To create a new registration form, follow the instructions in this document
Click Add Registration Form + on the Registration Form Setup page
Creating a registration form has three steps:
- Registration Information
- Enrollment Options
- Authorizations
1. Registration Information
Please select the Registration Period for this form. Once approved, submitted applicants will be placed on the Participant list for the selected Registration Period.
Name the form and select the Registration open date and Registration close date; these are the dates when the form will be visible on the Registration Landing Page.
All of these fields are required, as indicated by the red asterisks.
Add a Pre-registration message that provides some instructions at the beginning of the application process.
Add a Post-submission message if desired. This will appear on the screen after a form has been submitted.
By default, the Predefined post-submission message appears at the start of the message. Therefore, you don't need to add "thank you for registering..." to your Post-submission message text.
Before submitting a form online, a signature is required to agree to any required authorizations. These authorizations are configured in a later step. Using the checkboxes, select how you want the submitter to sign their name on their device screen: with their finger/stylus, typing their name or either option.
Next, select an option for the Online registration access field. Unless your program is sending emails or texts from the Messages part of the system, choose "Link Optional."
Click Next Step.
2. Enrollment Options
Determine if you want this registration form to apply by Site or Session.
By Site: Submitting a form will be for the various programs offered at the site selected
Select the appropriate site or sites to which the registration form applies.
If your program offers services at multiple sites and they use the same registration form, select each site using this form. An "Apply" button will appear for each site selected on the Registration Landing Page. If the form is different for different sites, you must make different registration forms for each site.
By Session: Submitting a form will only enroll the submitter for selected scheduled activity sessions at the selected site.
Use the Session(s) field to drill down into the site or sites where the session or sessions are located for which this form applies.
Next, enter any Enrollment instructions.
These instructions will appear on the screen where one or more sessions are selected, as shown in the example image below.
In the Session selection limit field, select the maximum number of sessions that can be enrolled in per registration. Select "Unlimited" for no limit. If limited, select "Limited" and enter the maximum number in the new Maximum number of selected sessions allowed field. In the example below, the limit is 2 sessions.
When complete, click Next Step.
3. Authorizations
Authorizations are the statements that those submitting a form agree to, such as a consent to allow photographs.
To add an Authorization, click + Add another authorization.
Label the authorization with a name that summarizes the Authorization. Next, add the authorization text into the Authorization text field. Lastly, select whether the authorization is required or not.
Then click Save Registration Form to save it and have it appear on the Registration Landing Page.
Registration forms will have data fields where each submitter will enter information. Some fields will be system defaults, but custom fields and other form elements can also be added.
See these documents to learn more about Editing a Form's Default Fields, Adding Elements to your Form, and Adding Custom Fields to your Form.
Creating and Managing Registration Forms Document Guide Home
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