Create and edit registration and waiting list forms

The following article outlines how to add, remove, and reorder fields within your registration and waiting list forms.

Notes:

• Before configuring your forms, learn how to add, edit and remove fields on your platform to ensure you have all the fields available that you need.
• If you are wanting to edit your lead forms see configure lead forms instead.
• If you need to add consent fields to your registration forms, see GDPR consent fields instead.

In this article:

• Registration forms overview
• Storing registration form data
• Default and custom forms explained
• Configure registration forms
  
  • Customise the default registration and waiting list forms
  • Create a custom registration form for an event template
  • Apply a custom registration form to an individual event

Registration forms overview

Storing registration form information collected

You can capture data against the following entities using registration forms. 

• Contacts
• Allows you to capture and store information directly against a contact's record.
• Useful for additional contact information that does not change regularly e.g. 'Emergency contact number'.

• Registrations
• Allows you to capture and store information directly against a single registration.
• Useful for data that regularly changes based on the contact's registration e.g. 'Have you completed this course before?'

Default and custom registration forms explained

Default forms

Arlo has a registration form for each registration method (order process and quick registration) as well as a default waiting list form.

You can edit default forms. Default forms should be used for the majority of your events where possible, so you can easily manage the forms in one place (the default settings) should you need to make changes. 

Custom forms

Note: Waiting lists do not support custom forms.

You can create custom forms for specific specific event templates, which are used when you schedule a new event using the given template. This is useful if you have a requirement for bespoke information to be captured during the registration process, but only for a certain type of event that you run.

You can also edit the registration forms for individual events if required. This is useful if you have a requirement for bespoke information to be captured for one individual event that you are running.

If you need to save multiple variations of custom forms, use presets (which can then be quickly applied to any event you set up).

Edit default registration and waiting list forms

The following process describes how to edit the default registration forms on your platform.