Building/Editing Your Form Structure

The Personal Information section cannot be modified and is therefore locked. This information pertains to the registrant themselves.

Sections

You can start adding in sections to your form. Hit New Section at the bottom of the page OR click the green plus sign on the left hand side of the page.

Enter your section title and hit create.

Once your sections have been created, they will appear on the left hand side of the page.

From here, you can always Edit or Delete existing sections by clicking on the settings symbol beside each section. You can also drag and drop these in any order you like.

Controls/Questions

Now that you have your section(s) created, you can begin to add your questions. Make sure that you have clicked on the section that you are wanting to work on from above and then click the green plus sign beside Controls.

Select your Control TYPE:

Options are:

Text Message (Paragraph) - Create waivers or write information to read within the form. Up to 1000 characters.

Text Input- Any answer that needs a number or text input. Use the Tooltip to show any special instructions for that field.

Go to the Constraints tab to make this a required field or specify if you want to allow letters or numbers.

Drop Down - Pick from a list of pre-selected answers. Click the green plus sign to add your answers.

Can also be used for Add-on Products. Click on Products and check off This is a Product.

You can allow discount products by selecting that checkbox.

Date Picker - Pick a specific date. Use the Constraints tab to select further options.

Radio - Pick an answer from multiple options. Can also be a product to add a monetary question.

Below is a great example of how to use this option as a Product combined with a Text Message.

Checkbox - A checkbox can be combined with a text message question to create a full waiver form. Can also be used as a product.

File Download/File Upload - Any documents that need to be downloaded or uploaded. The Download function allows YOU to upload a document that you want the registrant to be able to download from the form.

The Upload function allows the registrant to be able to upload a document themselves. This may be a file that you need to collect from them.

Signature - Wet signature capability for people to sign the form.

To edit your controls at anytime, select the symbol beside it. Save Changes when you are done.

Customizing Using the Grid

By clicking show Grid in the top right corner, you can customize where your controls will appear on the page.

You can move around any controls EXCEPT for the Personal Information section. Simply drag and drop on the page. You can create more rows in your section by moving fields down further.

To extend or shorten the length of a control, use the blue circles to drag it in or out.

Save Changes when done.

Your form will always show you when the form was last updated.