---
title: "How can I add a form and a signature to a membership type for customers to sign when purchasing the membership?"
slug: "how-can-i-add-a-form-and-a-signature-to-a-membership-type"
tags: ["Area - Memberships", "Focus - Service Replacement", "Role - Admin", "Type - Residential"]
updated: 2026-10-16T01:15:18Z
published: 2026-10-16T01:15:18Z
canonical: "help.servicetitan.com/how-can-i-add-a-form-and-a-signature-to-a-membership-type"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt
> Use this file to discover all available pages before exploring further.

# 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** ![A simple icon representing a settings gear.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A46%3A35Z&se=2026-11-09T12%3A46%3A35Z&sr=c&sp=r&sig=li0yMWga%2BM%2B%2B8iHgCRy2VGcIab8pPniVQE8b9w9YlQ8%3D) **> Operations > Forms**.
2. Click **Add Form** 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](/residential-s-r/docs/create-a-form-in-servicetitan-1).

#### 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** ![A simple icon representing a settings gear.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A46%3A35Z&se=2026-11-09T12%3A46%3A35Z&sr=c&sp=r&sig=li0yMWga%2BM%2B%2B8iHgCRy2VGcIab8pPniVQE8b9w9YlQ8%3D) **> Operations > Forms > Add Trigger**. ![Set a trigger](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/how-can-i-add-a-form-and-a-signature-to-a-membership-type-for-customers-to-sign-when-purchasing-the-membership-image-x7cpmyvt.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A46%3A35Z&se=2026-11-09T12%3A46%3A35Z&sr=c&sp=r&sig=li0yMWga%2BM%2B%2B8iHgCRy2VGcIab8pPniVQE8b9w9YlQ8%3D)
2. Create a trigger on the form that you already created. For more, see [Use form triggers](/residential-s-r/docs/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.

The template used to set up a membership for a customer. It includes recurring service types, tags, pricing, accounting details, and duration and billing details.

[Learn more →](https://help.servicetitan.com/docs/memberships-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)

A pricebook service item that activates a membership when added to an invoice. Every membership type needs a sale task to sell the membership.

[Learn more →](https://help.servicetitan.com/docs/memberships-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)