Creating Forms: Application and Booking Forms

Forms allow you to gather information from a potential event attendee during the booking process. They are an optional function.

The difference between booking and application forms:

• Booking form
  • Information is captured during the booking process
  • Completing the booking does not require the organiser's approval
• Application form
  • Information is captured during the application submission to the organiser
  • The organiser approves or rejects an applicant based on the information provided

Both forms are fully customisable with question types including:

• Short Answer
• Paragraph
• Email
• File Upload
• Rating
• Multi-Choice

These articles show you how to link your forms to your tickets and sessions

• Tickets
• Sessions

This article shows you how to view all the information gathered: Seeing the Results of Forms

This article shows you how to create templates.

Video explaining Forms on Medtribe

How can I create a form?

Let's go through how we can create a form. The process is the same for an application or booking form.

Step 1: Navigate to the chosen event from the "Educator" tab

• Click "Manage Event"

Step 2: Navigate to the "Forms" tab

• Choose which type of form you want to create

Step 3: Create a new form or use a template

• The template can be customised for this event.
  • Editing the template will not change the template in other locations.

Step 4: Give the form a name

• The name is not visible to the attendees
• This is so the form can be identified when setting up tickets and sessions in other sections

Step 5: Add sections

• Sections help you communicate to the person completing the form
• They are optional

Step 6: Add questions

• Add as many questions as you need
• Select the question type
• Add the question
• Add a question description (optional)

Step 7: Check the box to make a question Mandatory

Step 8: Re-order questions and sections

• Clicking and dragging the 8 dots on the left of the question will allow you to re-order the questions and sections

Step 9: Save the form

• You can make the form available for other events by saving it as a template.

Step 10: Preview, Edit, Duplicate, Delete or view the responses associated with your form by clicking the 3 verticle dots on the right side

Step 11: Editing the form

• If the form has not been used by an attendee to submit information, you will always be able to edit the form
• If it has been used then the form can no longer be edited
  • In this situation, duplicate the form and edit it.
  • Make sure you then replace the old form with the new one in the ticket/sessions tabs.

Conclusion

Forms are designed to make gathering information simple.

Applications have the bonus of giving you the final say over who attends your event.