Set up your membership form
Open Settings → Add-ons → Membership Form. Pick one of three ways new shoppers check out:
1) Sign a membership form at checkout. First-time shoppers fill your join form (with a signature) as part of placing their order, and you can charge a one-time fee. 2) Regular checkout, account required. No form and no fee, but shoppers make an account. 3) Regular checkout, no account needed. The simplest path – they just enter their details, place the order, and their card is charged when you pack.
Build your form. Write your own agreement using fill-in fields like {first_name}, {last_name}, and {address} – for example, “I, {first_name} {last_name}, of {address}, agree to…” – add a signature and any questions you want (mark the ones that are required), and use Preview to see exactly what your shoppers will see.
Set the fee. Choose the amount and what to call it (for example “Application Fee” or “Membership Gift”), and choose when it is charged: with the order, or a couple of minutes after they confirm. Set it to $0 for no fee. You can also edit the wording of the payment sentence and the acceptance email.
Anyone you list as fee-exempt (and Welcome-Friend / church-family signups) never pays it. A shareable join page is created automatically so people can become members before they shop.