You can use signups to gather all kinds of information from people. There are several ways to gather this information depending on your needs.
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 Personal 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 is specific to your event and doesn't need to be saved to profiles. You can use attendee questions, registration 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, attendee questions, forms, and add-ons.
Answers provided through attendee questions, attendee info form, and add-ons can be used to filter attendees.
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
Attendee questions are the most direct and versatile way to gather individual preferences and attendee-specific information. You can make these questions required or optional and determine whether they are asked of everyone or only those with certain selections.
Adding questions to the attendee info form allows you to collect additional information from each attendee outside of the 15-minute time limit. Similar to the attendee questions, you can make questions on the attendee info form required or optional, and questions can be hidden or shown based on the attendee's 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.