Team Member Self-Registration with Custom Fields

This option is helpful if you would like to add a dropdown or text box to collect information about a Team Member at registration and save it to a Custom Field.

How this works

When a new team member joins a team a text box or dropdown appears to collect information. The Team Leader and Site Admins can also see these options when manually adding team members.

This information is stored in a Custom Field so you can use it with an integrated CRM.

Ways to use this

You can use this to collect registration dates, answers to questions, or find out the status of a team member (registering as a parent, child, teacher, or coach.)

The Custom Field can also be displayed on the Team Leader Administration Dashboard, added to CRM automations, or displayed using conditional shortcodes.

Note: Creating a Custom Field as outlined in this article – will disable the One Click Self-Registration Button in a Directory. It’s important to review your directory setup before continuing with this article.

Additional Input Fields

Visit AccessAlly > Teams > Programs > Select program > New Member tab – this option appears at the bottom of the tab in the Additional input fields (Advanced) section.

Available Options

You can customize with the following options:

1. Input placeholder
2. This is required input checkbox
3. Only allow certain values checkbox – used to create a dropdown of options
4. Where to store the input – save as a Custom Field
5. Select the Custom Field – the custom field you created in your CRM to hold the info