Checkout Settings


 

Create Forms

Overview

Checkout Settings refers to the features you want to include during the customer purchasing experience with your organization. Here, you will find settings for Prompts, Forms, Waivers, and Receipt Templates.

This article will show you how to create a Form.

Instructions

  1. Navigate to Configuration > Checkout Settings > Forms
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  2. Select Create Form
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  3. Fill out form fields
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    • Name: Name of form
    • Description: Enter a brief description
    • File: Attach a file to the form
  4. Select appropriate facilities
    facilities.png
  5. Select appropriate sessions
    sessions.png
  6. Select Save New Form
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  • Avatar
    Jodi Gooch

    I keep trying to add a form, but it brings up a page that says "not found" from the link for the form. Is there a format that needs to be used for the form or is there some other thing I am missing?

  • Avatar
    Becca Drake

    Hi Jodi,

    I don't think you should be getting that error. Please contact our support team by chat or email (civicrec@civicplus.help).

    Thank you for using our Help Center,

    Your Help Center Team