Skip to content

New Member Form

Documentation in progress

This page is being expanded with detailed instructions. Check back soon for complete content!

Overview

The new member form is a public registration page that allows prospective members to sign up for your club online.

How to Access

  1. Go to Club Setup > Registration or New Member Form
  2. Configure the form settings
  3. Get the shareable link

New Member Form

Setting Up the Form

Step 1: Enable Registration

  1. Toggle registration on
  2. Choose who can register (open, by approval, etc.)

Step 2: Configure Fields

Choose what information to collect:

Standard Fields:

  • Name (required)
  • Email (required)
  • Phone (optional)

Optional Fields:

  • How they heard about the club
  • Previous Toastmasters experience
  • Pathways enrollment interest
  • Special requirements

Step 3: Set Welcome Message

Customize the form with:

  • Welcome text
  • Club introduction
  • What to expect as a member
  • Meeting information

Remind About TI Email

Consider adding a note in your welcome message reminding new members to register with the same email address they use for Toastmasters International. This helps ensure their records sync correctly.

Step 4: Configure Approval

Choose the registration flow:

  • Auto-approve - Members get immediate access
  • Require approval - Officers review before granting access

Sharing the Form

  1. Copy the registration form URL
  2. Share via:
  3. Club website
  4. Social media
  5. Email to guests
  6. Guestbook follow-up

QR Code

Generate a QR code for:

  • Meeting handouts
  • Business cards
  • Posters

Managing Registrations

Reviewing Applications

If using approval flow:

  1. Check pending registrations
  2. Review application details
  3. Approve or decline

Welcoming New Members

After approval:

  • Send welcome email
  • Provide meeting information
  • Introduce to other members
  • Set up pathway enrollment

Tips

  • Keep the form simple - don't ask for too much upfront
  • Include clear information about meeting times/location
  • Follow up quickly with new registrations
  • Test the form yourself before sharing

Common Questions

Can guests use this form?

This is for new members. Guests typically use the Guestbook instead.

What if someone registers but doesn't pay?

Follow up with payment information. Use Payment Collection to request dues.

Can I customize confirmation emails?

Yes, configure the welcome email template in settings.