Platform
  • Welcome to the Nexudus Platform
  • Planning your Nexudus set-up
  • Training
    • Training modules
      • Introductory Session I
      • Introductory Session II
      • Inventory
      • Operations I
      • Operations II
      • Billing
      • CRM
      • Bookings (Set-up)
      • Bookings (Operations)
      • Contracts
      • Community
      • Billing Reports
      • KPI Reports
      • Integrations
        • PaperCut
        • Salto KS
    • Webinars
    • Training Module Videos
    • AMA (Ask Me Anything)
  • The Basics
    • Dashboard Home
    • CRM module
    • Community module
    • Operations module
    • Finance module
    • Inventory module
    • Settings module
    • Networks
  • Day-to-day
    • Inventory
      • Products
        • What is a product?
        • Recurrent products
        • Adding a product
        • Product details
        • Product benefits
        • Product advanced options
        • Deleting or archiving a product
      • Managing Plans
        • What is a plan?
        • Managing plans
        • Adding a plan
        • Plan details
        • Plan price
        • Plan benefits
          • Assigning credit to a plan
        • Plan limits
        • Plan deposits
        • Deleting or archiving a plan
        • Prorating a plan
        • Plan legal terms and conditions
        • Plan discounts
        • Plan components
      • Passes
        • What are passes?
        • Type of passes
        • Adding a pass
        • Editing a pass
        • Customers with multiple passes
        • Pay As You Go passes
      • Resources
        • What is a resource?
        • Adding a resource
        • Resource details
        • Resource features
        • Resource prices
        • Resource rules
        • Resource access rules
        • Linking resources to each other
        • Resource products
        • Deleting or archiving a resource
        • Displaying resources in NexBoard
        • Using resource types to group related resources
      • Floor plans, offices and desks
        • Managing floor plans, offices and desks
        • Adding or editing a floor plan
        • Adding or editing an office or desk
        • Associating a contract with a desk
        • Linking an office or desk to a member or contact
    • Operations
      • Members & Contacts
        • About customers
        • Signing up a member
        • Signing up a contact
        • Viewing different types of customers
        • Editing a member
        • Editing a contact
        • Allowing access to the customer portal
        • Suspending members and contacts
        • Deleting a member or contact
      • Teams and groups
        • About teams
        • Adding a team
        • Editing a team
        • Teams and invoicing
        • Setting up a team profile on the website
      • Visitors
        • Managing visitors
        • Viewing the visitor list
        • Visitor Terms and Conditions
        • Checking in visitors
        • Adding visitors to a booking
        • Adding visitors directly in the members portal or administrator panel
      • Check-in
        • About checking in
        • Viewing who's in right now
        • Checking in manually
        • Checking in using Wi-Fi
        • Checking in by using NexIO
        • Checking in by using RFID readers and cards
        • Enabling access control integration
        • Enabling Pay As You Go
      • Deliveries
        • About deliveries
        • Viewing deliveries in the member portal
        • Receiving a mail delivery
        • Notifying a team when a delivery arrives
    • Finance
      • Managing Invoices
        • Invoices
        • Automatically creating invoices
        • Manually creating an invoice
        • How to invoice a customer for specific products, bookings, charges or event tickets.
        • Issuing refunds
        • Partial refunds
        • Cancelling an invoice
        • Editing invoices
        • Viewing invoices
        • Deleting invoice lines
        • Deleting invoices
      • Customer Balances
        • Viewing a customer balance
        • Editing a balance, adding/deleting payments
        • Exporting a balance
      • Payments
        • Managing Payments
        • Payment types
        • Manual payments
        • Online payments
        • Credit
      • Taxes
        • About tax rates
        • Using different tax rates
        • Tax rate settings
      • Accounts
        • About accounts
        • Adding and editing accounts
        • Linking plans, resource prices, passes and products to accounts
        • Viewing accounts in reports
        • Finding an invoice line without an account and how to fix it
      • Contracts
        • About contracts
        • Adding a contract
