You use Form Templates to configure the pages and sections in your registration site. The software provides two standard form templates for registration. You can use the standard form templates or you can use them as the base for your own customized form templates. Once you customize a standard form template, you can save the customized version as a template and re-use it for other events.
Form templates are divided into groups. The groups represent the different pages or sections within the registration site. Each group contains options (also called components) for you to further customize your registration site.
- Text on the logon screen
- Sign-In configuration
- Duplicate order settings
- Order editing settings
- Cancel order settings
- Show past and current order history
- Registrant substitution
- Registrant cancellations
- Text on the account screen/section
- Data entry fields for the registrant (address, phone number, etc.)
- Registering on behalf of others
- Guest registration
- Document upload settings
- Registrant duplicate checking settings
The Registrant Types Group configures:
- Text on the registrant type screen/section
- Order the registrant types display
- How the remaining capacity displays
- When to hide/show the registrant type section
The Functions Group configures:
- Text on the functions screen/section
- Function grouping and order
- How functions are selected (check box, radio button, etc.)
- If a function is required
- Show/hide functions based on the function end date
- Where to show remaining capacity for a function
The Payments Group configures:
- Text on the payment screen/section
- Available payment options
- The default payment type
- Add-On Items
- Allow selection of a different bill-to account
- Terms & Conditions
The Confirmation Group configures:
- If email confirmations are sent and settings for the email confirmations
- Template for the email confirmations
- Return Home and Sign Out Return links
- Allow adding the event to Outlook
- Show QR barcodes
- Link to Registration Check-In
- Confirmation header and footer text
- Social media links
You should already have configured the following prior to setting up a registration form template:
- Registrant types, registrant type pricing and registrant type dependent pricing
- Functions and function pricing
- Registrant and registration order custom field
- Merchandise and merchandise pricing
- Promo Codes
- Sign-In (LOGON) Configuration
Comments
0 comments
Please sign in to leave a comment.