Questions Tab¶
Below are the options that are available on the Registration > Questions tab of an Involvement. These all relate to an Involvement that will be used for online registration.
Tip
Before clicking Edit, click Show Help to display a description of every item you add from the Add Question dialog box. The button is a toggle. While help is displayed, the button reads Hide Help.
The Questions tab is not available for the Childcare and Childcare Scheduler registration types.
Note
Click Edit on the Questions tab, then click Add Question to open the dialog box from which you make your selections.
Add Question dialog box¶
Question Options¶
After making a selection, use the arrow icons beside each item to move it to the top, up one row, down one row, or to the bottom, and the trash icon to delete it. Some options, such as Dropdown and Yes/No Questions, have a green Add Item button. Click it to add each dropdown option or question. The registration form shows the items in the same order as they appear on the Questions tab.
Note
Several options create sub-groups as people make those selections. You will not see any of these sub-groups in Group Member Management until someone makes that specific selection.
Important
Dropdowns, Checkboxes, Radio Buttons, Menu Choices, and Yes/No Questions create sub-groups. The sub-group names are used as column headers in the Excel registration reports, so keep sub-group names short.
The Description (what the registrant sees) can be longer than the sub-group name. However, a long description can cause display issues on the registration form. In those cases, use Instructions or Headers to explain the options to your registrants.
Upload Document also creates sub-groups, named after the document. See Upload Document below.
Freeform Questions¶
Unlike Standardized Questions (below), Freeform Questions do not correspond to a standard field on the registrant’s profile or to standard registration data.
Checkboxes¶
These are presented as a group of checkboxes.
Question is the description that appears above the options.
Minimum and/or Maximum is where you can limit the number of items the registrant can select. You must also select the Require setting to enforce these limits.
Option is the checkbox option that displays for the registrant.
Sub-Group is the name of the group in the Involvement. The sub-group name will be the same as the description if you do not enter anything for the Sub-Group.
Fee is the charge when that option is chosen (enter a dollar amount without the dollar sign or leave blank if no fee).
Limit is the maximum number of registrants allowed for that option.
Date/Time is an optional setting that creates a meeting with the registrant added to the meeting as Attending (enter a date in this format - mm/dd/yyyy hh:mm am or pm. E.g.,
02/11/2018 06:30 PM)
You can add as many sets of Checkboxes as you need.
Note
If you want to separate the checkboxes into sections under the same heading, you can create a Header. This is different from the header or instructions described below. This header is inside the group of checkboxes.
See also
Online Registration Checkboxes for more details about checkboxes
Dropdown¶
This will be presented as a dropdown selection and will enter the registrant in a sub-group within the Involvement. A registrant can make only one selection.
Question is the description that appears above the options.
Option is the dropdown option that displays for the registrant.
Sub-Group is the name of the group in the Involvement. The sub-group name will be the same as the description if you do not enter anything for the Sub-Group.
Fee is the charge when that option is chosen (enter a dollar amount without the dollar sign or leave blank if no fee).
Limit is the maximum number of registrants allowed for that option.
Date/Time is an optional setting that creates a meeting with the registrant added to the meeting as Attending (enter a date in this format - mm/dd/yyyy hh:mm am or pm. E.g.,
02/11/2018 06:30 PM)
You can add as many sets of Dropdowns as you need.
Caution
Each sub-group must have a unique name. This applies to any item that creates a sub-group. If you have a registration that is asking similar questions in different groups, perhaps for different days, use something like this: Skiing-Mon and Skiing-Tue instead of just Skiing. If you create duplicate sub-group names, a warning displays on the Questions tab. The number in parentheses tells you how many duplicates you have for that name. Click Edit and change the names. See the note below about finding existing registrations with duplicate sub-group names.
The warning reads ERROR: Duplicate SubGroups found. This will prevent your registration from working properly. followed by each duplicate name and its count.
Yes/No Questions¶
These questions require a Yes or No answer and place the registrant in a sub-group named with Yes: or No: in front of the sub-group name (for example, Yes:Shuttle). Enter your question in the Question text box and a short name in the Sub-Group text box. All the Yes/No Questions in a set are grouped together on the registration form. Click Add Item to add more questions.
Single Line Answers¶
These questions are answered with text, and the answers do not create a sub-group. You can have multiple sets of questions, so the questions do not all have to be grouped together. You can also place a Header above a set of questions. See Header below.
Multiline Answers¶
These work like Single Line Answers, but display a larger text box so the registrant can enter more than one line of text.
