Customize the Signup Form

Introduction

By default, the member portal signup comes with some pre-defined fields like:

• Email Address
• Password
• Name
• Company Name
• Website URL
• Phone Number
• Terms and Conditions (if activated)
• Credit Card Form (if activated)

Sometimes these fields aren’t enough and you’d need to collect more information about your members upon signup. That’s why OfficeRnD allows you to add more form fields for this purpose.

This article will guide you through the process of customizing the signup form of the OfficeRnD members portal. It will contain the following steps:

1. Create custom property Mobile for members only
2. Add form field for the Mobile property

Add Custom Properties

You can add custom properties for either companies or members. By default, only admins can see the custom properties. You can manage custom properties from Settings/Custom Properties.

We’d like to add a property called Mobile and tell OfficeRnD that it applies only to members.

1. Click Add property
2. Type Mobile for Name
3. Choose Members Public for Applies to
4. Click Add

This will add this custom property to all members of the system. If you open a member profile, you will notice it has been added.

Add Custom Property to the Signup Form

So far, we’ve created a custom property. The next step is to add it to the signup form. To do that, you should navigate to Settings/ Member Apps /Public Pages and check the Signup Page option. The Forms Fields section will appear right below the Signup Page checkbox.

1. Click Add Field
2. Pick Mobile for the Property field
3. Type Mobile Phone Number in the Title field
4. Check the Required checkbox to make the property required upon signup
5. Click Add

This will add the form property to the list.

If you open the portal signup page now, you will see that the new property has been added and members will be required to fill it in.