How to Add a Form to an Event

Edited

When creating a new event, you can collect participant information using a custom form. You have the option to create a new bespoke form or select from a previously created form.


Step 1: Choose to Create or Reuse a Form

After entering your event details, scroll to the bottom of the page. You'll see the following toggle:

“Create a bespoke form to collect participant data?”

  • To create a new form:
    Leave the toggle enabled and the dropdown list blank, then click Next.

  • To use an existing form:
    Disable the toggle and select a previously created form from the dropdown.


Step 2: Form Structure

If creating a new form, you'll be taken to the Form Creation screen. The form is divided into four main sections:

1. Attendee Details

Capture the participant's personal and contact information.

2. Guardian Details

Collect information about the participant’s primary guardian.

3. Secondary Guardian Details

Provide optional fields for a secondary guardian.

4. Miscellaneous Details

Add any other information such as emergency contacts, permissions, or identifiers.

In each section, you can choose which fields are optional or required using the toggles provided.


Step 3: Add Additional Custom Fields

At the end of the form, you can create custom fields to capture any extra information not already included.

To add a custom field:

  1. Enter a unique Field Name and Display Text.

  2. Choose a Field Type (e.g. text, date, email).

  3. Toggle whether the field is required.

  4. Click Add Form Field.

  5. Once all fields are added, click Submit.


Notes

  • You must use a unique field name for each custom field.

  • Forms cannot include duplicate field identifiers.

  • All required fields must be completed by the attendee before submission.

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