Upload Document¶
For each Upload Document item you include in the registration, the registrant is provided a button to select and upload a file. Label the item with a description of the document being requested.
Registrants who upload a document will be placed in a sub-group called RegDoc-DocName where “DocName” is the name of the document. Registrants can upload .doc, .docx, .jpg, .png, .pdf, .xls, .xlsx, and .csv files.
The uploaded documents are available on the registrant’s Member Dialog, on the Questions tab.
Tickets¶
For the Label, enter text asking how many tickets/dinners/etc. they are purchasing or how many people are coming. This number will be multiplied by the fee (on the Fee tab) to calculate the total they will pay. You could also use the Instruction option if you need further clarification. This works well for items such as lunches, so the registrant can include friends. See below for how to add more tickets after a person has already registered and purchased tickets.
Note
Do not use the Extra Fee when using Tickets. If the fee increases after a certain date, just change the amount of the Fee on the Fee tab. Allow Only One will automatically be applied when using the Tickets question.
Caution
If you have a Max Limit on the Registration tab, it will apply to the actual number of tickets that can be sold. However, the last purchaser before the maximum is reached can buy enough tickets to exceed the limit. The next person sees a message that the maximum has been reached.
Example: The maximum is 100 and 90 have been sold, so 10 remain. The last purchaser can buy 12 tickets, because the limit is not checked until the transaction is completed. Set the maximum slightly below the number you can accommodate to allow for this.
Add More Tickets¶
After someone registers and purchases tickets, you can record additional tickets paid by cash or check, or let the person pay online.
- Step 1
Go to the Member Dialog for that person in that Involvement and select the green Transaction button and Make Fee Adjustment.
Enter a negative number to represent the cost of the extra tickets and enter a note such as ‘buying 2 more tickets’ and click Add Transaction.
Now the person has a balance due equal to the extra tickets. See tip below if the person wants to pay online
- Step 2
Next select the Transaction button and Add Transaction.
Enter a positive number for the total paid by cash or check and enter the check number or ‘cash paid’ and click Add Transaction.
Now there is no balance due.
- Step 3
Next, click Edit on the Member Dialog and change the number of tickets to the new total the person has purchased and click Save.
Tip
You can also email the registrant a paylink after you make the Fee Adjustment, so the person can pay online. So, you complete Steps 1 and 3 above, omitting Step 2. Then copy the paylink and email it. The paylink will be in the person’s member dialog. Just right-click, copy link and paste it into an email.
Design Elements¶
These organize your registration and add instructions.
Divider¶
Adds a dividing line between registration questions at the position you determine.
Header¶
The text you enter appears as a header that can be positioned above any items on your registration page. The text can include HTML. You can add multiple headers.
Instruction Highlighted¶
This works like a Header in that the text you enter can be positioned where you want it on the registration page and can include HTML. Your text will be highlighted in light blue. You can add as many of these as you need.
Instruction Plain¶
Identical to the instruction type described above, but without the highlighting.
Tip
You may want to provide instruction to your users to encourage opting in for text message communication. Newly created accounts will be opted in automatically. However, you can use an Instruction block to provide additional information in a registration, and include instructions in the footer of your email templates to manage SMS subscriptions. You can also include this in follow-up emails to texts. Sample text:
Want to receive text messages from our church to be notified of upcoming events? Text “Start” to XXX-XXX-XXXX to be added to our list. You can modify your email and text subscriptions on your Communications/Subscriptions tab of your personal record.
Standardized Questions¶
These are questions that relate to standard registration information (such as passport information). In many cases the question is associated with a field on the registrant’s profile with the answer updating the registrant’s profile with the new information.
Allergies¶
Displays a text box in which the registrant can enter any allergies. The box has the caption “Leave blank if none”. By design, an answer is not required.
Cell Phone¶
This question displays only for registrants who are logged in to their account. It updates the cell phone on the people record of the logged-in person.
Church¶
Displays three checkboxes:
Member of this church
Attending another church
Currently not attending a church
This helps identify prospects. Search Builder has the Conditions Not a Church Member and Reg Other Church to help you find those who are prospects.
Coaching¶
The registrant is presented with the question Interested in Coaching? with Yes or No radio buttons. Use the Search Builder Condition Reg Interested Coaching to find potential coaches for recreation teams.
Special Request¶
Displays a text box for entering a request for a coach/teacher/roommate, for example. Enter instructions/clarifications in the Question text box.
