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Registration is open. Is the first session ready?
Work through the people, spaces and information your team needs before a program begins.
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Forms & member intake
A clear request.A useful next step.
Collect structured member information and keep submissions organized for staff review and follow-up.
For clubs, recreation facilities and the communities around them.
Request details
Ask for what the team needsMember requestUpdate household details
- Member name
- Required field
- Household
- Required field
- Requested change
- Tell the team what to update
Shape intake around the review process.
From member intake to staff action
Ask the right questions.Follow the response.
Define the request
Choose the information your team needs to handle the task.
Collect the details
Give members or staff a clear form to complete.
Review and continue
Use the organized submission for the appropriate next action.
Member response
A contact update with the useful detailsMaya LewisMember form · Household contact update
- Account reference
- Lewis household
- Request description
- Please review our primary contact information.
A form is the beginning
The details arrive.Your team can use them.
Give registration questions, requests and intake a structured place in your workflow.
Structured intake
Collect the fields your club needs at the start.
Organized submissions
Keep the incoming response available for review.
Room for more steps
Explore custom workflows for deeper approval and follow-up needs.
Beyond the submit button
Keep the response.Move the request forward.
Give staff a useful starting point for reviewing the details and deciding the next step in your club’s process.
See the submission reviewSubmission review
The requests waiting for a staff response01Household contact updateMaya Lewis · Member formReceived
02Program information requestRivera household · Member formFor review
03Guest visit questionMorgan household · Member formFor review
Forms & member intake, explained
A few questions.A clearer next step.
Find answers about forms & member intake for your club.
What can club forms collect?
Common examples include requests, registrations and structured member intake. We will review the fields and follow-up needed for your specific process.
What if a form needs several review steps?
Custom workflows & forms is the place to explore approvals and club-specific processes beyond basic intake.
How do we choose which questions belong in the form?
Work backward from the decision staff need to make. Include the information required to understand and handle the request, and remove questions that do not change the next action or serve a clear recordkeeping purpose.
Part of your day.Part of the whole.
Connect this workflow to the people, spaces and records behind it.
Explore all features
Turn club intakeinto a clearer workflow.
Bring one existing form and follow its response through the next staff action.
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Read articleA closer look at forms & member intake
An open inbox is a difficult intake process to manage.
A form is only the beginning. Disconnected responses still need someone to copy the details into the right record and chase the next action.
The first response asks for more information
Free-form requests often omit the detail that determines the next step. Staff must send another message before they can even begin handling the member’s question or registration.
Submissions arrive in different shapes
A phone note, an email and a handwritten form can describe the same request differently. The team spends time interpreting the format before it can compare or review the information.
Complex requests lose their route
Some submissions need more than a quick answer. When the intake process does not reflect that, the request can bounce between people who are each waiting for someone else to act.
Bring a real example.
In your personal walkthrough, we’ll explore:
- One existing form and its follow-up
- Required fields and submission review
- Requests that need approval or routing
Choose forms that support the work after submission.
How do we choose which questions belong in the form?
Work backward from the decision staff need to make. Include the information required to understand and handle the request, and remove questions that do not change the next action or serve a clear recordkeeping purpose.
Who should review an intake form before it is used?
Include someone who submits the information and the person responsible for acting on it. Their review helps establish whether the questions are understandable and whether the response gives staff a useful starting point.
How should we test a form before choosing a platform?
Complete a representative request, then follow it from the reviewer’s perspective. Check whether the submission provides enough information to take the next action without another round of basic questions.
What can club forms collect?
Common examples include requests, registrations and structured member intake. We will review the fields and follow-up needed for your specific process.
What if a form needs several review steps?
Custom workflows & forms is the place to explore approvals and club-specific processes beyond basic intake.