Creating your Attendee Sign-up Form

Note: In order to access the Attendee Sign-up Form, the main administrator within your organisation will need to contact Upshot to arrange for this free function to be made available on your account.

When the Attendee sign-up forms function has been made available, it will sit under Admin > Attendee sign-up forms.

From the Attendee sign-up forms page, click on Create a new form within the Tools section. You can also choose to copy an existing form.

Organisations may choose to have one Attendee sign-up form or multiple different forms that could be used to tailor your forms to specific audiences such as 'Children / Adult Forms' , 'Referral Forms' , 'Volunteers' or 'Project Specific Forms.'

Once you have clicked Create a new form the screenshot below outlines the interface that you will see.

Give the Attendee sign-up form a Title. If you would like the title displayed on the form tick ‘Display title on form?’

From the Available form fields section on the right hand-side of your screen, use the + button on the relevant field bars to add them into the main body of the form. You can also drag and drop the fields if you wish. Five fields will be required in all circumstances: First name, Gender, Age, Email address and Attendee Privacy. These are marked with a red asterisk *.

Note: Contact relationship fields must be set as, at least, Displayed but not Required via your Data Display Options.

Without this option selected under 16’s will not be able to complete the registration form. This ensures that if individuals indicate they are under 16 they will be presented with the following Contact details section below:

This field works in this way to enable organisations using the form, as the 'Data Controllers', to be GDPR compliant for any under 16's being registered.

For any further fields you wish to make mandatory on the form, tick the Required? box.

If there are any fields you wish to complete internally as an organisation, simply leave them off the registration form. These can be filled out at a later stage before the profile is added to the system.

The external Attendee sign-up form offers two options to improve the registration form layout, Section Title and Information Panel. Section title can be used to divide up different sections of the registration form e.g. you could have Attendee Basic details as one title and then Demographic details as another.

Creating your Attendee Sign-up Form

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