You can use signups to gather all kinds of information from people. In order to use the information you gather, choose the type of information you need and follow the steps to gather it.
Profile information is saved to a person's Planning Center profile and determines whether someone fits any age, grade, or gender requirements for selections and assignments.
You can gather profile information using selections or a form, depending on the information you need.
Collect as much personal information as possible through your selections first.
All the available options in the Profile information to collect section in each selection's settings, except for the Emergency Contact field, are connected to each attendee's profile in People. Answers in these fields will instantly update the attendee's profile information.
To view a full history of changes made to a person's profile through the selections in a signup, go to the Activity tab in their People profile.
Update other profile information not included in the selections settings by adding Profile Fields to a form and attaching the form to your signup. This can include any custom profile fields you've created in People.
Profile information gathered with signups can be used to create lists in People.
You may need information from attendees that's specific to your event and doesn't need to be saved to profiles. You can use questions, selections, forms, and add-ons to collect information like T-shirt sizes, childcare preferences, financial aid needs, chosen activities, and more.
To gather preferences for each attendee, use selections, forms, and add-ons.
Selections will be the first preference you gather from each attendee, so use them to help you organize and find attendees easily later on. Use selection names to have people choose things like:
a class or service to attend
the age group they belong to
meal preferences or a dish to bring
a specific room or table to reserve
Answers given to the attendee info form and add-ons can be used to filter attendees.
Adding questions to the attendee info form is the most direct and versatile way to gather individual preferences. It's also the only option that allows you to require answers before a registration can be confirmed, and the questions can be hidden or shown based on the selection.
People forms allow you to add conditional questions based on previous answers given, and workflow fields add attendees to different workflows based on their answers. When you need attendees to upload a file or image with their registration, use a People form.
Information gathered in a People form is saved in Planning Center but can only be seen on the form submission in People, not in the signup. You can view submissions in a form's Submissions tab or a person's People profile under the Forms tab.
External linked or PDF forms are great for gathering signatures and other information you don't need to track within the signup. No information gathered in an external form is saved in Planning Center.