Collect customer information with the new forms and fields feature

Admin
3 min read
We’re excited to announce the release of our newest feature, Forms and Fields, to allow businesses to collect valuable data and information from their customers when they register or purchase a membership.

We’re excited to announce the release of our newest feature, Forms and Fields, to allow businesses to collect valuable data and information from their customers when they register or purchase a membership.

At TeamUp, we make software for people who run fitness businesses. These businesses vary in type, size, and location, but share one important thing in common — they all help people live healthier, richer lives.

Our stated goal is to empower people to run the best possible versions of their businesses. Central to that goal is helping business owners know and understand their clients.

Today, we’re excited to announce the release of a feature we’re calling Forms and Fields. This project began 9 months ago with two observations.

  1. Each business has unique requirements for what data they collect and store about their clients. Whether it’s “height”, “date of birth”, “years of experience”, “shirt size” or “How did you hear about us?”, what’s vital for one business is irrelevant to another. Each business should determine which data they need to best manage relationships with clients.
  2. Each business has unique requirements for when and how this information is collected, whether it’s during signup when registering for a particular class, or only entered by staff, and never by the customer.

From that starting point, we embarked on our most ambitious project to date.

image of the forms and fields in teamup

Customer Fields

Fields define bits of data a business wants to collect and store about their customers. Some common examples are “date of birth”, “phone number”, “address”, and “gender”. The true power of fields is in their flexibility. Each field has a label and a type, where the type defines what kind of data the field holds.

image of the form and fields

 

Fields can also be questions customers answer on forms (more on that below). Examples are “How did you hear about us?” and PAR-Q questions, such as “Do you feel pain in your chest when you do physical activity?”

Customer Forms

Customer Forms allow you to collect data from customers during signup, registrations, and purchases.

Signup Form

In September, we released major updates to customer signup. Forms now allow businesses to completely customize the questions on the signup form using fields.

Here’s an example signup form that asks new customers what their goals are so the business can develop a custom training plan.

image of the fields

Registration and Purchase Forms

Registration and Purchase forms allow businesses to ask customers questions based on where they are in their customer journey. For example, a business might want to collect emergency contact details from customers before their first registration of any type, whereas a “Pre Natal Yoga Form” that asks “What is your due date?” might only make sense before the customer registers for a Pre Natal Yoga class type.

image of the registration and purchase form

During registration and purchase, TeamUp determines the forms a customer needs to complete. Customers complete those forms with minimal friction.

image of the forms and fields on the customer site

Resubmissions

Forms can be configured to expire after some time. Customers will be asked to resubmit expired forms the next time they make an applicable registration or purchase. This is useful, for example, to keep contact details up to date.

image of the resubmissions fields

Fields on the Business Dashboard

Fields aren’t just for use on forms.

  • Displayed on customer profile pages. This allows the business to define which fields are important to see at a glance.
  • Asked when creating customers on the business dashboard.

image of the business dashboard showing the fields

This is merely an overview of what can be done with Forms and Fields. We’re excited to see what this flexibility unlocks in your business.

If you already have a TeamUp account, this feature is live now. If not, sign up for a free trial to see how TeamUp can help you run the best possible version of your business.

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