        • Editing a contract
        • Contracts and billing cycles
        • Cancelling a contract
        • Prorating a contract
        • Setting a main contract for a member
        • Setting multiple contracts for a member
        • Contracts and proposals
        • Digital signatures on contracts
        • Contracts: the most common scenarios
      • Discounts
    • Sales
      • Selling Products
        • About selling products
        • Managing products from the dashboard
        • Including a product in a plan
        • Selling a product directly to a member or contact
        • Buying products from the members portal
      • Bookings
        • About bookings
        • Making a booking
        • Editing a booking
        • Setting up a repeat booking
        • Cancelling a booking
        • The difference between invoicing and charging a booking
        • Invoicing bookings
        • Assigning credit for bookings
        • Defining booking notifications
        • Bookings and integrations
    • CRM
      • Managing CRM
        • About CRM
        • Viewing a CRM board
        • Configuring a CRM board
        • Automating a CRM board
        • Adding an opportunity
        • Boards and processes
        • Reminders
        • Managing message macros
        • Sending message macros from a member/contact account
        • Managing email accounts
        • Tasks and task lists
          • Managing tasks
          • Managing task lists
        • CRM boards and task lists
        • Custom fields
        • Using custom fields for directory filtering
        • Document templates
          • Merge Fields
        • Generating documents from templates
      • Proposals
        • About proposals
        • Adding and sending a new proposal
        • Understanding Proposal Documents
        • Creating multi-contract proposals
        • Adding products to a proposal
      • Sign up Form Customization
    • Community
      • Managing Surveys
        • About surveys
        • Adding a survey
        • Viewing a survey
        • Editing a survey
        • Managing survey questions
          • Types of survey questions
          • Adding a survey question
          • Editing a survey question
          • Deleting a survey question
        • Viewing survey results
      • Managing Events
        • About events
        • Viewing events
        • Adding an event
        • Editing an event
        • Recurring events
        • Grouping events with categories
        • Cancelling an event
        • Selling event tickets
        • Checking in event attendees
      • Managing News Articles
        • About News Articles
        • Creating and managing news articles
        • Managing article categories
        • Moderating article comments
      • Managing Community Boards
        • About the Community Board
        • Viewing a community board
        • Community board elements
        • Managing conversations
        • Managing messages in conversations
        • Managing groups on the community board
      • Managing Newsletters
        • About Newsletters
        • Adding a newsletter
        • Sending a newsletter
        • Subscribers
          • About subscribers
          • Managing subscribers
          • Managing subscriber lists
          • Nexudus and Mailchimp
      • Help Desk
  • Settings
    • General Settings
      • Name & Logo
      • Contact & Location Details
      • Timezone
    • Billing and Accounting
      • Invoice Details
      • Notifications
      • Contents
      • Formatting
      • Locked Period
      • Tax
      • Accounts
    • Payments
      • Setting up automatic payments
      • Payment currency
      • Default payment method
      • Configuring payment gateways
        • PayPal
        • GoCardless
        • Stripe ACH
        • Forte ACH
        • Authorize.net
          • Setting up Forte ACH
        • Quickbooks (Payments)
      • Supported payment service providers
      • Making a Test Payment
      • Strong Customer Authentication
    • Website
      • Website Settings
      • General
      • Setting up your own domain on Nexudus
        • Configuring your own domain in Nexudus
        • Configuring your DNS settings
        • DNS Settings: Configuring your Cloudflare Account
      • Enabling and disabling website sections
      • Configuring access rights
      • Adding contact details
      • Viewing translations for website terms
      • Adding and editing language tokens
      • Adding a custom page
      • Editing your website templates
        • Editing common files
        • Dropbox
      • Integrating services with your website
    • Website modules
      • Customising your website
    • Bookings/Reservations
