Member Application Form Settings

1. Go to: Configuration, then click on “Application Form Settings” found in the sidebar under Recruitment 

2. 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 
   • Birthdate: Check to display and require applicants to enter a birthdate 
   • 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 
   • 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 
   • 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 

3. Click the [Save] button at the top of the page and continue to “Policy Settings” 

4. 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 

5. 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.