Forms, Resource Links, Discounts & Locations

In This lesson you will Learn About: Forms – which can gather information and be attached to an Activity. Resource Links –which provide more information about the Activity Discount Codes and Locations

Link to information about the Activity Forms and Resource Links You can create sign-up Forms and add Resource Links to provide more information about the Activity. An Activity you Create Football Game at East High Link to information about the Activity Program Sign up Here! Typically, you’ll create your Form before creating it’s Activity so you can select it in the Activity’s Forms option.

Create your Forms and Resource Links in the Settings Tab. Creating a Form Create your Forms and Resource Links in the Settings Tab. Browse to Setting>Forms and click. Existing Forms will be displayed. Click Click Add Form to create a new Form. You can Archive forms you no longer need. Edit and Preview using these Actions. Wrap up the topic *User Groups have identical rights that are all ON by default *Rights can be edited for each User Group *New User Groups can be created as needed

Forms range from basic to complex. We’ll run through the basics here. Creating a Form Forms range from basic to complex. We’ll run through the basics here. Add a Form Name and Description. This will make it easy to find in your list. Click Add Field to begin building your Form. Field Types options include: Checkbox- Allows for multiple selection. Date- Provides a Date Selector calendar. HTML- For building the body of your form. Radio- Add radio buttons w/ choices (users choose only one). Signature- For electronic signature entry. System- Displays the selected account member’s demographic data. Text- Allows free text entry of data you define. Wrap up the topic *User Groups have identical rights that are all ON by default *Rights can be edited for each User Group *New User Groups can be created as needed Click Save Field after each field you select.

You can change the Field order, edit and remove them. Creating a Form You can change the Field order, edit and remove them. You have a wide array of editing options available through the HTML field type. This is great for someone who wants to copy and paste from an existing form. Let’s go preview your Form. Wrap up the topic *User Groups have identical rights that are all ON by default *Rights can be edited for each User Group *New User Groups can be created as needed

After completing these steps, you will have created your first Form. Creating a Form From the Forms main page, use the Preview option to see how your form is looking. Wrap up the topic *User Groups have identical rights that are all ON by default *Rights can be edited for each User Group *New User Groups can be created as needed After completing these steps, you will have created your first Form.

Forms have to be created before they can be attached to an Activity. Creating a Form When attached to an Activity, the required Form fields must be completed by your parents to sign up for that Activity. Forms have to be created before they can be attached to an Activity. The data entered on Forms is exportable in Excel or .csv format. Wrap up the topic *User Groups have identical rights that are all ON by default *Rights can be edited for each User Group *New User Groups can be created as needed

Linking Resources to an Activity is optional. Browse to Setting. Linking Resources to an Activity is optional. A Resource Link is a hyperlink to documents or web pages to provide more information about an Activity. Click Resource Links. Click Add Resource to create a new Resource Link. Wrap up the topic *User Groups have identical rights that are all ON by default *Rights can be edited for each User Group *New User Groups can be created as needed You can Link To (test or preview), Edit or Delete your links.

You can provide a wealth of information with this resource. Linking Resources Enter the required information, including the URL to the document or website and Save. You can provide a wealth of information with this resource. Wrap up the topic *User Groups have identical rights that are all ON by default *Rights can be edited for each User Group *New User Groups can be created as needed Resource examples include: Zoo website for a fieldtrip. Football schedule for an athletic ticket. Terms of use for an iPad rental.

Discount Codes and Locations Discount Codes and Locations can be used with Activities (also optional features)! Discount Codes can be configured to provide purchasers of Activities a range of discounts. A Location can be created and added to an Activity (but this is usually handled in the body of your Form). Wrap up the topic *User Groups have identical rights that are all ON by default *Rights can be edited for each User Group *New User Groups can be created as needed For assistance with these features, call MyPaymentsPlus support.

Key Takeaways Wrap up the topic *User Groups have identical rights that are all ON by default *Rights can be edited for each User Group *New User Groups can be created as needed * Forms allow for the collection of information from parents when signing up for Activities. * Forms and Resource Links have to be created before they can be attached to an Activity. * You can use Forms and Resource Links as an optional feature to enhance your activities.

Thanks again for your time and effort. It’s appreciated!