Registration Forms

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How do I create a new registration form ?
From Products & Forms , select the  Forms tab. 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...
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. From Products & Forms , click the  Forms ta...
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 registration fees 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. ...
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 it...
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 passe...
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 Test & 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 available....
How do I gain access to the formal URL?
Open the Registration Form. Select the Test & Publish  tab . In the top right corner, click Copy Form Link . You can paste this link into an email to members or on your website. ...
How do I test the registration form prior to making it active?
NOTE: Ensure the form is in draft status. You can check this status under the status column. Select the Test & Publish tab.  Right Click on the Form Name under Direct link to form  and select Open link in a New Tab. ...
How do I open an Incognito Window in different web browsers?
When you test a registration form, you need to test it in an Incognito Window .  Some web browsers call this a Private Window or something similar.  Below shows how you test a registration form in different web browsers. Google Chrom...
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?
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. From the top menu bar, select Products & Forms . Under Shared Forms , g...
How do I view only active forms?
On the right side, click on the drop down arrow next to the box that says All .  Select Active  from the list. This will display only Active forms. ...