info > Forms. Start by selecting + Add Form. You will be prompted to give the form a name, a use, and an alert email address to where a studio may want all responses to go. The Existing Customer Alert field will display when an existing customer signs on and has not yet agreed to the new terms.
Use For Options
-Intake: Prompt new customers to complete the form
-Follow up: A form follow-up will be sent overnight to all existing customers (using the Form Follow-up System E-mail) to request for the customer to complete the form
- Intake and Follow-up: Prompt existing as well as new customers to complete the form and will trigger a Form Follow-up system email based on the follow-up configuration.
-Terms: The form will appear when a new customer signs up instead of checking off the 'Terms and Conditions. This form will also prompt existing users to complete it.
*Please Note- Only one form will display in the sign-up process. If you have multiple forms to provide for new customers, we suggest creating one Intake form that includes all forms required.
Form Items
You will now see your form, however, there is no content yet. Select + Add Form Item. From here, you can select the fields you want to show in the form.
The form fields/items include:
Short Text (Up to 50 characters)
Long Text (multi-line text box) 1000 Character Limit
Multiple Choice (Pick one option)
Checkboxes (Pick one or more options)
Select List (Pick one option – multiple choice for longer lists)
Section Header (Section Divider with optional header and descriptive text)
Physical Signature (Customer uses mouse, trackpad, or touch screen to sign their name) Please note that this is only supported on modern browsers.
Once the form items have been filled out you can set their order of display. This is done by selecting a number from the sort column to the right when viewing the form items. Once all items are selected and ordered, select the publish button on the Forms page.
Additional Resources