Note
The text the registrant enters in the Request field will display on the Member Dialog, Members and Group exports, and the Manage Involvement Members page for the Involvement. This is helpful when you are trying to honor someone’s ‘request’.
Doctor¶
Displays two text boxes for the doctor’s name and phone number. The doctor’s name is required.
Emergency Contact¶
Displays two text boxes for Emergency Contact and Emergency Phone. Both are required.
Grade Options¶
Enter a suitable Question to indicate what should be selected. Click +Add Item to create the list of Grades. What you enter as the option is what the registrant will see displayed (such as Pre-K). Then choose the correct corresponding Grade Option from the dropdown.
The option selected during registration will be put on the child’s people record and will display on the Manage Involvement Members page, along with being included in some reports.
Note
When setting up this question, consider what date you are using for the GradeUpdateDate administrative setting, to avoid double-promoting someone. You may choose to ask for “current” grade versus “upcoming” grade.
Insurance¶
Displays two text boxes for Health Insurance Carrier and Policy/Group #. The carrier is required. This is useful for camps or teams where a registrant might need medical attention.
Parents¶
Displays two text boxes for Mother’s Name and Father’s Name. The registrant must complete at least one.
Shirt Size¶
Enter a Shirt Description (such as “Select your t-shirt size”) and Fee. Enter both a Size Description (what the registrant sees) and a Sub-Group name for shirt sizes. You can omit the sub-group name if the size description will suffice, i.e. if the name is short.
This sub-group name is what will appear on the Shirt Sizes Report, as well as in the Member Dialog and on the Groups export. This option does NOT create a sub-group in the Involvement.
Note
Be sure to click +Add Item and enter the Size Description and Sub-Group for each shirt size you are offering.
Check Allow Last Year if you allow them to use the shirt they already have from the previous year (such as for a sports team). This will not charge them the shirt fee. When this is checked, the option Use shirt from last year will be added to the bottom of the list of sizes on the form. The registrant must select this option if they are not purchasing a new shirt.
Tip
If you want the purchase of a shirt to be optional, but not because they will be using ‘last year’s shirt’; you can add an Extra Value to the Involvement and enter the text you want the registrant to see. Instead of displaying Use Last Year’s in the drop down menu, it can display No Shirt or whatever you would like.
Suggested Fee¶
For the Question, enter text telling the registrant that they can enter the amount they want to pay. The registrant can enter any fee, including zero (0) in the box presented. An example use case would be a teachers’ leadership meeting with a fee of $15, but you don’t want a teacher to be excluded if they cannot pay the fee.
Caution
This is designed to be used when you have a Fee on the Fee tab. This is not designed for use when you have other fee-associated options on the Questions tab. Also, this is not how you would ask for an extra donation. For that, you would use the Ask Donation option on the Fee tab.
Approved Medications¶
Displays the question May we give your child? with Yes/No radio buttons for Tylenol, Advil, Maalox, and Robitussin.
Passport¶
Displays text boxes for the passport number and expiration date. Both are required, and the passport number can be up to 10 characters. This is useful for mission trips or other trips out of the country, where it is desirable to have a record of participants’ passport information.
The passport information entered will be included on the Registration Report (both PDF or Excel) and on the registrant’s Member Dialog.
In the Add Question dialog box, an item that can be used only once is crossed out after you add it, so you can’t select it again by mistake.
Pledge¶
The Label defaults to “Pledge Amount,” which you can edit. The Fund dropdown shows only active pledge funds. You can set the question to Required or Disabled. The pledge to the selected fund is created in a bundle automatically.
Target Extra Values¶
When you have Checkboxes, Yes/No Questions or Dropdowns that normally place the person in a sub-group, checking Target Extra Values will create an Ad Hoc Extra Value on the person’s record instead of placing them in a sub-group in the Involvement. The name you enter for the Sub-Group will be the name of the Extra Value.
Caution
This is intended for specialized registrations, so use it carefully with these three question types. For any of these three types of questions, selecting Target Extra Values will result in Extra Values being created on the person’s record and sub-groups will not be created in the Involvement.
Finding Existing Registration with Duplicate Sub-Group Names
Older registrations may have duplicate sub-group names. Your Admin user can add a script to your database that finds these sub-groups so you can correct them.
See also
Latest Update |
10/20/2026 |
Rewrote the article in a concise, professional style and checked each question type against the current software. Corrected the Church options, Yes/No sub-group names, required fields, and button names, and replaced the outdated screenshots. Renamed the article to match the tab name in TouchPoint.