How to set up the new member questionnaire.
The member questionnaire is asked when someone requests to join on your member page. Staff can also fill it in at the counter.
- Who it is for
- Owners and managers
- Plan
- Every plan (Basic, Advance and Team)
Set up the questions
- Open Settings > Member questionnaire.
- Switch on Ask new members the questionnaire.
- Edit the default questions or click Add question. For each, type the question and pick Short answer, Long answer, Choose one, Yes / No or Date.
- For Choose one, list the options one per line. Tick Required for questions that must be answered.
- Use Move up and Move down to order them, then click Save questionnaire.
Make phone number compulsory
On the same page, switch on Phone number required. New members must give a phone number when they sign up or ask to join, in the app and on the web. Members you add yourself are not affected.
What your customers see
- New members answer the questions as part of their join request.
- Staff see the answers under Questionnaire answers on the join request and in the Fitness profile (gyms) or Member questionnaire card on the profile.
Common problems
- An existing member never answered.
- Open their profile and click Fill in on the questionnaire card to enter the answers yourself.
- Can I start over?
- Click Reset to the default questions, then Save questionnaire.
Related guides
- How to approve or reject people who ask to join
- How to collect signed consent forms before a service
- How to add a new customer or member
More in Customers and members, or start with the getting started guide. Still stuck? Contact us.