You can now collect custom information from members when they join your space - and prompt existing members to fill in any fields they haven't completed yet.
Set up your intake form from Space Settings. For each field you can:
- Choose a field type: text input, text area, drop-down, and more
- Set validation rules (e.g. URL format for website fields)
- Mark fields as required - existing members will be prompted to fill these in too
- Control whether the field value appears publicly on the member's profile
- Reorder fields and preview the form before saving
Members see the intake prompt as soon as they access your space. Once submitted, their details appear on their profile (for public fields) and are always visible to you as the space owner - including private fields.
From your Customers screen, open "View Details" for any member to see their Intake Details section. You can also manually update any field from there if needed.
Works for members joining via direct invite link or through your store.