    • Check-in System
      • General
      • Pay As You Go (PAYG) settings
    • Integrations
      • About integrations
      • Access Control
        • Salto - Clay
        • Kisi
        • Brivo
      • Accounting
        • Quickbooks Online
          • Quickbooks: Cancelled and Refunded Invoices
        • Xero
        • Moloni
      • Printing
        • Managing printers in your space
          • Printers: Ezeep
            • Installing Ezeep
            • Setting up your Ezeep account
          • Printers: Papercut
      • Video Conferencing
        • Zoom
          • Zoom for Events
          • Zoom for Meeting Rooms
          • Zoom for Bookings
          • Zoom for Community Board Messages
        • Jitsi
          • Managing Virtual Rooms
      • WiFi-based check-in
        • About WiFi-based check-in
        • Setting up WiFi-based check-in using MikroTik
        • Setting up WiFi-based check-in using RADIUS servers
          • WiFi-based check-in: Aruba virtual controller
          • WiFi-based check-in: Cisco Meraki
          • WiFi-based check-in: Cisco WLC
          • WiFi-based check-in: Ruckus Cloud
          • WiFi-based check-in: SonicWall
          • WiFi-based check-in: Ubiquiti UniFi
      • Other Integrations
        • Square
        • Setting up Zapier
          • Sample Connection with Zapier: Mailchimp
          • Advanced Options with Zapier
        • Envoy
        • Space Dashboard
        • Calendar Integration
          • Calendar integration: Google (one-way)
          • Calendar integration: Google (two-way)
          • Calendar integration: Outlook (one-way)
        • Google BigQuery
        • Configuring reCAPTCHA
        • Configuring Google Maps
        • Google Analytics
      • Validation Rules
      • Webhooks
    • Imports
    • Notifications
    • Defining Email Templates
    • Email Server
    • Email Queue
    • Users
      • Managing Users
      • Managing standard and admin users
    • Security
      • Users and security
      • Security considerations
      • About user roles
      • Adding and assigning a role
      • Example user roles
    • How to access the Nexudus Spaces API
  • Bookmarks
  • Reports
    • About reports
    • Viewing reports
    • KPI reports
    • Occupancy reports
    • Checkins reports
    • Bookings reports
    • Events reports
    • Passes reports
    • Visitors reports
    • Desks reports
    • MRM reports
    • Members & Contacts reports
    • Survey reports
    • Tasks reports
    • Products (invoiced) reports
    • Finance reports
    • Deferred Revenue Reports
    • Deposits reports
    • Debtors reports
    • Invoicing reports
    • Revenue reports
    • Revenue Exchange reports
  • Website
    • Managing Your Website
    • Website directory
    • About the Member Portal
      • Your account
      • My Team
      • Managing payments
      • Your bookings
      • Changing to a different plan
      • Checking available credit
      • Buying additional products
  • FAQ
    • Untitled
    • FAQ: Nexudus subscription
    • FAQ: Account settings
    • FAQ: CRM
      • FAQ: How to customize the sign-up form
    • FAQ: Community
      • FAQ: Events
      • FAQ: Newsletters
      • FAQ: Message Boards
    • FAQ: Operations
      • FAQ: Members, contacts and users
      • FAQ: Bookings
    • FAQ: Finance
      • FAQ: Discounts
      • FAQ: Invoicing
      • FAQ: Currency
      • FAQ: Contracts
      • FAQ: Taxes
    • FAQ: Inventory
      • FAQ: Plans
      • FAQ: Products
      • FAQ: Passes and check-in
      • FAQ: Resources
      • FAQ: Floor plans, desks and offices
    • FAQ: Settings
      • FAQ: General settings
      • FAQ: Online payments and payment gateways
        • FAQ: Migrating from Quickbook Merchant Services (QBMS) to Quickbooks payments
      • FAQ: Users and User Roles
      • FAQ: Notifications
      • FAQ: Integrations
      • FAQ: Networked accounts
    • FAQ: Reports
    • FAQ: Members Portal
    • How to setup an iTunes Development Account for the Passport (White-label Mobile App)
  • What's New?
  • Privacy Policy
  • Terms and Conditions
  • GDPR and Nexudus
    • Data Processing Agreement
  • Reseller Partners Program
    • Managing your Reseller Account
    • Managing Customers
    • Reseller Agreement
  • Contact Us
  • Apps
    • Passport by Nexudus
      • iBeacon setup for Passport app
    • NexBoard
    • NexDelivery
    • NexEvents
    • NexIO
    • NexClicker
    • Companion Apps
  • Third Party Apps
    • Square (ePOS)
      • Before you start
      • Square ePOS App
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On this page
  • Adding custom fields to the default form
  • Displaying custom fields
  • To edit your sign-up form template

