Default Questions¶

Contact Information - All Registration Forms will start with this question to capture basic information from the registrant. Click in the box to edit it. The default prompt is Enter your information, but you can change it to something else.

• The following fields are required.

  • First Name

  • Last Name

  • Email

• The following fields have options for Show and Require. Click the Show checkbox if you want it to show on your form. Click the Require checkbox if you want to require an answer for that field in order to complete the registration.

  • Cell Phone

  • Address

  • Birthday

  • Gender

  • Marital Status

• Zip Code only - This is off by default. If you don’t want/need their full address, toggle this on (green) to change the Address field to a Zip Code field.

• Allow edit if signed in - This is on (green) by default. This allows a registrant to edit the information stored on their record if they are signed in. Toggle this off if you do not want them to be able to edit the information stored on their record.

Additional Questions¶

Click the green +Add Question button to create additional questions. There are several Standard and Freeform questions available.

Standard 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.

Note

To change the setting after adding the question, click within the box of that setting to activate the editing option for the Disabled or Required toggles or the sort option or delete option.

• Allergies - When you select this option, it will display a text box in which the registrant can enter any allergies. You can toggle on the required, if necessary. This will display on the person’s record under the Involvement > Registration tab.

• Campus - The registrant will be shown the Campus associated with their record. If they change this it will change their campus.

  Note

  If Show Campus On Registration (Admin > Advanced > Settings > Features > Registrations) is set to True, this question will show by default in newly created registration forms.

• Doctor - This will display two text boxes asking for doctor’s name and phone number. This will display on the person’s record under the Involvement > Registration tab.

• Emergency Contact - The registrant is required to enter answers in two text boxes asking for Emergency Contact and Emergency Phone. This will display on the person’s record under the Involvement > Registration tab.

• Grade - Enter a suitable Question to indicate what should be selected. 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. This will update on their record on the Personal Tab. When setting this up you can name your grade and select the appropriate selecting from the drop down menu. The grades are configured in the Admin > Advanced > Lookup Codes.

• Insurance - The registrant is prompted to enter answers in two text boxes asking for Health Insurance Carrier and Policy/Group#. This is necessary for camps or teams where a registrant might get hurt and need medical attention. This will display on the person’s record under the Involvement > Registration tab.

• Medications - The registrant will be able to select their medication. This will update on their record on the Involvement > Registration tab. By default all the medications will be showing, you can remove those that do not apply. The medications are configured in the Admin > Advanced > Lookup Codes.

• Meeting Selector - This question will require you to create an additional Registration Form Involvement as well as add a meeting to that Involvement. Once you do that, it will work as follows:

  • Involvement - Choose an Involvement to be added to. This Involvement must also be a Registration Form.

  • Audience

    • Everyone - This will allow anyone to select available meetings.

    • Children Only - This will allow only children to select available meetings.

    • Adults Only - This will allow only adults to select available meetings.

    • Enrolled Only - This will allow only people who are enrolled in the selected Involvement to select available meetings. This requires a person to sign in to function properly. Adjust the Sign In setting to Required on the Settings & Fees tab.

  Note

  If this question requires an answer, you will want to make sure anyone who visits this link is able to select a meeting.

• Meetings - When this is toggled on, the meetings need to be in this Involvement and not in the Involvement listed if you are also using the Involvements toggle.

  • All Meetings

  • Number of Meetings - You can enter a number to indicate how many meetings. The Involvement must have at least one schedule to use this option.

  • Specific Meetings - You can create a Meeting from here to select or choose one that is already created.

  • Lock out ___hour(s) before meeting - number of hours you would like before the meeting that will not allow people to register.

  • Required - You can require the answers or not with the toggle at the bottom of the box.

  • Fees - the charge when that option is chosen (enter a dollar amount without the dollar sign).

  • Limits - the maximum number of registrants allowed for that option.

  USE CASE: This would be a great way to offer Childcare needs.

• Menu - These will present a series of options for the registrant to choose. Enter the question prompt is where you will name this, Wednesday Night Dinner, etc. You will be presented with three options as a default you can remove or add option.

  • Required - You can require the answers or not with the toggle at the bottom of the box.

  • Save Answer - This is the default.

    • You can also save as a Sub-group. Then the box to name the subgroup will appear above.

    • You can also save as extra value. Then the box to name the Extra Value will appear above.

    • Fees - the charge when that option is chosen (enter a dollar amount without the dollar sign).

    • Involvements - this will add the registrant to the Involvement you select.

    • Meetings - this will add the registrant to a specific meeting you select.

    • Limits - this is the maximum number of registrants allowed for that option.

• Parents - The registrant is required to enter and answer in one of the two text boxes asking for Mother’s Name and Father’s Name. This will display on the person’s record under the Involvement > Registration tab.

