Go to: Configuration, then click on “Application Form Settings” found in the sidebar under Recruitment
Customize the General Settings section:
Approval: Check box if members require approval; automatically give the ‘Applicant’ status, instead of ‘Accepted’ status, once this application is completed
Send Email: Check box if you would like an email automatically sent to each new applicant following completion of the form
New Member Email Message: Enter your custom message in the text box
Required Fields: Check to display only required Contact Information fields (name, address, email and one phone number).
Note: Contact Information fields, including which are required, cannot be changed or removed
Birthdate: Check to display and require applicants to enter a birthdate
Disable this application form: check to prevent applicants from using this application form
Disabled Application Form Message: Enter your message in the text box
Form Headers: Enter custom text that will display above the sections of the application form:
Member Registration Form Header
Custom Fields/Additional Information: Enter the text that will display above the Custom Fields/Additional Information section of the registration form
Registration Complete Message:
Optional: customize the default message that displays when a member has completed the registration form
Click the [Save] button at the top of the page and continue to “Policy Settings”
Customize the Policy Settings section:
Policy Acceptance: Check to require members to accept your policies as the first step in completing the application form
Display Policy: Check box if you would like these member policies displayed at the top of the user registration page (and enter text in the “Member Policy Text” field)
Policy Title: Enter a new label if desired (default: “Organization Policies”)
Policy Acceptance Checkbox Label: Enter a new label, if desired (default: “I agree with the organization’s policies”)
Policy Button Text: Enter new text, if desired (default: “View Policy”)
Enter policy information into text box
Click the [Save] button
Custom Fields:
Custom Field Form Header: If desired, enter custom text that will display above this section on the application form
View Custom Fields that are set to display on this application form
To edit, click on the [Modify Custom Fields] button
Check the boxes to the left of each Custom Field you would like to change
Scroll to the bottom, and click on the dropdown menu
Select an option and confirm the change by clicking the button at the bottom right of the dialogue box
Click the [Save] button
Tip: Click on the [Interactive Sample Form] button of your application forms to see the preview. You do not need to fill anything in when you go through the sample form. Note: Your banner graphic will appear at the top of the page when members apply but it does not show up here.
Note: You can click on the [Generate Link] button at the top right of screen, to access the link and QR code for your live application form.