Creating a form

Menu Forms5 min read

  1. Click Forms › Add.
  2. Fill in the New form window, described below.
  3. Click Save. The form editor opens: there you describe the courses and the slots, according to the type chosen.
The "New form" window, top part
  1. Name, Type and Audiencethe name is seen by the public and gives the form's address. The People audience registers members; Companies registers sponsors or partners, without a confirmation email.
  2. PublicationPublished puts the form online. Private (login required) reserves it for logged-in members. Visible in the member area offers it in the members' Registrations entry, under the title typed in Section (member area); with no section, it is filed under "Other".
  3. Attribution on registrationthe Assigned member status is given to new registrants and to those who re-register. The Assigned role sets what a new registrant sees in GestiClub: Member or a role created by the club, never a management role such as Administrator or Committee; left empty, it is the club's default role. The Courses start date is suggested for each new course and shown to the public.
  4. Mandatory reregistrationenables clearing the groups to prepare a new season (see "Preparing a new season" below).
  5. Multiple registrations allowedunticked, a re-registration replaces the member's groups and subscriptions; ticked, it is added to them (see "Replacing or adding the groups").
  6. Clearing target group and Clearing target functionthe group and the function the members are moved to when you clear the form's groups.

The bottom of the window sets the text of the acceptance box and the fields the public fills in.

The "New form" window, fields of the public form
  1. Fee 1 label and Fee 2 labelthe name given to each of the two fees on the public form.
  2. Acceptance checkbox textthe sentence shown next to the box when rules or terms and conditions are online. Left empty: "I accept the terms and conditions".
  3. Shownthe field appears on the public form.
  4. Requiredthe field must be filled in to submit the registration.
  5. Your custom fieldsthose in Settings › Custom fields, here the shirt size, sorted by section.

The first name, last name, date of birth, gender and, for a minor, the parents are always asked for: they cannot be set.

Editing the settings

In the form editor, click Settings: the Form settings window offers the same settings, plus the public link.

The public link in the form settings
  1. Public link (permalink)the end of the address, created from the name. You can shorten it.
  2. Public form URLthe full address, the one the public opens.

Publishing or unpublishing

Tick or untick Published in the settings, then click Save. An unpublished form stays in the list, with its courses and registrations, and the public sees this message:

Unpublished form seen by the public

Each course and each slot also has its Published box: unticked, the offer disappears from the public form without being deleted. A Private form asks the visitor to log in:

Private form seen by a visitor who is not logged in
  1. Log inafter logging in, the member comes back to the form and chooses whom they register.

Preparing a new season

For a new season, you can clear the form's groups: their members are moved to a waiting group, then each one joins their new group by re-registering.

  1. Create the waiting group in Contacts › Groups, for example "To re-register" (chapter 3: Contacts).
  2. In the form settings, tick Mandatory reregistration, choose the Clearing target group and the Clearing target function, then save.
  3. In the editor, click Clear all groups. For a single group, open the course or the slot and click Clear this group.
  4. Check the summary, then confirm.
The "Clear groups" window
  1. The members concernedtheir number and the form's groups they leave.
  2. The destinationthe group and the function chosen in the settings.
  3. Clear groupsmoves the members. A message confirms the number of members moved.
The "Clear this group" button in a course's window
  1. Clear this grouponly clears the group of this course or slot.

The History tab of each record keeps the former groups. Mandatory reregistration changes nothing for the person registering: the box only unlocks the clearing.