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How do I set up Registration Forms

Set up Registration Forms

Every activity requires a registration form that families will use to register for your activity.

If you have different registration forms for different activities, you can create multiple forms here. You can then assign the form to one or more activities.

When creating a new form, you can select from a list of standard fields available that you want the users to use. Additionally, you can create and add a list of custom questions that families will need to answer while registering.

You can access the forms menu from the dashboard channel Activities & Sessions -> Registration Forms

 

Form Components

 Registration form consists of the following components:

  1. Cancellation Policy
    You can manage cancellation policies via Activities & Sessions -> Cancellation Policy sub-channel from the dashboard. You can create one or more cancellation policies and assign them one or more registration forms.
     
  2. Waivers
    You can manage waivers via Activities & Sessions -> Waivers sub-channel from the dashboard. You can create one or more waivers and assign them one or more registration forms. 


  3. Standard Registration Fields
    When creating a registration form, you can choose from a set of standard registration fields available to you. You can specify which of these fields are required for the user to complete their registration.
  4. Custom Registration Fields
    In addition, you can create your own custom questions that the user will answer while filling out the registration form. You can access this page via Activities & Sessions -> Custom Registration Fields sub-channel from the dashboard. You can create one or more custom fields and assign them one or more registration forms. 



Assembling the Form

Once all of the above components of the form have been created, you can assemble these components to create the form. Here are the steps:

Step 1: Create form and assign cancellation policy, waiver & standard fields

Step 2: Assign Custom Fields

Step 3: Order Custom Fields

Step 4: Preview Form
Once the form is set up with all the components as described above, you can preview the form and assign it to one or more activities.

 

Step 5: Assign the form to an activity on the Activity Description tab

  • Go to the Activity Description tab

  • Scroll down to field the field Registration Form

  • Select the form you just added. Users can now use this form to register for sessions for this activity.

 

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