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Attaching registration forms at the activity level gives you more flexibility to collect necessary participant information; based on the activity being registered to.
How it Works
1. What Happens when this Feature is Activated?
Once this feature is activated, Forms on the Programs edit page are no longer visible.
Instead, the Forms field is available in the Activities>Edit subtab for every activity you create and/or edit. Forms that were initially linked to a program have now been assigned to each activity within the program itself. The change is seamless and there's no action on your part.
Moving forward, you'll link your registration forms directly to your activities!
2. How to Attach a Form to an Activity
In the Activities>Edit subtab, select a program and then create (or edit) an activity.
Scroll to the Forms section and assign an Adult and Child form.
You can change the forms at any time.
✏️ How to mass edit registration forms on activities
To save time, you can use the Mass edit feature to assign the same form to multiple activities within the same program simultaneously.
Add a check mark to 2 or more activities.
Click Operations>Mass edit and scroll to the Forms section.
Tick the box next to the Adult and/or Child form and choose an existing form.
When finished, scroll down and click Save.
3. Frequently Asked Questions
1. How do I know which registration form(s) my client filled out?
In the Clients tab, click on the account and go to the Account members page. Click on the name of an account member to pull up their profile. In the Forms field, click the drop-down to view the list of forms the participant has completed.
2. If I change a form during the season, can I still export client and attendance lists with details from every form?
Absolutely. If you're exporting lists from the Clients tab, click Operations>Export.
If you include extra questions, you can choose to list all the extra questions from all your registration forms, or limit it to extra questions from a single form. It will also include information from the default questions on every registration form.
If you don't include extra questions, the export will include information from the default questions on every registration form.
If you're exporting Attendance lists from the Activities>Attendance list subtab, click Operations>Attendance list generation.
This will include information from the default questions on every registration form, if the one or more participants answered them.
You may include any extra questions you created..and more!
3. Can I replace an activity as long as it shares the same registration form?
Yes! Now that forms are assigned on an activity level, you can replace an activity or membership with another of its like as long as they share the same registration form.
4. Do I have to attach forms to activities that were imported from another program?
Activities imported from another program will still have the same form attached. Feel free to change it!