# Application forms Build the forms people fill in to join your club, and choose what they complete once accepted. Source: https://docs.champagne.dev-ukab.fr/en/guide/admins/onboarding-forms People join your club by filling in an [application](/en/guide#application) form. In Champagne, each form is called an onboarding. You can have several, for example one for regular members and one for founding members, each with its own questions and [plans](/en/guide#plan). You set them up from the **Applications** section. To read and decide on the applications you receive, see [Review applications](/en/guide/staff/applications). ## 1. Open your forms [#1-open-your-forms] In the left menu, select **Applications**, then **Manage onboardings**. Each card shows a form's name and description, with its **Onboarding ID**, the code that identifies it. Select **Copy ID** to copy it, for example for the developer of your website.
Onboardings page with two cards, Common members and Founding members, each with its description, Onboarding ID, a Copy ID button and an Edit onboarding button, the first one outlined in orange, and an Add onboarding button at the top right.
The two example forms of Ukab Clubs.
* To change a form, select **Edit onboarding** on its card. * To create one, select **Add onboarding**, type a **Name** your staff will recognize and a **Description** of who should use it, then select **Create onboarding**. The new form opens. **Back to onboardings**, at the top of a form, takes you back to the list. If a form shows **Onboarding or club unavailable**, it may have been removed or may belong to another club: check the club selected at the top left. ## 2. Name the form and its hosted page [#2-name-the-form-and-its-hosted-page] The top of the form holds two cards. * **Onboarding settings**: the **Name** and **Description** applicants see when they choose how to join. * **Hosted application settings**: Champagne can publish the form on a ready-made, branded page. Turn on the switch, then choose a **Font** (**Modern**, **Classic** or **Editorial**) and a **Primary color**. The card gives the address of the page, which goes live once you save.
Edit onboarding page for Common members with a Save onboarding button, the Onboarding settings card with its name, description and ID, and the Hosted application settings card switched on with the Modern font and a blue primary color.
The example form Common members of Ukab Clubs, published on a hosted page.
To set up the rest of your club's website, see [Your club's website](/en/guide/admins/hosted-site). ## 3. Build the questions [#3-build-the-questions] Below the settings, the form is a list of blocks, shown to applicants in this order. Use the arrows on a block to move it up or down, and the bin to remove it. To add a block, use the buttons right below the blocks, above the **After approval** card. A form holds up to 50 blocks. | Block | What the applicant does | | ------------------------- | ----------------------------------------------------------------------------------------------------------- | | **Applicant name** | Types their first and last name. Every form has it. | | **Email verification** | Types their email address, then a code sent to it. Every form has it. | | **Question** | Answers a question you write. | | **Applicant address** | Types their postal address. It is copied to their profile. | | **Plan selection** | Picks one of the membership plans you tick in the block. | | **Phone verification** | Types their mobile number, then a code texted to it. It is copied to their profile. Always required. | | **Identity verification** | Verifies an ID document with Stripe Identity, as described in [step 4](#4-choose-the-steps-after-approval). | | **Visit booking** | Books a free visit, as described in [step 4](#4-choose-the-steps-after-approval). | | **Sponsorship** | Types the sponsor codes club members gave them. You set the **Number of sponsors**. | **Applicant address**, **Plan selection**, **Phone verification**, **Identity verification**, **Visit booking** and **Sponsorship** can each be added once. **Identity verification** only appears once Stripe Identity is set up for Champagne. Place **Identity verification** and **Visit booking** below **Applicant name** and **Email verification**: the arrows cannot move them above. **Applicant address**, **Phone verification**, **Identity verification** and **Visit booking** can be asked either here, before approval, or in the **After approval** card, but not both: a block already added here is greyed out there with **Already asked before approval.**, and the other way round. A visit booked before approval is moved to the new member's profile when you accept the application, and canceled when you reject it. In a **Plan selection** block, tick the plans applicants can choose under **Plans included in onboarding**. Other plans remain available to members once they have joined. If your club has no plan yet, the block shows **No plans are available for this club. Add a plan first.**: see [Plans and pricing](/en/guide/admins/plans-and-pricing). For each **Question**: 1. Type its **Title**, for example "Why would you like to join?". 2. Choose its **Type**: **Short answer** for a line of text, **Long answer** for a paragraph, or **Options** for a choice between 2 and 20 answers you type. 3. In **Saves to**, choose where the answer goes. **Application only** keeps it with the application. A field from **Person fields**, such as **Phone** or **Date of birth**, or one of your **Member attributes** copies the answer to the new member's profile. Each field can receive one question only. 4. Tick **Required** if the applicant must answer.
