How to Customise Event Registration Form

The information you collect from attendees depends on many factors. Apparently, “one size fits all” approach doesn’t work here. In Workshop Butler, you can configure what data to ask from participants when they are registering for your workshops.

To do that, you need to update a registration form configuration. The registration form configuration defines 

  • the set of sections and fields visible to participants on the event registration form; 
  • the types of events (paid or free) the configuration is applied to.

Working with Form Configurations

Follow the steps below to change a registration form configuration:

1
Open Account Settings and click  Registration Form in the left-side menu.
2

By default, two form configurations are available for paid and free events. They were added when your account was created. 

These form configurations include these fields:

The configuration for free events:

  • First name (required)
  • Last name (required)
  • Email (required)
  • Comment

 The configuration for paid events:

  • Ticket
  • Promo code
  • First name (required)
  • Last name (required)
  • Email (required)
  • Billing address fields (Street 1, Country, etc)
  • Comment
3

You can either edit the existing configurations or delete them and add new ones. Remember: you cannot add more than two form configurations. 

4

No matter what you choose - adding a new one or editing an existing one - you would need to learn about form configuration. Read the  Managing Form Configuraiton section below for that.

5

When you are okay with the change, click Save changes button at the bottom of the page. Your future and running events will get a new registration form.

Important: registration forms for past events won't be affected

Managing Form Configurations

Rules

First of all, you need to define the rules by which Workshop Butler selects events for this registration form configuration. Right now, only one rule is available - Paid/Free Status. It allows you to use a different set of fields for free and paid events. It works this way:

  1. Workshop Butler gets an event and checks if it's free or paid. Let's say it is paid. 
  2. WSB checks the configurations in this order:
    1. Configuration for paid events
    2. Configuration for all events
  3. If WSB finds the configuration, it uses it to create an event registration form.
  4. It WSB doesn't find any valid configuration, it uses a default configuration for paid events (for the set of fields, see paragraph 2 from Working with Form Configurations section)   

Sections

1

Each form consists of several sections, and each section contains several fields. You can change the order of the sections by clicking and pulling the left-top corner of any section.

Two sections, Instructions and Footer, are not sortable. You won't be able to move them. Instructions include some advice for visitors on how to fill in the form, like Add your food preferences to the comment. Instructions are always at the top of the form. Section Footer is always at the bottom of the form. 

2

You can delete any section by clicking Trash icon in the top right corner of each section. Don't worry. You can always add a removed section later if you delete it by mistake.

3

You can add a new section by going to the bottom of the page and clicking Add Section button. At this point, you can add only a predefined set of sections. If you do not see Add Section button, it means that you added all available sections to your form.

Fields

1

While working with form fields, you can select between predefined system fields and custom fields you added before. Excluding a couple of exceptions, you can add/remove/move any field to any section.

Noticeable exceptions are:

  • Fields First name, Last name and Email are always required and cannot be removed from the form.
  • Field Ticket is always optional and cannot be removed from Ticket section. Do not worry about the optionality of Ticket field. When an event has paid tickets, a visitor won't be able to register without selecting a ticket first.
  • Field Promo code can be added only to Ticket section, and it cannot be required.
  • No any other field besides Promo code can be added to Ticket section.
2

You can add a new field by clicking Add field button and selecting a field of your choice.

3

You can delete a field (if it's removable) by hovering a mouse over it and clicking Trash icon on the right. 

4

You can move a field by clicking Move icon and pulling the field up and down. It's possible to move fields from section to section.

5

For important information, toggle Required. Your attendees won't be able to register without filling-in required field first.