Editing a Sign-up Form

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Sign up forms are widely used for collating information from customers (and prospects) alongside employees, whereby employees update their personal information and/or update their profile (e.g. to confirm which communications they wish to receive - social club updates). Use the instruction below to edit your sign-up form. 

To Edit a Sign-up Form:

  1. Go to the People area and click 'Sign-up Forms'.
      User-added image

  1. Click on the Sign-up form you wish to edit.
    User-added image
    Note: You can Create a Sign-up Form and proceed to edit the newly created form.

  2. On the Sign-Up Form edit screen use the Sign-Up Form Options on the left. Use the toggle on the right to preview your changes.

    User-added image

  3. Click 'Save' when you've completed your edits. 


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