To set up custom fields your members, go to the Settings icon in the top right corner and select Store Settings. Click on Member Intake.
How to Create a Form Field
Select Create Form Field to set up some fields for members to input their details.
- Field name – Add the name of the field, this is the heading for the field.
- Field type – Select from the dropdown list of field types, for example text input, dropdown, checkbox. Depending on your selection you can add the different fields or options.
- Label text – Add the label text, this is the text that will sit inside the field box.
- Required – Toggle whether this form field is required or not.
- Display on public profile – Toggle whether you’d like this field displayed on their public profile in the member directory.
Here is an example of a dropdown with a single select. Note how multiple options are separated with a comma.
You can then add a new field by selecting Add custom field. In the example below I added Field Type - Text Input and added a URL under Validation.
If you’d like to preview your intake form, click on Preview intake form. You can also change the order of the fields by clicking on the six dots on the left.
How Members Add Their Details
Any new members will be prompted to add these fields when setting up their profiles.
Existing members who are already in your space will be prompted with a pop-up to add required fields to their member profile.
Once required fields have been added, you will see the information on their member profile.
How to View Your Customer’s Details
If you would like to view your customer’s profile fields, go to My Customers, Actions and View Details. Go to Intake Details and view the customer’s details. You can also update them if required. If you’d like to download the content as CSV, go to Download.
Setting up member fields works for members joining via a direct invite link or through your store.