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Creating enrollment forms

  1. Click the menu icon in the top right, choose “Management.” 
  2. Select “View” under Utility Forms.
  3. Click the red plus “+” sign in the top right corner to create a new form. 
  4. This will direct you to a page to fill out the general information for your form such as headline, tags, success text, and more. Once complete, click “Create Form.”
  5. Navigate to the “Consents” section of the form. Fill out your email and SMS consent text. If you have customers in the EU, toggle on “Enable the BRS Consent Service.” Click “Save Changes.”
  6. Next, select the “Arrange” section. This is where you will create the layout of your form. 
  7. Drag and drop from the “Available Fields” on the left side of the screen to place them into the Layout. Please note, the first name, last name and email address fields are defaulted within the Layout. 
  8. To edit a field, click on the pencil icon next to the field name. You can select if this field is required, change the label name or add in placeholder text. Additionally, utilize the arrows to either move a field up or down within the Layout. Click “Save Changes.”
  9. Navigate to the “Customize” section. Use themes or set your desired background, primary, and text colors for your form. Additionally, you can view a preview of changes that are being made to the form before clicking “Save Changes.”
  10. Click the back icon to navigate back to your list of forms. You may view/access existing forms that are listed in the “Utility Forms” section. Each row represents a form that has been created. 
  11. Additionally, utilize down arrow for additional options, which include: view form, edit form, delete form, copy the URL to the clipboard and copy the shortcode to the clipboard. 
  12. To add an enrollment form to your website, click on the “Copy URL to Clipboard” or the “Copy Shortcode to Clipboard” button. This will copy the URL/shortcode that way you can utilize it on your website.

Example of preview when creating an enrollment form