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Designing Enrolment Forms
Designing your data collection form
Designing your data collection form

Collecting data when your customer enrols

Danny Allen avatar
Written by Danny Allen
Updated over a week ago

This article explains how to design your Data Collection form; used to collect data from your members/customers when they enrol.

Step 1

First, navigate to the tier you want to edit.

Step 2

Click on 'Data Collection' to access the form design.

Step 3

Now add fields and reorder them by dragging them into place.

Step 4

If you add a field by mistake, you can delete it by opening the field and clicking the red delete icon.

Step 5 (optional)

Change the background colour and add custom CSS in the Theme tab.

Step 6 (optional)

Set a password to control access to the data collection form. Once enabled you can edit the password page fields.

Step 7

When you have everything designed as you wish, don't forget to click 'Save' at the top right to save your changes.

You have now completed the steps to design your enrolment form. For further information please refer to the links below.

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