Three question blocks: Why would you like to join? as a required long answer, Your phone number as a short answer saved to Phone, and Which language do you prefer? as options saved to Preferred language, with the Saves to list open on Application only, Person fields and Member attributes.
The questions of the example form Common members, with the Saves to list open. The control to use is outlined in orange.
When a question saves to a field with fixed answers, such as **Gender**, the applicant chooses among that field's answers, listed under the question. ## 4. Choose the steps after approval [#4-choose-the-steps-after-approval] The **After approval** card lists what accepted applicants still complete, from the link in their approval email. * **Collect plan payment**: the applicant pays the plan they picked. This needs a **Plan selection** block in the form: without one, the option is greyed out and marked **Plan selection required**. * **Require a document signature**: the applicant signs a PDF online, such as your club rules. Select **Upload PDF** to add the document, up to 2 MB. If you try to save without a document, the option shows **Document required.** If the file is refused, a **Document upload failed** message gives the reason, for example a file that is not a valid PDF or is too large. Choose another file and try again. * **Collect the applicant's address**: the applicant types their postal address, which is saved to their profile at once. * **Verify the applicant's identity**: the applicant photographs an ID card, passport or driving licence with Stripe Identity, which checks that the document is genuine and not expired. Set the checks below the option: * **Minimum age**: compared with the date of birth on the document, 18 by default. Enter 0 to skip the age check. * **Require a selfie**: Stripe compares the applicant's face with the document photo. * **Require the name to match**: the name on the document must contain the first and last name given in the application. Middle names on the document are accepted. The option only appears once Stripe Identity is set up for Champagne. If a form already has this step and Stripe Identity is no longer available, the option says so: untick it to save the form. Champagne keeps only the result of each check and the date of birth, never the photos or the document number. * **Verify the applicant's phone**: the applicant confirms a mobile number with a texted code, which is saved to their profile at once. * **Book a visit**: the applicant picks a time in a reservation category, for example a discovery visit, and can change or cancel it until they continue. Choose the **Reservation category**: only categories booked by time slot are listed, and categories with prices cannot be chosen, because onboarding never takes payment. Turn off **Required** to let applicants skip the step. Turn on **Book only through onboarding** in the [category options](/en/guide/admins/reservation-categories) to hide the category from members. The booking follows the category's opening hours, notice and capacity, appears in the planning, and the application shows the booked visit with a link to the reservation. Accepted applicants complete these steps in this order: payment, signature, address, identity, phone, then visit. * **Applicant continuation URL**: leave it empty to keep these steps on Champagne. Fill it in only if your own website takes over after approval.
The buttons to add a block, from Question to Email verification with 7 / 50 blocks, then the After approval card with Collect plan payment and Require a document signature ticked, the club-rules.pdf document, an empty Applicant continuation URL field, and the Save onboarding button outlined in orange.
The example form asks accepted applicants to pay their plan and sign the club rules.
## 5. Save the form [#5-save-the-form] Select **Save onboarding**. Until then, the page shows **Unsaved changes** next to the form's name, and Champagne asks before you leave the page. Saving takes you back to your forms. > If a colleague saves the same form while you edit it, a **This onboarding changed** window opens. > Select **Reload** to load their version, or **Keep editing** to go on with yours: saving then > replaces their version. ## What applicants see [#what-applicants-see] Applicants pick a form on your club's page and fill it in one step at a time. See [Find a club and apply](/en/guide/members/find-a-club-and-apply) and [Complete and sign your application](/en/guide/members/sign-your-application). The plans they can choose come from [Plans and pricing](/en/guide/admins/plans-and-pricing).