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How to Create a Buddy Day Form

STEP 1: Click ‘Create new form’.

STEP 2: We have a Buddy Day Template that you can start from and customize to your needs. Choose 'Use a Pre-Built Form' and you can first preview it or just hit 'Copy form'.

 

 

STEP 3: Enter your Business Name, Form Title, and choose the Registration Type.

 

STEP 4: Enter event date/time if applicable.

 

STEP 5: Enter your description for the Buddy Day. Include any pertinent information you want registrants to know when signing up such as pricing(if applicable), any other necessary information. You can upload a logo or click on the ‘Customize’ button on the left-hand side to change font, size, and color, add images, etc. We do have a pre-loaded image you may use or change to your own image.

STEP 6: Enter Contact Information for whomever registrants should contact if they have any questions. Enter the Venue Address of where the Buddy Day is being held.

STEP 7: Click Save & Next to continue onto setting up the Fields.

 

 

STEP 8: Add any Registrant Fields you see fit. First Name, Last Name, and Email are required fields but may be renamed for further clarification. The Buddy Days Template is set up with Address and phone fields, but you may add or remove any fields. You may want to add fields such as Buddy's Name, allergies, or emergency contact information.

STEP 9: Once you have all necessary fields, hit Save & Next to move onto Pricing Setup.

 

 

STEP 10: Enter your Registrant Price. If it is a free event, make the price $0.00.

STEP 11: Add any quantity discounts, promo codes, or surcharges. Choose Acceptable Payment Types and hit ‘Save & Next’.

STEP 14: Adjust anything else you want under ‘Marketing’ and ‘Advanced’ to complete the form.

 

 

 

 

 

 

 

 

 

 

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