<aside> BETA's participant forms are your gateway to gym entry. With the traffic light system, you will easily recognise if a participant hasn't signed your gym entry form, ensuring a smooth check-in process for everyone. In this example, a single U18 participant form was created.

For more information on checkboxes & multi-select fields in a form, have a look at this guide.

<aside> ⚠️ Attention, a form MUST contain a signature field to generate a .pdf - keep this in mind if you are using a form as a Acceptance of Risk (AOR) or a Liability Form.

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FAQs

• How can I set my induction video to be unskipable when signing my form/waiver?

• Why require Email Validation?

› Form Settings

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Name

The name will show on your participant form widgets so please make it clear from the name who should be signing this form. Example: Adult Participant Form

Type

In BETA, we can configure your form to many different types. Each type varies on the number and type of participants which will be allowed to enter your gym upon signing the form.

1. General
   • One main registrant and multiple dependent details can be filled on the form
   • The document will be registered to all climbers listed on the form
   • If there are any dependents on this form, the form will auto-expire when the dependent turns 18.
2. Single Adult Only
   • One participant aged 18 and above only, no minors can be added.
3. Adult Adult
   • Two adults are registered and the document will be linked to both.
4. U18 Required
   • One participant aged 18 and above and at least one under 18 required.
   • The document will be linked to the dependent listed on the form.
   • The form will auto-expire when the dependent turns 18.
5. General U18 Required
   • One participant aged 18 and above and at least one under 18 required.
   • The document will be linked to all climbers listed on the form.
   • The form will auto-expire when the dependent/s turns 18.
6. Single U18
   • One participant aged 18 and above and only one under 18.
   • The document will only validate the dependent's account.
   • The form will auto-expire when the dependent turns 18.
7. Single 14-17
   • One participant aged 18 and above and only one minor aged 14-17 years.
   • The ****document will only appear on the dependent's account.
   • The form will auto-expire when the dependent turns 18.
8. Single 14+
   • One participant aged 14 and above only, no minors can be added.
9. Single 16+
   • One participant aged 16 and above only, no minors can be added.
10. Open
    • Participant aged 18 and above, and any other age as supervisee
    • The document will be issued to all climbers listed on the form, whereas the proficiency will be registered to only to the minor/supervisee; you can control the max dependants per form.
11. Booking Form
    • Booking forms allow you to collect information during the online booking process, importantly before checkout. Booking Forms Explainer
12. No Validation
    • Form that allows both supervisee and dependent to be of any age.
    • Document and proficiencies associated with the form are assigned to all included.

Form Colour

Use HEX codes to select the color of your form widget.

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Validation

Require email authentication

Turning this on will require the main registrant to click a link in their email to validate the document. (we suggest that this is turned on!)

Require manual validation

Do you wish your form to be authenticated by a staff member? Turning this on will require a member of gym staff to validate the document.

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Automation: Issuing Proficiencies When a Form is Signed

BETA can automatically issue a proficiency to a visitor when they complete and sign a form, perfect for scenarios like auto-granting belay certifications or waiver acknowledgments.

This automation links a specific form to a predefined proficiency. When a visitor submits the form:

• The corresponding proficiency is automatically added to their profile.
• No manual action is needed—unless validations are in place.

Business tier or higher.

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Attention re. Manual Validation and Email Verification Required

If manual validation is enabled, staff must approve the proficiency before it's fully granted; additionally, if email verification is required, the visitor’s email must be validated, either by the visitor or manually by staff.

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Automation: Automated expiration period (days)

This automation, available on BETA Business, allows you to set a default expiration period (in days) for forms, waivers, or Agreements of Responsibility (AORs). Once the set period passes, the visitor’s form will automatically expire.

This does not remove any proficiencies that were previously granted; only the form status is affected.

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Attention: Setting a new expiration period does not retroactively apply to forms signed before the setting was enabled.

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› Form Input Types

› Form Text Formatting

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<aside> ⚠️ Incorrect or missing fields will appear with an orange title, whilst correct fields will appear with a grey title. Keep this in mind if you or your visitors have any issues submitting a form.

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› Creating a Form