Build your membership application form
This guide shows you how to add questions to a level’s application form, see which terms applicants accept, and save your changes so that new applicants see the right questions.
Who can do this: Admins who can edit the membership application form.
Before you start
Section titled “Before you start”- You need at least one membership level set up. See Set up a membership level.
- The page doesn’t list the questions the form already has, and saving replaces them with the ones you enter on this visit. Have the full list of questions you want ready before you start.
- Go to Memberships > Levels in the admin sidebar.
- Select the level whose form you want to configure.
- On the level detail page, select Application form.
- At the top, check which terms applicants accept:
- If a waiver applies to this level, a read-only card shows the policy type, its version (for example, “Version 2”), and a label showing whether it’s this level’s own version (This level) or your organization-wide default (Org default). To create or update it, select Manage waiver — it opens Settings > Policies filtered to this level (see Manage policy versions and re-consent).
- If no waiver applies, the page says “No published waiver applies to this level.” To ask applicants to accept terms, select Publish a versioned waiver instead and publish one there. This page has no inline terms checkbox.
- Under Application fields, select Add field and type the question in Field label. Each field you add appears on the form as an optional text box. Repeat for each question.
- Select Save form.
Reordering fields, making a field required, and hiding a field aren’t available on this page yet.
Verify
Section titled “Verify”You’ll know it worked when you see a “Form updated” confirmation above Application fields. There’s no preview on this page; the questions you saved appear on the level’s public application form.
If something goes wrong
Section titled “If something goes wrong”- “We couldn’t save the form. Your changes were rolled back. Please try again.” — the save didn’t go through and the form is unchanged. Select Save form again.
- Questions the form had before are gone — saving replaces the form’s questions with the ones entered on this visit. Add every question you want, including the earlier ones, and save again.