Last updated on February 05, 2026

Create Registrations

You have the ability to customize which fields are mandatory when adding new members and leads in your system.

• Select Setup

• Select Marketing

• Select Registration

The four types of Registration are:

• Lead Registration: You can customize which fields are mandatory on the New Lead form.

• New Member Registration: You can customize which fields are mandatory on the New Member form.

• Self Registration: You can customize which fields are mandatory when members self-register.

• Quick Add: This button allows you to add new members directly from the Schedules and from the Sales tabs. You can choose the fields that will appear here.

Widgets

You can install a widget on your website to capture new leads and automatically assign them to a lead flow.

• Select Add New

• Select the fields that you want to show up on the widget. All fields you add will be mandatory.

• You can either turn on the "How did you hear about us" field for your new leads to complete or you choose to  Assign Lead Source.

• When the form is filled out if the lead chooses a lead source, or is assigned to a lead source that has a lead flow assigned to it, then the new lead will automatically start receiving the messages that you have set up in the lead flow.

• Choose a Look and Feel

• Preview your widget

• Select Save & Get Code to get your new code for the widget. Embed it wherever you'd like it to appear.