09 Forms
How to Create Forms in B1.church Admin
Steps
1.Click on Settings to get started with Forms▼
2.Click on the Forms tab in the top menu▼
3.Click Add Form to create a new form▼
4.Enter a name for your form and associate it with People▼
5.Choose between People or Stand Alone from the dropdown▼
6.Click Save to create your form▼
7.Your new form appears in the list - click on it to add questions▼
8.Click Add Question to create fields▼
9.The Provider dropdown determines the input field type▼
10.Options include Textbox, Date, Email, Phone Number, Multiple Choice, and Payment▼
11.Fill in the Title and Description - check Require an answer if mandatory▼
12.Click Save, then Add Question for more fields▼
13.Go to People from the navigation menu▼
14.Click on a person to view their profile▼
15.Click on the Forms tab to access forms▼
16.Select Date of Membership from the dropdown▼
17.Click Add Form to enter data▼
18.Enter the date and click Save▼
19.Go back to People▼
20.Click the filter icon▼
21.Click Custom and check Date of Membership▼
22.Click Apply Filters▼
23.The list now shows the Date of Membership column▼
24.Create a Stand Alone form - click Add Form▼
25.Create Men's Retreat as Stand Alone with availability dates and thank you message▼
26.Stand Alone forms get a unique URL - click the form to configure it▼
27.Click Add Question▼
28.Add a Name field and check Require an answer▼
29.Add questions for Name, Email, Phone, and Payment▼
30.Click Form Members to manage administrators▼
31.Search and add people as Admin or View Only▼
32.Form Submissions shows completed registrations▼
33.To embed forms on your website, go to Website▼
34.Click Add Page▼
35.Select Blank, enter Men's Retreat, and Save▼
36.Click the plus icon to add elements▼
37.Add a Section and choose colors▼
38.Click plus and select Form▼
39.Click Select to choose the form▼
40.Select Men's Retreat and Save▼
41.Your form is now embedded and ready for registrations▼
