In your form's settings, the option Form is Mandatory When Purchasing Membership allows you to require customers to fill out a form when they purchase a membership, even if the customer has previously filled out the form. We recommend turning on this setting if you require a contract for membership purchases and auto-renewals.
Note
This setting will only require a form before purchasing a membership through your Vagaro Listing Page, Booking Widget, and MySite. Forms for in-house membership purchases can be sent manually from a customer's profile.
Prerequisites: This feature is only available on the web, tablet, or Pay Desk version of Vagaro and requires the Forms, Credit Card Processing, and the Online Shopping Cart features.
To require a form when customers purchase a membership:
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Go to the Forms page.
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Web Version: Select Forms at the top of the screen.
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On a Tablet or Pay Desk: Select Forms at the bottom of the screen.
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Go to the Form Editor by either creating a new form or editing an existing one.
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Scroll down to Form is Mandatory When Purchasing Membership and toggle it on.
Some additional settings will be displayed below:
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Select the box under Memberships, select the memberships for which you want to require this form, and then select Add.
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Optionally, toggle Always Require Form to always make this form mandatory, even if the customer has already filled it out.
This setting will only apply to new membership purchases and not autorenewals.
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Make any additional changes to your form, then save it.
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