In Arlo, you can capture information related to contacts and registrations in the registration and waiting forms, which is then saved against the relevant record in the platform. These fields are able to be included in many of the Arlo reports, making it easy to view the information you need.
Contact fields added to your forms are useful for capturing contact information that does not change regularly, e.g. an emergency contact number or date of birth. Alternatively, the registration fields are useful for capturing information related to a specific registration, e.g. the response to a question such as Have you completed this course before?.
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, you should read our configure lead forms help article.
If you need to add consent fields to your registration forms, please visit our GDPR consent fields help article.
Arlo has a default registration form for each registration method, as well as a default waiting list form which are all able to customised with your required contact or registration fields.
Default forms should be used for the majority of your courses where possible, so you can easily manage the forms should you need to make changes.
In addition to our default forms, you can create custom forms for specific course templates, which are used when you schedule a new course 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 course that you run.
You can also edit the registration forms for individual courses if required. This is useful if you have a requirement for bespoke information to be captured for one individual course that you are running.
We do not recommend customising registration forms at course level as any changes made to the form would need to be replicated individually for any courses using the same custom form.
The following process describes how to edit the default registration forms on your platform.
- Open the Settings menu item.
- From the Registrations section, select Registration and lead forms.
The order process includes two forms, one for the registrant (the Shopping cart step of the checkout), and one for the billing contact (the Checkout step of the checkout).
- Click Show fields on the form you wish to edit.
- Press Add fields to add new fields to the form.
Contact fields are displayed within the Contact entity and registration fields are displayed within the Registration entity.
- Choose which fields to make mandatory by ticking the checkbox in the Required column.
- If required, reorder the fields on the form by dragging them into the correct position.
- Press Save.
The following instructions outline how to update an existing course template to use a custom registration form. New courses scheduled from the course template will inherit the custom form and existing scheduled courses using the template's form will also be updated.
- Open the Templates menu item.
- Find and select the template you would like to edit.
- From the toolbar, press Edit.
- Select the Registrations tab.
- From the Website Registration form section, for the Default registration form, click Edit.
- Select Custom from the drop-down menu.
- Press Add fields to add new fields to the form.
Contact fields are displayed within the Contact entity and registration fields are displayed within the Registration entity.
- Choose which fields to make mandatory by ticking the checkbox in the Required column.
- If required, reorder the fields on the form by dragging them into the correct position.
- Edit the field names displayed on the registration form for that template by clicking Edit labels.
- Press Save or Save and close.
Customising a registration form at course level is useful if you have a requirement for bespoke information to be captured for one individual course that you are running.
We do not recommend customising registration forms at course level as any changes made to the form would need to be replicated individually for any courses using the same custom form.
- Open the Courses menu item.
- Find and select the course you would like to edit.
- From the toolbar, press Edit.
- Select the Registrations tab.
- From the Website Registration form section, for the Default registration form, click Edit.
- Select Custom from the drop-down menu.
- Press Add fields to add new fields to the form.
Contact fields are displayed within the Contact entity and registration fields are displayed within the Registration entity.
- Once added, choose which fields to make mandatory by ticking the checkbox in the Required column.
- If required, reorder the fields on the form by dragging them into the correct position.
- Edit the field names displayed on the registration form for that course by clicking Edit labels.
- Press Save or Save and close.