How can I add a form and a signature to a membership type for customers to sign when purchasing the membership?

Problem

You want customers to sign a form or contract when they buy a membership. But, you can't find a way to add the form directly to the membership types.

Solution

Follow these steps to set up a form that customers can sign when they purchase a membership.

Create a form

First, you need to create a form for the customers to sign. Ensure it has all the necessary information about the membership. To create a form:

1. Go to Settings > Operations > Forms.

2. Click Add Forum to create your form.

3. Fill out the information and Save. For more information on how to create a form, see Create a form in ServiceTitan.

Set a trigger

Find the membership sale service item related to the membership sale and set a trigger on this item. This way, the form is triggered once the membership sale task is added to an invoice:

1. Go to Settings > Operations > Forms > Add Trigger.              

2. Create a trigger on the form that you already created. For more, see Use form triggers.

3. Set the trigger to activate when the membership sale task is added to an invoice. This means whenever the membership is purchased, your form will come into play.

4. When setting up the trigger, make sure to check the box Required. This ensures the customer signs the form to complete the membership purchase.