Forms

Use Forms to build custom forms that can be placed on pages throughout your site.

What Forms controls

A form can control:

the questions visitors or members fill out
the text shown above the form
who is notified after a submission
what happens after someone submits the form
whether the form includes an optional payment step
the saved submission records your team can review later

In most clubs, a form is displayed on the website through Pages using the Form Section.

Create or update a form

Go to Forms in the Club Management Portal.
Click Create Form, or open an existing form to edit it.
Enter the Name.
Decide whether Active should be on yet.
Add an optional Headline and Additional Information.
Build the questions in the Fields area with Add Form Field.
Review Submit Button Text, notification settings, and post-submit behavior.
If needed, complete the Accept Payment panel.
Save the form.
Review the page where the form will appear.

Fields in Forms

Name

Use Name as the internal label for the form inside the Club Management Portal.

Helpful detail:

this is mainly for admins and does not need to match the visitor-facing heading exactly

Active

Use Active as the main on/off switch for the form.

Helpful details:

only active forms are offered when you choose a form in a new Form Section
if a form is turned off after it has been placed on a page, normal visitors will not be able to use the live form there

Headline

Use Headline for the visitor-facing title shown at the top of the form.

Additional Information

Use Additional Information for instructions or context shown above the form fields.

This is a good place for:

a short welcome or explanation
deadlines or response-time expectations
privacy or payment notes
any information people should read before they begin

Fields

Use the Fields panel to build the body of the form.

Current field types include:

Text, Single Line
Text, Multiple Lines
Dropdown with single choice
Checkboxes with multiple choices
Checkbox, Yes or No
Date
Number
Custom Text
Email Confirmation

Helpful details:

most question types include a Required option
Custom Text is useful for instructions inside the form itself
only one Email Confirmation field is allowed per form

Submit Button Text

Use Submit Button Text to control the label on the form's submit button.

Helpful detail:

if the form includes a payment step, the website button changes to Continue to Payment

Notify after submit

Use Notify after submit if someone on your team should receive an email when the form is submitted.

Notifications Email Address(es)

Use Notifications Email Address(es) for the destination email address or comma-separated list of addresses that should receive submission notices.

Redirect after submit

Use Redirect after submit when you want to send people to another page or URL after a successful submission.

Redirect to URL

Use Redirect to URL for the destination people should be sent to after the form is submitted.

Text shown after submit

Use Text shown after submit for the confirmation message that appears when you are not redirecting people elsewhere.

Hide form after submit

Use Hide form after submit if you want the form itself to disappear after a successful submission, leaving only the confirmation text.

Form Submissions

Open a form record and use Form Submissions to review saved submissions connected to that form.

Payment options

Use the Accept Payment panel when the form should collect a payment as part of the submission flow.

Available payment settings include:

Active
Payment Description
Headline
Instructions / Description for Payment Form
Allow Message
Amount Type

If Amount Type is Set by Club, the form can use:

Amount
Processing Fee

If Amount Type is Set by Member, the form can use:

Minimum Amount
Maximum Amount
Processing Fee Percent

Helpful details:

the payment area only appears when your club's Stripe connection is active and the form's payment settings are fully configured
if you use Email Confirmation, the submitter can receive a form confirmation email, while Stripe sends its own payment receipt separately
the Stripe connection itself is handled during initial setup, while the form-specific payment fields are managed here

Spam and submission protection

Forms include built-in protections to reduce spam and repeated automated submissions.

Helpful details:

the website includes a hidden field that bots often fill but real visitors do not
the form checks how quickly it was submitted
the submission route also uses request throttling

This protection is automatic, so there is usually nothing extra your team needs to turn on.

Add a form to a page

Go to Pages and open the page where the form should appear.
Add a Form Section.
Choose the active form you want to display.
Save the page.
Review the live page.

Helpful detail:

access to the form comes from the page where it is placed, so page permissions still matter

If a form is not behaving as expected

Check these items first:

the form itself is marked Active
the page and Form Section using the form are active
required questions are being completed correctly
Redirect after submit and Redirect to URL are set the way you expect
Text shown after submit is present if you are not redirecting
if payment is enabled, the payment settings are complete and your club's Stripe connection is active