Once you have duplicated your template, it is time to edit your form to reflect the event it is going to be used for.
You’ll start by editing your Basic Event Info. To start editing your event, click on the pencil icon next to your event and you’ll be taken to the Basic Info tab.
In the Basic Info tab you’ll be asked for the following information:
- Event name: You’ll have populated this when duplicating from a template. This is the name of the form. Note: if you are creating a form for students to check-in we recommend using the following naming convention: Event name - attended e.g. University of Bath Presentation 2024 - attended
- Event date: This is the date the event is taking place. The form will stop capturing records at midnight on this day. For forms that need to be open for a long time (e.g. register your interest form) ensure you put the event date far in the future.
- Interaction Type: The type of event/form. This is used for reporting purposes. Previously used Interaction Types will appear once you start typing.
- Set Visible: This turns on the URL for the form and allows anyone with the URL/QR code to access the form if it is still within the date range.
- Stop collecting registrations at and Max number of registrations: These are to cap the form. Please see more information about these features here.
Once you have completed the Basic Info tab, click the green Save & Continue button in the bottom right hand corner to continue to edit your form.