Registration forms enable volunteers to establish an account in your Rosterfy database. They gather essential information and provide users with the opportunity to create a password for accessing the Volunteer Portal.
IN THIS ARTICLE:
Overview
Registration forms are the first experience your users have with their Volunteer Portal.
The main purpose of the registration form is for new users to create an account within your database, collect basic details and set up a password to access the portal.
You can create multiple registration forms, if you have the need to request different information from different users.
Creating a Registration Form
To create a registration form, follow the below steps. You can also see additional information on forms in the Customising Forms article.
- In the Admin Console, navigate to Forms > List.
- Locate the User Registration form and click More Actions > Update. Alternatively, if you wish to create an additional Registration form, click Create and select User Registration from the list.
- All default fields will already be added to the form, you can add additional fields, by dragging and dropping from the list, or using the arrows on the Available Fields on the left.
- Once the form is displaying how you like, press Save.
Note: To learn more about adding fields or rearranging the fields displayed, or any other options you have with the form, please check out the Customising Forms article.
To Preview or Copy the form, click the Actions button.
Advanced Configuration of Fields
For extra configuration options against each field, click the 3 dots against the field.,
then select Configure.
Check out Configuring Fields on Forms for more information on the options here.
Form Settings & Content
There are a number of settings you can customise for your registration form, for more information, check out the Form Settings article.