• Passport - The registrant is required to enter answers in two text boxes asking for Passport Number and Passport Expires Date. This is useful for a trip out of the country, where it is desirable to have a record of participants’ passport information.

• Pledge - Pledge allows the registrant to enter an amount. You will select the Fund from the dropdown. The pledge to the selected fund will automatically be created in a bundle.

• Shirt Size - By default, it will say Shirt Size and display 3 options, this will display Radio Buttons for the registrant to select. Label each one, this is what the registrant will see. The shirt sizes are configured in the Admin > Advanced > Lookup Codes.

  • Required - You can require the answers or not with the toggle at the bottom of the box.

  • Save Answer - This is the default.

    • You can also save as a Sub-group. Then the box to name the subgroup will appear above.

    • You can also save as extra value. Then the box to name the Extra Value will appear above.

  • Fees - the charge when that option is chosen (enter a dollar amount without the dollar sign)

  • Involvements - this will add the registrant to the Involvement you select.

  • Meetings - this will add the registrant to a specific meeting you select.

  • Limits - this is the maximum number of registrants allowed for that option.

  • Conditions - this is where you can have the registrant skip questions based on their selection.

• 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.

• Terms - Some registrations such as camps, sports teams of trips require the registrant to agree to terms (indemnification). If you enter terms in this section, the registrant must click the Agree to terms checkbox in order to complete the registration. This will be a dropdown of options based on the Html files created with the RegTerms keyword.

  Important

  A system admin will need to create the Terms HTML file by navigating to Admin > Advanced > Special Content > Html Content and clicking +New Html File. Make sure that RegTerms is entered in the Keyword field for the terms to appear in the dropdown.

• Upload Documents - For each Upload Documents 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.

  The uploaded documents will be accessible on the registrant’s Member Dialog, on the Forms tab.

Freeform Questions

Unlike Standard Questions, these questions do not correspond to a standard field on the registrant’s profile.

Text Entry - Enter the question prompt in the space that says those words. You can require this field with the toggle or make this a multiline answer area with the toggle.

Instructions - This will present you with a full editor to personalize your instructions.

Radio Buttons - The registrant will be presented with radio buttons and only allowed to select one. It will default to a Yes and No but you may change the names to what works for you.

• Add Option - allows you to have more than two radio buttons.

• Add “Other” Option - adds another radio button with the title of Other.

• Required - You can require the answers or not with the toggle at the bottom of the box.

• Save Answer - This is the default.

  • You can also save as a Sub-group. Then the box to name the subgroup will appear above.

  • You can also save as extra value. Then the box to name the Extra Value will appear above.

• Fees - the charge when that option is chosen (enter a dollar amount without the dollar sign)

• Involvements - this will add the registrant to the Involvement you select.

• Meetings - this will add the registrant to a specific meeting you select.

• Limits - this is the maximum number of registrants allowed for that option.

• Conditions - this is where you can have the registrant skip questions based on their selection.

Checkboxes - The registrant will be presented with checkboxes and allowed to select more than one. It will default with Option 1, Option 2, and Option 3. You may change the names to what works for you.

• Add Option - allows you to have more than three checkboxes.

• Required - You can require the answers or not with the toggle at the bottom of the box.

• Save Answer - This is the default.

  • You can also save as a Sub-group. Then the box to name the subgroup will appear above.

  • You can also save as extra value. Then the box to name the Extra Value will appear above.

• Fees - the charge when that option is chosen (enter a dollar amount without the dollar sign)

• Involvements - this will add the registrant to the Involvement you select.

• Meetings - this will add the registrant to a specific meeting you select.

• Limits - this is the maximum number of registrants allowed for that option.

Date - You can change the label of Date to specify what date you are requesting. This will display with mm/dd/yyy where the registrant can type a date or use the embedded calendar selection.

Drop-down - The registrant will be presented with a drop down list and only allowed to select one. It will default with Option 1, Option 2, and Option 3. You may change the names to what works for you.

• Add Option - allows you to have more than three options in the drop-down list.

• Required - You can require the answers or not with the toggle at the bottom of the box.

• Save Answer - This is the default.

  • You can also save as a Sub-group. Then the box to name the subgroup will appear above.

  • You can also save as extra value. Then the box to name the Extra Value will appear above.

• Fees - the charge when that option is chosen (enter a dollar amount without the dollar sign)

• Involvements - this will add the registrant to the Involvement you select.

• Meetings - this will add the registrant to a specific meeting you select.

• Limits - this is the maximum number of registrants allowed for that option.

• Conditions - this is where you can have the registrant skip questions based on their selection.

Cancel - This will close the selection box of questions.