Joanne
Articles
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Form Menu - Features Overview
To access the Form Menu -- From the Main Menu, first you'll go to your Published Forms Select the Form Menu for the Form Menu of the form you want to access. ...
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Registering for an Event in EZSignUp
In this article, we are going to review the process for registering for an Event through EZSignUp Once the form has been completed and published, the EZFacility administrator can selec...
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How to Send Email Campaigns to your Client's/Member and Non-Member database
First, we will start off my selecting "Administration" followed by "Email Campaign" then lastly selecting "Send Email Campaign" Second, you can select to send t...
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How to COPY an Existing Form
If you host an annual event or if you are hosting an event that is the same type/format as a new event, you can copy an existing form instead of creating a new form. If the event is DI...
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How to Add/Edit Text Box 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 Refund a Client for an Event
In this article, we will review how to fully refund a client for an event. First, you will want to go to the Client list and find the client you'd like to refund. Once in the client pr...
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How to Add Inventory Control - Multiple Choice 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 use Coupons/Promotional Codes
Coupon/Promotional Codes are form specific. You can set up general codes or codes that can only be applied only if a certain choice is selected on the form. To set up a Coupon/Promotiona...
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How to Add/Edit Checkbox Questions
How to Add/Edit Checkbox 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 ...
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How to Export Registration Information to Excel
To export the form data to excel as needed, you can use the Download Registrations tool. You can run a standard download or create a custom download where you pick and choose what you want...