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How to Create a Form in GroupOS

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Written by Rebe Rosas
Updated over 5 months ago

Need to collect specific information from your members? Whether it’s for event sign-ups, or membership applications, GroupOS Forms make it easy!

With our Personalized Forms feature, you can gather just the info you need, when you need it

1. Access the Forms Section

  • Log in to your Admin Panel.

  • In the left menu, scroll down and click on Forms.

  • Click the “Add Form” button.

2. Name Your Form

  • Enter a clear, simple Form Name (e.g., “New Member”).

  • Click “Save and Continue.”

3. Add Form Elements (Questions or Fields)

This is where the magic happens, you get to build your form with the specific fields you need.

  • Click “Add Element”

  • Choose your element type (e.g., Phone Number, Short Answer, Multiple Choice, etc.)

  • Fill out the element details:

    • Question (what members will see)

    • Description (In case you want to be clear on what info you need)

    • Set the element as Required if needed by checking the box ✅

You can add as many questions as you need. Don’t forget to click “Save Changes” after adding each element.

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