Course signup forms

This article will detail how to setup course signup forms for a course, which allows you to capture any extra required information from attendees as they book in.

It then also outlines how this course signup form appears as attendees are added to the course which has an associated signup form.

Creating a course signup form

This signup form can be done as you are creating a course as outlined in the Adding a course article, or added afterwards once you have created the course. The following steps will outline the latter option.

Steps

1. Navigate to Setup > Bookings > Services

2. Select the course you want to add a signup form to

3. Click Manage Course Signup Forms

4. Click Add course signup form

5. Enter in a Form Name and Description
6. Click Save (this will trigger the next step to appear)
7. Click Edit Form

8. Create your course signup form by dragging and dropping fields onto the central panel to add them
a. Enter field details on the right
b. Drag fields off the form to remove them
9. Click Save

10. Click Exit Form Editor
11. Go back to the course (steps 1 and 2), scroll down to Course Signup Form and select the course signup form that you just created from the dropdown list
12. Click Save

Adding attendees with a course signup form

This section will outline how the course signup form appears when attendees are added. First follow the steps in as outlined in the Managing course attendees article, and the following steps follow on before a client finalises their attendance for a course.

Steps

1. After a client has been selected to be added as an attendee for a specific course.

2. The course signup form associated with the course will appear. Enter all the required data and click Finish

3. The course signup form now appears on the course booking for the attendee that was added under the Form tab