Key Steps

 1. Open Field Management in the Club Section

• Navigate to the Club section in the main menu.
• Select Field Management.
• Use this area to create custom fields/forms for member records and membership purchases.

2. Create a New Form Field 0:48

• Click Add New Form.
• Enter a clear title for the field.
• Choose a field name that matches the data you want to collect.
• Example: create a field to capture how many days a member is willing to volunteer.

3. Decide Whether Members Can See or Edit the Field 1:04

• Choose whether to hide the form from members.
• Hidden: members cannot view or edit it in the portal.
• Visible: members can view and update it later.
• Confirm whether the field should be available only for staff use or also for member self-service.

4. Build the Form Layout and Add the Field Type 1:26

• Add optional layout elements such as:
• Headers for section titles
• Attachments if you need members to upload files
• Grids for structured information
• Add the actual field using the appropriate input type.
• Available field types include:
• Paragraph text
• Check boxes
• Multiple choice
• Dropdowns

5. Configure a Field (example) 2:12

• Select Multiple Choice for the volunteer-days example.
• Enter each answer option you want members to choose from.
• Mark the field as required if the response must be provided.
• Review the options to ensure they match the business rule you want to enforce.

6. Set Member Visibility and Edit Permissions 2:35

• Open the form settings.
• Set the field to be viewable by the member if needed.
• Set the field to be editable by the member if you want them to update it later.
• If you want the member to enter the information once and not change it, disable editing.

7. Finalize the Response Options and Save the Form 2:59

• Confirm the response options are correct.
• In the example, do not include a zero-day option if members must volunteer at least one day.
• Click Save to store the form.
• Once saved, the field is ready to be added to the membership purchase journey.

Cautionary Notes

• Ensure the field title is clear and easy for staff and members to understand.
• If the field is hidden, members will not be able to view or update it in the portal.
• If the field is marked required, the membership purchase process may not continue until it is completed.
• Double-check multiple-choice options before saving, since these determine what responses members can submit.
• Be careful when allowing edit access, as members may change data after submission if editing is enabled.