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  1. Day-to-day
  2. CRM

Sign up Form Customization

The sign up form for customers has many options you can can customize.

PreviousAdding products to a proposalNextCommunity

Last updated 5 years ago

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You can customise the sign-up form that new customers use to register as . Nexudus allows you to add custom fields to the default form or customise the template that is used to generate your default form.

We recommend contacting Nexudus support when you want to customise the default sign-up form.

Adding custom fields to the default form

You can create additional fields for the default sign up form. You also can display custom fields on the directory or the member or contact's profile. You can use custom fields to filter the directory.

To add a custom field

  1. In the side menu, click CRM.

  2. Under Shortcuts in the Opportunities section, click Custom Fields.

  3. Click Add custom field.

  4. In the Name textbox, type the name for your field.

  5. From the Location drop-down list, select a space if you manage more than one.

  6. In the Display order textbox, type a number to assign a position on the form for your field (for example 2 if you want it to be the second field on the form).

  7. From the Record type drop-down list, select who can view the field.

  8. From the Field type drop-down list, select the type of your new custom field. Refer to the table below for an explanation of these types.

  9. From the Place field in tab drop-down list, select a tab where you want to add the field to.

  10. Optional: Set Allow multiple selection to YES.

  11. Click Save.

Type of field

What customers can do

Text (single line)

Enter one line of text.

Text (multiple lines)

Enter multiple lines of text.

Yes/No

Answer a Yes/No question

Options menu

Select one or more options. If you want to make it possible to select more than one option, set Allow multiple selection to YES.

Date

Select a date in a calendar.

Number (integer)

Enter a whole, positive number, for example 8.

Number (decimal)

Enter a number, with decimal points allowed, for example 3.5.

Displaying custom fields

You can choose where to display your custom fields.

To display custom fields in the profile, sign-up or take a tour forms

  • Set Required to YES if you want to make your custom field required to fill in.

  • Set Display in sign up for to YES to display the field in a the sign-up form for new customers.

  • Set Display in profile form to YES to display the field in the private section of the member or contact's profile.

  • Set Display in tour form to YES to display the field in the Take a Tour form on the space website.

  • In the Group name textbox, type a name to add a group that allows creating a section with multiple custom fields.

To display custom fields in the directory

  • Set Display in public profile to YES to display the field on the member or contact's public profile.

  • Set Display in directory search to YES to allow customers to filter the directory search by the information included in the field.

  • In the Name in directory search textbox, type a new name for the field to be displayed in the directory search results.

To edit your sign-up form template

With this feature, you can edit the raw HTML, CSS and JavaScript of your sign-up form, and every other page in your site. Please use it carefully!

  1. In the side menu, click Settings.

  2. In the Features section, click Website.

  3. Click Templates.

  4. Click Open template files.

  5. If you manage more than one space, select the appropriate space from the drop-down list.

  6. Optional: If you want to have additional versions of your space's website templates, create and select a version from the drop-down list.

  7. Click Common files.

  8. Click signup.htm.

If the side menu is not visible, click .

If the side menu is not visible, click .

members or contacts
Links for custom fields
Adding a new custom field
Accessing template files