You can now customize the information that you would like to collect from your members in Staff App and Front Desk by using custom fields.
What is a field? A field is a question you want answered when adding a new person into your system.
How to set up custom fields:
- Log in to Zen Planner Studio
- Click on Setup
- Click on Form Builder under Registration
There are 2 types of forms:
- Staff: Staff App and Front Desk registration
- In Gym: Kiosk registration
Note: If fields were configured in the old form builder for In Gym registration, they will automatically be available for your Staff registration forms!
You can customize each of these forms to ask the same questions or be completely unique!
How to customize your forms:
- Select a universal field from the dropdown
- Click Add
- The field will appear at the bottom of your list of fields
Want to ask a question you don’t see in the dropdown? Click on Add a Custom Field. For more information on creating your own custom questions click here
Registration form field customization:
- Required or not
- Sort order
- Add or remove fields at any time
Where are custom fields in Staff App or Front Desk?
Click on +Add Person and your custom registration form is ready to use.
Click into a person’s profile > edit. All registration form questions are available to view or edit.
Check out a quick video demonstrating where this appears in Staff App: https://share.getcloudapp.com/9ZuEl48A