Step by step

1. Enable joining on your organisation record

   In the office, go to Platform / Organizations (or Settings / Organizations) and open your organisation's record. On the tab that contains payment settings, find the group labelled Signing up from the website. Tick Let people sign up on the website. While you are there you can set the button label, page heading, introduction text, whether to offer a first visit, and the message shown after the form is submitted.

2. Add your offerings as a price list

   Go to Finance / Offerings in the left menu and create one record for each option you want to display. Give each offering a name, set its status to Offered — shown on the website, and fill in the amount and interval (monthly, annual, term, or once). You can also add bullet-point lines, a sort order, and a highlight flag. Only rows with status Offered appear publicly; rows you later withdraw are kept for your records but hidden from visitors.

3. Confirm the join page is live

   Your public website now has a join page. The page only renders when joining is enabled on your record — if it is not enabled, visitors see a not-found response instead. When it is enabled, the page loads your offered rows and displays the sign-up form. A thank-you message appears automatically when a visitor returns from Stripe.

4. Visitor fills in the form

   The visitor chooses either Come and try it (a trial) or Sign up now (a paid plan), then selects an offering if plans are shown. They fill in their name, email, and any optional fields: phone, a child's name, a preferred date or time, and a field for previous contact details. A spam-filtering challenge and a hidden elapsed-time field are included automatically — you do not need to configure these.

5. Server checks and routes the submission

   When the form is submitted, the server confirms your website is published and verifies the spam challenge before doing anything else. It then checks that joining is still enabled, validates the chosen offering against your own records, runs additional bot-detection checks, and decides whether to proceed to payment or file the enquiry directly.

6. Sign-up record is created

   A Sign-up record is written to your office regardless of which path is taken. The amount and interval are copied from the offering at the moment of submission, so a price change you make later will not alter what the visitor agreed to. If the visitor chose a trial, a member record is also created straight away. If they chose a paid plan, the member record is created only after payment is confirmed.

7. Office receives a notification and an email

   As soon as the Sign-up record is saved, the office receives an in-app notification with a direct link to that record. An email is also sent to your organisation's address. Both the notification and the email are sent whether or not a payment is involved, so you will always know a new request has arrived.

8. Visitor is sent to Stripe if payment applies

   If the visitor chose a paid plan, the offering has a non-zero amount, and your organisation has a connected Stripe account with charges enabled, a Stripe Checkout session is opened on your connected account. The session details are saved back to the Sign-up record and the visitor is redirected to Stripe. When they return, the page shows your thank-you message.

9. Enquiry is filed if no payment is needed

   If Stripe is not connected or your account cannot take payments yet, the submission is filed as a Sign-up record without going to Stripe. The office receives the email notification, and the visitor sees your confirmation message — either the text you wrote in the Afterwards field or the default message that the enquiry has gone to the office.

10. Review and follow up in People / Sign-ups

    Go to People / Sign-ups to see every request. The list shows each person's name, their choice, the offering they selected, the current status, and the date it arrived. Status options are New, Spoken to, First visit booked, Signed up, and Came to nothing. Operations-role users can update the status as they follow up.

What happens next

From this point, visitors can find your join page on your public website and submit a request at any time. If your Stripe account is connected and charges are enabled, paid-plan requests go through a Stripe checkout and a member record is created on payment confirmation. If Stripe is not yet set up, all requests are filed as Sign-up records, the office is notified by both in-app notification and email, and the visitor receives your confirmation message. Either way, every request is visible in People / Sign-ups for your team to action.

Good to know

The price shown to a visitor is locked to the offering at the moment they submit the form. If you change an offering's amount afterwards, existing Sign-up records are not affected — they still show what the visitor originally agreed to. Withdrawn offerings disappear from the public page immediately but remain in your Finance / Offerings list so your records stay complete.

The join page will not appear at all unless your website is published and your organisation is on a plan that allows publishing. If you tick Let people sign up on the website but the page is still not appearing, check both of those conditions first.