If you prefer to review your prospective Users' details before allowing them to create a booking or purchase a Plan/Pass directly from your website, you can do this by enabling the inquiry form.
Note: Once the Prospective Users submit their inquiry, they will be added to your dashboard as an 'Unconfirmed User'. Click here to learn more about 'Unconfirmed Users'. |
Step 1: Enable the Inquiry form feature
To enable your inquiry form:
Click on Settings from the left-hand menu
Click on Forms and select Inquiry
Click Enable Feature
Step 2: Create the list of questions you want to collect from my prospective Users
To create and enable the list of questions:
From Settings > Forms > Inquiry, scroll down to the bottom under 'Included fields' to click Go To User Properties OR navigate to Settings > User settings > User properties.
Optional: You can create a separate property group for your Inquiry form. Click here to learn more.
Create your questions via User properties
Scroll to the bottom of the user property under 'Inquiry form', and select either Optional or Required based on your preference.
Step 3: Embed the Inquiry form onto your website
Once you're done creating and enabling all the User properties for your inquiry form, navigate back to Settings > Forms > Inquiry.
Scroll to Embed and specify how you would like the form to display on your website (pop up, embed, or via a link)
Click Get the Embed Code/Link to generate an export of the code or link that can be added to your website.
Step 4: Select the Plans & Passes you want to allow users to express interest in on your Inquiry form
On the Plans & Passes that you want users to express interest in, ensure that the 'Visible to new users' toggle is enabled
Alternatively, disable the 'Display plans and passes' toggle from your Inquiry form settings
Note: If you disable the Plans & Passes page from your form, you may want to create a User property that allows users to either select from a drop down of membership types OR to write a note about their interest.
This is helpful for understanding their interest and fit with your community.
Embedding the Inquiry form onto your website
Note: Your website must be SSL enabled (https) in order to accept payments through this feature. If you are not sure if your website meets these requirements, please contact your web developer or website hosting service. |
To Share Your Form or Link, you will have to generate an export of some code. This needs to be added to your website in order to complete the process of integrating Inquiry with your website.
When exporting the code, you first have to select how you want the Inquiry form to display on your website.
Embed will allow you to have the Inquiry form integrated onto one of your existing web pages.
Pop-up will allow you to have users click a button to open a modal that displays over the top of a webpage.
Link will give you the URL to which you can connect an \"Inquire\" button (or something similar) to open the Inquiry form on a separate page.
If you are unfamiliar with how to edit your website, it is recommended that you work directly with your web developer on how best to integrate this functionality on your site. If you don't currently have a web developer available to you, we recommend using the link option. The link to inquire directly from your website will be in the format: yoursubdomain.optixapp.com/Inquiry.
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