Online Registration Form Get Started

• Under Internal form name, enter a unique and descriptive name that will help you identify it later. Consider using a name that identifies the purpose of the form, such as "Volunteer form."

• Under Process payments with, choose the payment configuration for processing the registration fees and any additional gifts. You must add a payment configuration to the form if your event does not contain a fee of $0 (such as on a free events) or if you're allowing additional donations. For information, see Get Started with Payment Processing.

Note: Only payment configurations set to US dollars will display in the list.

Note: A payment configuration is how your organization's merchant account is set up. Some organizations may have only one configuration for one merchant account, but others may have multiple configurations.

• Select Allow individual guests to be unknown, to let registrants sign up additional guests without providing the guests' contact information. This allows party hosts to complete their registrations even if they don't yet have all the information about their guests. After a registration processes, unknown guests appear on the host's registrant record under Party information as Guest of (host).

  • To allow registrants to mark all guests as unknown at once, select Allow all guests to be unknown. This adds a checkbox on the form for registrants to select if they want to skip adding contact information for all their guests. They can then skip to the billing section of the form to enter their billing contact information.

• Select Apply a constituent code to registrants to apply a default constituent code to all new constituents created through the registration, then select a constituent code. For more information, see Constituent Codes.

• Select Allow organizations to register to include an option for organization registrants. The form creates participant records for the organizations, which list the organizations as hosts, and the registrants as guests. The registration fees and any additional donations are associated with the organization participant records.

  Note: The form searches for matches on organization names, and either updates their existing constituent records or creates new constituent records for them.
  

  • To associate a participation level with organizations, select Apply participant level to organization hosts, and then select a level.

• Select Allow registrants to decline RSVP to allow registrants to decline attendance from the online registration form.

  Note: Registrants who decline RSVP on the event registration form appear as Declined in the list of participants on the Event record to help you remove them from future event updates. For more information, see Participants.

  Tip: If you enable Allow donations, registrants can still opt to donate even when they decline attendance.

• Select Allow donations to let registrants donate a gift of any amount as they complete their registration. Select an Appeal, Package, Campaign, and Fund that the additional donation will be applied to.

  Note: For free events, registrants can still make a donation from the registration form. To fully process donations, you must select a Fund under Get Started and your form must include billing detail fields in the Complete Payment section.

  Note: Gift records are created for every additional donation that is given through an online registration form, but the amount will not apply to the event's goal.

Tip: You can now use fee limits to set capacity limits for your event. For more information, see Fees.

• Select Close registrations on a specific date to prevent users from registering through the form when a certain date has passed. Enter the date and time that you want to close the registration.

  • Enter a descriptive message that will display on your website in place of the registration form when the close date passes.

  Note: If you change the close date or time while someone is actively registering, they can still complete their registration.