When someone places an order on Cademy, by default, they will be prompted to enter their name, email and phone number. We do this to ensure that we are able to send them a confirmation email after their purchase. For most course providers, the default booking form is perfectly adequate. However, if you need to collect additional details, such as the student's address, age, accessibility requirements, etc. you can create a custom booking form and then individually apply the custom form to the courses you want to use it.
Table of Contents:
Set the booking form for a course
Selecting which booking form a course should use is super easy. Just go into your course, and click the ✏️ Edit button at the top right. Click the Settings tab at the top, then click on the Forms section. You will see a preview of the selected form on the right side of the screen. To select a new form simply use the Booking form dropdown.
Attendee Details
You can request the details for all course attendees, by enabling the Request details for each attendee/guest toggle on the Forms settings for your course. This video explains how this feature works:
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Create a form
To create a new form, click on the + New Form button. You will be able to give your form a name, this name is only ever visible to you, so pick a name that will help you identify it the last at a later date.
You can click the ⋮⋮ next to any of the fields in the list to drag and re-position the order of the fields in the form.
Creating fields
If you want some information and you don't currently have a field to capture that data, you will need to create a brand new field. From the Form settings section on a course, you will have to create the + Add Field button. This time, however, instead of picking one of your existing fields, you will have to pick create a new field from scratch. To do that, pick a format for your new field.
The format you select will determine how the end-user will interact with that field, and what the captured data will look like. For example, if you pick the format of the field to be Date, we will allow the user to enter the date using a calendar. If you pick the format to be a Website, we will not show the user an error message if the value they enter does not look like a valid URL. Some fields, like the Multiple Choice Checkboxes, Single Choice Options and Dropdown fields, will give you the option to enter the values from which the user will have to select. When you click the format you'd like to use for your new field, you will see the options to configure your new field.
When creating a field, you will be able to enter the following options:
Label
The label is the bit of text shown above the input. This tells the user what information you're after.
Description
The description is shown under the label, in smaller grey text. Use the description to offer additional guidance for what data you're after or what it's going to be used for.
Items (for checkbox, radio or dropdown fields only)
Multiple Choice Checkboxes, Single Choice Options and Dropdown fields need a list of items from which the user will need to pick. Enter each option on a new line.
Required
You can mark a field as required, which will prevent the user from proceeding with their booking unless the details have been entered for that field.
