Custom Forms Overview

Custom forms allow an admin user to create a form using a variety of field options in order to gather additional information.  The types of forms can be specific to a user, member, or class, & will be prompted accordingly based on the form's selected activity (user/member creation, &/or registration).

• A Class form is for information you wish to gather for a specific class, & is prompted when a participant is registering for a class session of which the form is linked to. 

• A User Registration Form is general information you wish to universally gather about members on an account, & can be prompted when a member is initially created, as well as when a user/member is being registered.  This specific form can be linked with the global discounts that are preconfigured in the software.

• A User Creation form is general information you wish to gather about the primary user for the account, & is prompted when the user is initially created.
  

There are a variety of field options available to use when creating a custom form, of which, three are mapped (linked) to a corresponding discount: "Are you a Resident?", "Are you a Senior Citizen?", & "Are you a Veteran?".  If any of these fields are included in the User Registration custom form, & the corresponding discount is associated with the session registering for, the discount will automatically apply accordingly based on the custom form field response.

Information collected on a custom form when a user/member is created can be modified at a later time.

• Related Articles

• Custom Form

  Custom Forms are used to capture additional information that is needed for all Users and Members and/or only for specific Classes/Sessions. Additional Info (Class Custom Form): If a Class Custom Form is configured for the session, the system will ...

• Adding a Custom Form

  To add a custom form, click on "Configuration" & select "Custom Form"; then,click the "+" in the upper/right.  Enter a name for the form, & select the form type from the dropdown.  If form type selected is "Member", select one or both of the activity ...

• View/Edit Member Additional Info

  To view/edit a member’s additional information collected via member custom form, click on “User Management” & search for the user account.  Next, hover over the Action icon to the left of the user, & select “View User Options”.  On the View User ...

• Fillable Forms Overview

  Fillable forms allow a admin user to upload an editable PDF or PSD form in order to gather additional information.  A form can then be linked to a class, & will be prompted during the registration process. The PDF or PSD form must be in editable ...

• View/Edit User Additional Info

  To view/edit a user’s additional information collected via user custom form, click on “User Management” & search for the user account.  Next, hover over the Action icon to the left of the user, & select “Edit”.  Click on the “Additional Information” ...