To start, the Event Registration form process uses a Wizard, which will help you piece together the beginning of the form in a few easy steps.

Begin by navigating to Forms > Create Form. Select Event Registration.

 

Step 1 of the Wizard is to give the form a name. Typically I include the event name and year, to avoid confusing this form with existing forms with the same name (ex. Conference Registration). Click Next Page.

In Step 2, choose how the form will work with the Event Calendar. You have three options here:

A. Create the form using an existing event on the calendar. This option works best f you’ve already spent time creating an event on your MemberClicks Event Calendar, and want the event details from that event to pull into the form you’re building.

B. Create the form and add a new event to the calendar. This option is useful if you’re creating the form first, and plan to add a new event to the calendar right afterward. The items you put in the event details area of the form will populate the event details area on your event calendar.

C. Create the form without adding an event to the calendar. If you aren’t using the MemberClicks Event Calendar, or if you’re comfortable building out the calendar and form separately, this is the option for you.

In today’s example, I chose option C. Click Next Page.

In Step 3, you’ll choose whether the form you’re creating will allow a Single user to register (the ability for that person to add guest registrants will come later), or whether the set up will allow Parent profiles to register their linked Children. Note: To use a Parent-Child event registration form, your database must be structured with a linked parent-child group. Otherwise, select Single user. Click Next Page.

In Step 4, you can use the form Wizard to set up pricing options for the form. Again, there are three choices:

A. One price per form. This works best if the form is straightforward and has only one pricing option (ex. Full Registration Fee).

B. Multiple price options per form. This is ideal if the form includes the ability to register for multiple breakout sessions, separate meal fees, etc.

C. Create no price options now. Typically I make this selection if pricing for this particular event is a bit more complicated, and requires more attention.

In today’s example, I chose option A. Click Next Page.

In Step 5, select the attributes that you want to appear on your form. For an event registration form, I start by unchecking the "Select all attributes" box at the top of the list, and hand selecting a few attributes I feel apply specifically to the form I’m building. Keep in mind that the list displays every attribute in your database, so many won’t be applicable for an event registration. Click Save.

Based on the selections made in Steps 1-5 of the Wizard, the event registration form you just created will appear.

Start by giving your form a title at the top of the page - this is the first thing users will see upon entering the form. Do this by clicking on Fields on the right hand side of the page > Dragging and dropping a Label type field onto the form.

Once the Label field has been added, click on it once and update Properties, also on the right hand side, to reflect the title you want to display. Note: Label fields accept HTML styling. If you know HTML, feel free to add it here, then save. If you don’t know HTML, click here to learn how to use the WYSIWYG editor on the Login Options page to style text.

With the title in place, begin re-ordering the attributes you included on the form via the Wizard. Take this time to re-name any attributes you like, or make certain fields required. To make a field required, select the field > check the "This field is required" box under Properties > Save. Once a field has been set to required, users won’t have the option to submit through the form without filling those selections in.

With Permissions configured and Saved, move on to Login Options. These settings are VERY important on all form types, but apply specifically to Event Registrations because this is what ties form receipts to member profiles, and controls group-based pricing. Note: Even IF you want members of the public to have access to your event registration form, login should still be required.

For login settings, I almost always recommend choosing Option 1 - you can then scroll to the bottom of the page and select either "Display the Existing Users Section"(for a form that’s members only), or select that option AND "Display the New Users Section" (for a form that’s available to new users too).

The Login Options page also gives you the ability to limit submissions to one per person - this is useful if you’re afraid that users may forget that they’ve registered, and inadvertently submit twice. It can also safeguard against one person using their profile to submit forms on behalf of multiple members.

Finally, enter Login Page welcome text (optional), then Save.

If you need additional insight for the rest of your Form's set-up, check out our Form Management Overview!