Forms
Questions guests answer at checkout, from a link you send them, or — new — on a public page anyone can open.
What changes here: a fourth tab, Public, and an “Open to anyone” marker in the list. Nothing else on this page moves. Click the highlighted row to open it in the builder.
Edit form
The existing form builder, with one new setting. The preview on the right updates as you change things.
Who can fill this in new
Today every form link makes the guest sign in first. That stays the default.
The whole feature hangs off this switch. Off = exactly today’s behaviour. On = the form gets a public address with no sign-in, and “Guest details” starts asking instead of only showing.
Questions
In the order people see them.
Preview
Same question, two looks. We decide per person, not per form: if we know who they are (app, checkout, a link sent to them) the details are shown from the account as they are now; if we don’t, the same ticked details become inputs.
What people see
The same form opened two ways. Fill in the left one and submit — it lands in Responses.
the club’s own website — form embedded, or opened from the link / QR
Not signed in. No account, no password, no “sign in to continue”. Try
[email protected] to see how an email we already know is handled (step 4).Signed in. Unchanged from today (#1616): nothing to type, the server writes the details from the account when the form is saved. This is the cancellation-form case J mentions.
The form’s existing responses list, with one new column saying who each response came from. Click a row.
Matching rule (needs your call): a public form can be filled in by anyone typing anyone’s email, so a match on email attaches the response to that guest but never changes their account and never shows them what we hold. A new email creates a guest with no login, marked as a lead, with the form as its source. Tags from the builder are applied either way; marketing opt-in only when the box was ticked.
Open questions: (1) should a new lead count as a “guest” everywhere (search, segments, exports) or sit in its own Leads view until they buy? (2) spam — a hidden honeypot field + rate limit is probably enough to start; captcha only if needed. (3) is this the same thing as the post-signup details form / lead management Mark and Christian discussed?