Joanne
Articles
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How to Add Inventory Control - Checkbox Questions
If you only want certain options (or answer choices) can only be selected a certain number of times, you can enable Inventory Control for certain options. Once logged in, you'll go to your Publ...
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How to change a Membership Type/Contract
Step 1 - Cancel Contract Cancel existing membership: Go to the profile and select the Membership tab. Scroll right and then click Edit (pencil) to edit the existing, active me...
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How to "Enter Amount" Questions
Note - If you DELETE a Question after people have registered, you will delete that data. Do not delete questions if people have registered and you still need access to the data. To add a NEW Qu...
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Removing a Registration from a Form
If you want to remove/reverse a registration, without submitting a refund, you can do so but please note – THIS CAN NOT BE UNDONE. Once you remove a registration, if that person should sti...
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How to "Enter Quantity" Questions
Note - If you DELETE a Question after people have registered, you will delete that data. Do not delete questions if people have registered and you still need access to the data. To add a NEW Qu...
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How to - Export all Contacts to Excel
If you want to export the data for all contacts in the system, you’ll go to Administration > Client Settings > Export Clients and select Generate Report ...
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How to Add Inventory Control - Enter Quantity Questions
If you only want certain options (or answer choices) can only be selected a certain number of times, you can enable Inventory Control for certain options. Once logged in, you'll go to your Publ...
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How to edit/customize Form Colors/Visual Settings
You can update the form colors to match your organization or logo colors as well as adjust the form width and choose your preferred font within the Form Colors/Visual Settings tool. Once a form...
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How to Create New Form (1st Time Set Up/Event)
Select to Create a New Form Select to Build a new Form using the Form Builder (Option 1) Select to Get Started ...
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How to Add/Edit Information Topics
If you want to present information to registrants on the form itself, you can add Information Topics to your form with the information you want to display. If you have a website with...