Forms

What are Forms?

A Form is a means to collect additional information from Members that is not included in the default Member information. Forms are associated with Registration Categories to enable the collection of desired or required information when a Member based on their type.

How do Forms work?

A Form contains a series of questions. Each question can be configured with a specific type (e.g. checkbox, date, text, select, etc.). When an Account owner purchases a Session or Registration Category from the Store, they are asked to fill out any Forms associated with corresponding Registration Categories.

Forms can be configured as optional, required at checkout, and required post-checkout. If a Form is required a checkout, an Account owner will not be allowed to complete a purchase until the Form is filled out. If a Form is required post-checkout, an Account owner will be allowed to complete the purchase, but will be marked as not yet completing the Form.

Forms may also be set to expire. This means that Member information can be applied to a Form and satisfy all requirements, but the Form data expires after a configured period of time. Members need only update their Form data to satisfy the expiration.

Administrators may view a list of Members that have not filled out required Forms or for which expiry is coming soon (within 6 months). This can be done from the Members with Missing/Expired Forms report.

When configuring a Registration Category, administrators may attach as many Forms as desired.

Permissions

The "registration category reader" Role is required to view Form details. The "registration category contributor" Role is required to modify Form details.