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
    configuration_checkout_settings_forms.jpg

  2. Select Create Form
    select_create_form.jpg

  3. Fill out form fields
    fill_out_form_fields.jpg
    • Name: Name of form
    • Description: Enter a brief description
    • File: Attach a file to the form

  4. Select appropriate facilities
    select_facilities_for_the_form.jpg

  5. Select appropriate sessions
    select_sessions_for_the_form.jpg

  6. Select Save New Form
    select_save_new_form.jpg



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Article Feedback

  • 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