Set up registration in legacy Forms Manager

Misty Flowers

January 03, 2019 17:26

This article explains how to set up event registration in legacy Forms Manager, including adding Registration Elements to a form and configuring seating types or RSVP settings on the Registration tab.

💡Quick answers

Setting up registration on a legacy Forms Manager form? Steps: add up to 10 Registration Elements to a form from the Element Library, save and publish the form, configure event details on the Registration tab, and then add the published form to a page on your site.
What activates the Registration features on a form? Adding any element from the Registration Elements list automatically designates the form as a registration form.
Do I need to publish the form before configuring registration settings? Yes; you must publish the form before moving on to the Registration tab, though it won't appear on your website until added to a page or banner.
What are seating types used for in registration forms? Seating types distinguish between individual event attendees and let a single form offer options like a waitlist when an event is full.
Can I set up a form for a fixed guest list instead of open registration? Yes; RSVP settings let you configure the form for a designated list of guests rather than open public registration.

This article refers to our legacy product, Forms Manager. For the best Finalsite experience, we recommend using our newest product, Forms, which is already available to you in your modules list. To learn more, please review "Which forms module do I have: New Forms or Legacy Forms Manager?"

You can add special "Registration Elements" to a form to activate its Registration features. You'll then configure the types of seat(s) you want to offer and basic event details. The form is published just like any other form on your site.

Step 1: Create a registration form

Start by opening up a new or saved form. From the Element Library dropdown menu on the right, select "Registration Elements." Add up to 10 of these registration elements as you would regular elements on a form. Adding an element from the Registration Elements list will automatically designate this as a “registration” form.

Save the form, publish it, and then preview it to see how it will appear to site users. See Registration Elements for more information.

Note: You must publish the form before moving onto the next step. Don’t worry, the form will not appear on your website until you add it to a site page, site banner, or other publicly visible site element.

Step 2: Configure the Registration tab

After adding Registration Elements to a form, you'll then have to configure the event settings. This is done in the "Registration" tab.

The Registration Summary screen shows you a quick overview of current registrations for this event. Use the buttons on the left side to adjust the settings and view additional information.

Seating types are a way to distinguish between individual event attendees, and let you use a single form to give event participants additional options when registering (such as signing up for a waitlist if an event is full). See Using seating types for more details.

RSVP settings allow you to configure your form for a designated list of guests, rather than open registration. See Manage RSVPs for more information.

Step 3: Publish the form

Once you are finished setting up your form, you can add it to your site so that users can register for your event. See Add a form to a page on your site for more details.

💡Quick answers

Step 1: Create a registration form

Step 2: Configure the Registration tab

Step 3: Publish the form

Comments