Add Attendee Forms

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You can use forms to gather additional information for individual attendees or collect other types of information that need to be shared outside of the registration, like a medical release form.

There are four types of forms you can add to the signup.

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  • Attendee Information Form This form is built into the registration process in Church Center and gives you the option to require specific questions to be completed before the registration is confirmed for the attendees.

  • People Form Create a form in Planning Center People that will keep profile information up-to-date and can be viewed in People.

  • PDF Form Attach PDF Forms that need to be printed and filled out by the attendee. If you want to format the form a certain way or you need a signature, a PDF Form is a great option.

  • External Form An external form is a form you've created in another program and can be attached by a link.

Attendees can access their forms in three places.

Important

Help parents fill out their children's forms correctly by adding clear instructions for them in a custom confirmation email.

Create a New Form

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  1. The Attendee Information Form is built in to all detailed signups. Click to open it and add questions.

  2. To add another type of form to your signup, click the New Form button and select the type you want from the dropdown then finish filling out the information.

Attendee Information Form

You may need more than just personal information on attendees or the registration contact, and you can gather that information by asking questions. Answers will be saved to the attendee's registration form.

Notice

Questions in the Attendee Information Form will not update profile information in the database or be accessible from the Forms tab on profiles in People. To update profile information, including custom fields, use a People Form with profile fields.

Build your form by adding questions specific to selections and keep them organized with section headings. Each attendee will only see questions for their specific selection or all selections.

Caution

The Attendee Information Form cannot be deleted and you cannot create more than one. Edits must be made to each question individually.

Add a Question

Set up the question as you want it to show when someone's registering.

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Set up the question as you want it to show when someone's registering.

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  1. Enter the question in the way you want it to be shown on the event page, and then enter options, if applicable.

  2. Choose the type of answer you want to receive.

  3. Show how you want this question to be shown on Church Center.

    If the Required box is checked, an attendee cannot complete the registration until it's answered.

Click Save to add the question to your event and view a list of all other questions.

Add a Section Heading

Use a section to split up your questions. Click New Section, and then enter the name and description.

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Drag the section above the questions it applies to.

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Add more questions or section headers or click a question/section to edit or delete it.

Mark PDF and External Forms as Complete

Unlike the Attendee Information Form and People Forms that are automatically marked as complete in a registration, downloadable PDF forms and external forms need to be manually marked when they're turned in.

From a person's registration details, check the box next to the form to mark it as complete.

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Send a form due reminder email to an individual or all attendees who haven't completed or turned in their form. The email will have a link to the form they need to complete.

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