Create and edit registration forms – Online Support | Arlo Training & Event Software

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Overview
Configure registration forms

Overview

The forms which your customers complete when registering for events or courses are fully customisable.

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

Contacts

Allow you to add additional information and store it directly against a Contact's record. Useful for additional contact information that does not change regularly e.g. Emergency Contact Number.

Registrations

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

Before configuring your website registration forms, learn how to add, edit and remove fields on your platform. Note: This feature is only available on the Arlo Professional and Enterprise service plans.

The following instructions describe how to add, remove, and reorder fields within the form and also set which of these must be completed by the registrant ('Required'). They also describe the process to set up and add custom fields which can then be included in your registration forms.

Default and custom settings explained

Arlo includes a default set of fields for each registration method (Order process and quick registration) that will be used when creating a new event. You can edit these default settings.

You can also create default settings for a specific event template which will then be used when you schedule a new event using the given template.

Finally, you can also edit the settings for individual events.

For example, if you update the settings on an event template, then any events associated with the template using the template settings will be updated.

You can save multiple variations of forms using Presets (which can then be quickly applied to any event you set up), if you have a need for a number of separate custom forms.

Important: If you edit the label or details of a field, and you do not see the updates to the field on the website, try removing and re-adding the field to the form.

Edit platform default settings (Order process)

The following process describes how to edit the platform default fields displayed for events which use the 'Order Process' as the registration method.

From the main menu select Settings.
Click Registration and lead forms.
The order process includes two separate forms to capture information at the point of registration.
The 2 forms on the Order process capture:
- the registrant(s) details, and
- the order contact's details (person who is placing the order).
Click Show fields to reveal the fields currently on the default form.
Select the fields to be displayed in the form to capture details of each registrant.
- Contact fields are displayed with the 'Contact' entity.
- Registration fields are displayed with the 'Registration' entity.
Once added, choose which fields to make mandatory by ticking the checkbox in the Required column. Note: Fields can be ordered by clicking and dragging them into the correct position on the form.

Example: Screenshot for 'Order Process' registration form

Repeat this process for the Order Contact form.
Add, remove, and re-order fields on the form. Note: Fields can be ordered by clicking and dragging them into the correct position on the form.
Press Save.

Example: Screenshot for 'Order Contact' form

Edit platform default settings (Quick registration)

The following process describes how to edit the platform default fields displayed for events which use the Quick Registration process as the registration method.

From the main menu select Settings.
Click Registration and lead forms.
Select the fields to be displayed in the form for the Quick Registration process.
- Contact fields are displayed with the 'Contact' entity.
- Registration fields are displayed with the 'Registration' entity.
Once added, choose which fields to make mandatory by ticking the checkbox in the Required column. Note: Fields can be ordered by clicking and dragging them into the correct position on the form.
Press Save.

Example: Screenshot for 'Quick Registration' form

Edit platform default settings (Waiting list)

The following process describes how to edit the form that registrants complete to join the waiting list (when an event is full).

Note: There is only a default form for all waiting lists, and cannot be changed per event. If a space becomes available, they will be asked to complete the normal registration form for the event, so you can make the waiting list form simple and generic to all events.

From the main menu select Settings.
Click Registration and lead forms.
Select the contact fields to be displayed in the Join waiting list form.
Add, remove, and re-order fields on the form. Note: Fields can be ordered by clicking and dragging them into the correct position on the form.
Press Save.

Example: Screenshot for 'Quick Registration' form

Edit individual event template settings to use a custom form

Any scheduled events using the template's form will also be updated.

From the main menu select Events.
Select the Template tab.
Select the Template you would like to edit by clicking the item in the list.
Press Edit.
Select the Registrations tab from the vertical menu.
Click Edit in the Website Registration form section.
Select Custom from the Dropdown menu.
Press Add Fields to bring up the Fields menu.
Select the fields you would like to add by ticking the relevant checkboxes, and press Add fields.
- Contact fields are displayed with the 'Contact' entity.
- Registration fields are displayed with the 'Registration' entity.
Once added, choose which fields to make mandatory by ticking the checkbox in the Required column. Note: Fields can be ordered by clicking and dragging them into the correct position on the form.
You can edit the labels displayed on the website registration forms by pressing Edit labels.
Press Save.

Edit individual event settings to use a custom form

From the main menu select Events.
Select the event from the Scheduled tab.
Select the Event you would like to edit by clicking the item in the list.
Press Edit.
Select the Registrations tab from the vertical menu.
Click Edit in the Website Registration form section.
Select Custom from the dropdown menu.
Press Add Fields to bring up the Fields menu.
Select the fields you would like to add by ticking the relevant checkboxes, and press Add fields.
- Contact fields are displayed with the 'Contact' entity.
- Registration fields are displayed with the 'Registration' entity.
Once added, choose which fields to make mandatory by ticking the checkbox in the Required column. Note: Fields can be ordered by clicking and dragging them into the correct position on the form.
You can edit the labels displayed on the website registration forms by pressing Edit labels.
Press Save.

Event template default settings (new template)

From the main menu select Events.
Press New Event.
At the Type step, select New Template.
Complete the General, Website, and Schedule steps.
At the Registrations step:
Click Edit in the Website Registration form section.
Select Custom from the drop-down menu.
Press Add Fields to bring up the Fields menu.
Select the fields you would like to add by ticking the relevant checkboxes, and press Add fields.
Once added, choose which fields to make mandatory by ticking the checkbox in the Required column. Note: Fields can be ordered by clicking and dragging them into the correct position on the form.
Finally, you can edit the labels displayed on the website registration forms by pressing Edit labels.
Press Save. New events created using this template will inherit the custom form.

Make a field required/mandatory

To make a registration field mandatory so that the registrant must fill in the field to proceed with their registration:

Follow one of the instructions above to access the registration field(s) you want to make mandatory (i.e. do you want this field to be mandatory at the platform default level or just at the event level?)
In the 'Required' column, tick the checkbox next to the name of the field you want to be mandatory.
Press Save.

Note: If you are finding that some of your registration forms still have fields not required, you need to ensure that your templates and events that are not using the platform default registration forms are changed as well. See the beginning section of this article for details on this.

Registrations