Course intake forms

This article will detail how to setup course intake forms (course signup forms)  for a course, which allows you to capture any extra required information from attendees before their course booking is confirmed.

The general workflow is as follows:

• Select the course to book the client into

• The course signup form will be presented

• Course booking is confirmed

This article also outlines how this course signup form appears as attendees are added to the course from both an admin, and client perspective.

Creating a course intake 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 Intake Forms to create a NEW form. Otherwise choose an existing form from the drop down menu.
   
   
   
   

4. Click Add intake form
   
   
   
   

5. Enter in a Form Name and Description

6. Click Save (this will trigger the next step to appear)

7. Click Edit Form link
   
   
   
   

8. Create your course signup form by dragging and dropping fields onto the central panel to add them

   1. Enter field details on the right

   2. Drag fields off the form to remove them

9. Click Save
   
   
   

10. Go back to the course (steps 1 and 2), scroll down to Course Intake Form and select the course signup form that you just created from the dropdown list

11. Click Save

Adding attendees with a course signup form as an admin

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 on the Manage course attendee page

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

Adding attendees with a course signup form as a client

This section will outline how the course signup form appears when a client books in for a course.

Note: Client can either log in first, or navigate to the course they book into and log in later.

• This flow assume the client logs in first.

• If they don’t, it will ask them to log in after they have completed the course signup form.

Steps

1. Client logs in and click on Courses menu item and select the course to book into
   
   
   
   

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

3. After the course signup form has been completed, they will be prompted for payment

   1. If the client hasn’t logged in, they will be prompted to log in first, and then prompted for payment
      
      
      
      
      

4. Course booking confirmation appears