Forms & Templates
How to configure guest and nanny policies
Communities all have different guest and nanny polices. AGS has different features, tools, and settings to manage these policies. Use this support article to configure your application portal depending on your unique policy. How to sell virtual guest ...
How to add a payment plan
If you are a community with high membership fees, you may offer your members a monthly payment plan option. In this support article, we'll explain... How payment plans work How to add a payment choice that includes "Payment Plan" as an option. ...
How to add a discount code
In this support article we'll answer... How to add a discount code Key security steps to ensure bots don't figure out and post codes. How to add a discount code Step 1 A. Create a calculation: HashHere B. Use this expression: ...
How to collect emails
In this support article we'll answer... What are the application's required emails? What email is used for application notifications? What email syncs with the database? What email will receive ePasses? How to collected multiple emails that sync with ...
How to create a default Membership ID
Overview When a new membership is being created, the syncing workflow will suggest a new Membership ID. It may be useful to tell Access Granted Systems what to populate this box with. What is the Membership ID? The membership ID is the unique ...
How to add a payment choice.
Client's often ask, "Do the members have to pay online?" Answer: You (the Community) have 2 choices. Members pay via AGS If so, members pay online. Members DON'T pay via AGS If so, they submit the application for free. You (the Community) collects ...
How to sync fields with your database
Overview One of the Application Portal's main purpose is to add and update Memberships in the check-in software's database. It's important to understand how this works and how it can be customized to fit your needs. What fields sync? The field must ...
How to create an error message
Overview It can be useful to create an error message. For example, you sell a single, couple, and family membership. If the applicant selects single, only one member may be added. Here is how 1. Use a calculation. 2. Click Generates Error. 3. Add ...
How to auto-fill a form using the form URL
Overview It can be useful to provide a link to your Form that automatically inserts data into the form. For example, you may want to create a link for New Members vs. Returning Members. Here is how Step 1: Create the field Create a field that is... ...
Tip: Pre-Populate Form Fields
Overview Pre-populate form fields to eliminate having submitters from typing in information. Examples include: HOAs can pre-fill the City, State, & Zip into an address field. Pre-populate a custom field. Swim Clubs that sell an end of the year ...
How to require a field based on Age
Overview Some communities require fields based on age. Examples include... Require a Picture for children over 12. Require Proof or Residency for any adults over 21. Here is how In the Hide/Unhide Calculation, use the following formula: ...
How to use Fields, Calculations, Constants, & Logic
Overview This article will explain how fields, calculations, constants, and logic is used to create forms. Fields 1. Fields can be added to your from using the yellow plus icon. 2. They are the questions or elements of your from. Different field ...
How to edit a template
Templates are where custom forms are created and edited. Use these templates for your application or support ticket. Permissions If you do not have permission or you have no templates to edit, contact your account representative. During new community ...
How to change a constant's value?
Overview If a value may change over time, this value is usually setup as a Constant in a template. In the below example, the BOND_FEE is setup as a constant. You can change the bond fee from $200 to $300. Here is how 1. In the Application Portal's ...
How to add and edit a WAIVER
Merged Documents (waivers) is a feature that can be enabled in your application portal. If enabled, you can add a Signature Field to any form to create a waiver. When a submission occurs, a separate PDF is created from only these merged fields to ...
How to sell classic physical passes
Overview Communities often ask, "Can the patron pay the cost to print and mail passes?" Answer: Yes. You (the community) can charge the patron a fee to print and mail passes. There are 3 common setup options. Closely Match: This option charges the ...
How processing fees work
Client's often ask, "Can the member pay the processing fee?" Answer: You (the Community) can add a line item to your applicaton that will charge the same value as AGS's processing fee. In this support article, we'll... Explain how AGS's processing ...