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How do I design a form that accepts multiple registrants?
How do I design a form that accepts multiple registrants?

Describes how to create a form that includes multiple registrants.

Updated over a week ago

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Forms are versatile tools that can simplify the process of registering children for events such as Vacation Bible School or staff members signing up their families for the church's annual Leader Christmas Party. No matter the situation, submitters can quickly sign up their family and friends in a form that allows for multiple registrants.

Using Special Fields: People

In designing a form, use the People field type when you want to capture information related to other people included in a submission.

For example, use the People field when registering multiple children for Vacation Bible School or a similar event. The system will attempt to match the additional people to existing profiles using the typical rules. However, it will also look in the submitter's family (if matched to their profile) for a match using only their name.
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In addition to being able to capture the typical fields found in the Person Information section, you can also set additional custom fields for each person (just like with a Repeating Section field).

If a profile needs to be created, either because you set that option or there is automation set, you can control whether individuals are added to the submitter's family. You can also set which family position is used (i.e. choose Child if the additional people being added are children).

Automation

Custom fields added within a People field can have automation defined for them. This is limited to the same field types you normally can set automation for: Yes/No, Dropdown, Radio Button List, and Checkbox List. This allows you to set different automation for each additional person added based on responses.

Connecting People to Form Item/Ticket Fields

Both People and Repeating Section fields can be connected to existing item/ticket fields on a form. This means you can have it so that each person or repeating item added during submission will automatically increase the number of tickets chosen/purchased. For example, if there is a $20 cost for each child being registered, and you register 3 children, the form will automatically choose the associated tickets and charge the expected $60 without requiring the submitter to choose those tickets manually. This works for free tickets as well.

Below and here is an example of a form that has a People field along with a connected item/ticket field. The number of breakfast and lunch tickets is automatically changed based on the number of children being registered. Note, that the user can add additional tickets if desired, but they wouldn't be able to go below the number of children being registered.

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