2. A window will appear where you can select a template or form to copy. Select a template, name your form, and click the 'Create Form' button.
3. Once you've clicked the Create Form button, you will be taken to the Form Setup page. The Form Setup page is where will program your form before it goes live.
We suggest that you get started at the top of the left menu and work your way down, but you can do it in any order since you may not have all of the details ready.
Add a Section
To add a section, click the bright blue 'Add New Section +' button.
To edit a section, click on the 'Section Properties' link at the top. From here, a table will appear where you can edit the Section Heading, Show/Hide the Subtotal, give the Subtotal a Label, make the whole section Visible/Not Visible, or Delete the Section.
Add a Field
Click on an editable section, represented by the six dots on the left of the section heading, and click the "Add Field" button.
To set up a field, please see Basic Setup for fields. If you're unsure of what type of field to use, please see Field Types.
View Your Form
View your form after making changes to ensure that the section/fields are displaying as you expect. Click on the 'View Form' button at the top right.
Hover over the ? icons for basic help on an item or browse our help topics from the left menu.
If you prefer to speak to someone, support is free and you can:
After you complete your Setup, you must test your registration form by submitting one or more test registrations and ensure that everything works as you expect, that pricing is correct and all wording has been updated.
See ePy's detailed testing checklist for our recommended testing procedure.
Also, click the 'Validator' button from the left menu. The system has several automated checks that it will do on your form and alert you to any potential problems.
Don't forget that we offer a free review of your form too. Just contact us and we will look over your and let you know if we have any suggestions.