Registration Forms

Articles

How do I create a new registration form ?
Click Create New Form.  This will open the Create Form Window. Fill in the Internal Form Name and Title and Click Save . The Form will be created and opened in edit mode so you can add your own products and questions. ...
How do I create a new registration form from the national form?
To create your club's registration form, you need to begin with the national registration form.  You can add your own products and questions to the existing national registration form. Any forms that have been shared with you will appear...
How do I add an existing product to a registration form?
Open the Registration Form. From the Products tab, click Add Existing Product . A list of existing products displays.  Click Add  next to the product you want to add. Note:If you can't find the fee you are looking fo...
How do I add a new product to a registration form?
Open the Registration Form. From the Products  tab, click Add New Product . Enter all the required information.  Here you can specify who can see this product based on gender, age and member type.  If you leave these fields ...
How do I delete a product from a form?
NOTE : you can only delete the products that you add. Open the Registration Form. Select the Products tab. Click on the Flag For Deletion  icon next to the product you want to delete.  The line turns red. NOT...
How do I add questions to an existing registration form?
Open the Registration form. Select  Questions and Layout. Select your question from the list under Add Existing Question  header.  NOTE :  if you don't see your question in the list, you can search for i...
How do I create my own questions and add them to the form?
Open the Registration form. Select the Questions & Layout  tab . Scroll down to Add New Question ,  select the question type you'd like to create. In the Question Name , enter the name as you want the question to app...
How do I make questions on my form mandatory?
Open the Registration form. Select the  Questions and Layout  tab . Click Edit  on the question you wish to make mandatory. NOTE:  You can only edit the questions you add. If the questions are passed o...
How do I delete a question from a Registration form?
NOTE : you can only delete the questions you add. If the questions are passed from higher levels, then they can't be deleted. Open the Registration form. Select the Questions & Layout tab. To delete a question, click Remove...
How do I make a registration form active?
Open the Registration Form. Select the Activate  & Publish tab. From the  Form Status drop down list, select Active . You must enter Activation  and Expiry  dates.  These are the dates this form is...
How do I gain access to the formal URL?
Open the Registration Form. Click the Copy Form Link  button. You can paste this link onto a button on your website. ...
How do I add early bird registration?
Open the Registration form and select the Products tab. Creating an Early Bird Registration fee is exactly the same as creating a new registration fee.  The only difference is in the Availability Dates. Click Add New Registration Fee . En...
How do i change the order of questions in a registration form?
Open the registration form. Select  Questions and Layout. Scroll down to the questions you want to reorder.  Drag and drop the question in the order you want them. Click Save.  ...
How can I filter my forms by status?
Over time you will accumulate many forms.  It may be easier to work with them if you only saw the Active ones.  Or maybe you are looking for a Draft form so you can complete it. Go to the right side of the list of your forms.  Ther...
How do I create email messages for my registration form?
You can create an email message that is sent to members when they register.  This is part of the registration form. Open your registration form so you can edit it. Click on the Messaging & Notifications  tab. NOTE :  the ...
How do I view a registration form that has been shared with me?
You may have several forms shared with you by other organisations.  If you just want to look at the form, not use it, you can do that from the Shared Forms page. Under Shared Forms , go to the end of the line of the form you want to view. &...
How do I give permissions to organisations to create new forms?
As an administrator, you have the ability to give permission for organisations below you to create new forms.  Click the Permissions  tab. If you can't see the Forms Create  column, click the Table Settings  icon. &...
How do I change the way my registration form looks?
Your registration form will have default colours for different parts.  You can change the way the form looks by updating the Form Display Template. Click Products & Forms  and select the Form Display Template  tab. If you w...
How do I make my registration form available to other organisations?
Once you have created a registration form you can allow other organisations to use the form. Click on the name of the form you want to share.  This opens the form. Scroll down on the Settings  tab to the Make this form available t...