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Adding a Registration/Particpant Question: Creating, Assigning, and Finding Responses

A complete guide to setting up custom questions for registrants and participants in BirdEase, including checkout settings, viewing responses, and downloading reports.

Written by Sav

Custom questions allow you to collect tailored information—such as shirt sizes, dietary restrictions, or cause affiliations—from registrants and participants during the event checkout process.

Creating a Custom Question

Custom questions are created based on who needs to answer them: Registrants (the primary contact purchasing the items) or Participants (individual golfers, attendees, or dinner guests).

1. Navigate to the Correct Settings Page

  • For Registrant Questions: Go to Registration > Registrant Settings in the left sidebar menu. Look towards the right at the Registrant Questions section and click Add New Question.

  • For Participant Questions: Go to Registration > Participant Settings (or Golfer Settings) in the left sidebar menu. Look towards the right at the Participant Questions section and click Add New Question.

2. Configure Question Details

When the modal opens, complete the following fields:

  • Question Title: Enter the prompt or label for the information you want to collect (e.g., "Shirt Size", "Dietary Restrictions").

  • Make this Question Required: Enable this toggle if registrants/participants must answer the question before proceeding.

  • Input Type: Choose how the field will accept responses:

    • Text: Provides an open-ended box for freeform text.

    • Picklist: Provides a dropdown menu. When selected, a Picklist Values field will appear—enter your desired options here, placing each option on its own line (e.g., Small, Medium, Large, XL).

  • Select Items: Open the dropdown menu and check the box for each registration item, ticket, or sponsorship package that requires this question (e.g., Single Golfer, Foursome, Donation).

  • Click Add Custom Question to save your settings.

Where Questions Appear During Checkout

  • Registrant Questions appear on the first page of the checkout flow (Registration page).

  • Participant Questions appear on the second page of checkout, repeated for each individual participant slot included in the order.

Note: Registrants can view or update their submitted answers at any time by clicking the "View My Registration" link in their confirmation email

Viewing and Managing Answers

To locate answered custom questions after registrations come in, navigate to Management > Registrants.

Option A: View or Edit Online

  1. Click the pencil edit icon to the far right of any registrant's name.

  2. Registrant Answers: Located directly under the registrant's Primary Information section.

  3. Participant Answers: Scroll down to the bottom section (e.g., Golfers or Participants) and click the pencil edit icon to the far right of an individual participant's name to view or edit their specific details.

Option B: Export via Reports

Click the Download Reports dropdown button at the top of the Registrants section:

  • Registrant Questions: Displayed in the final column of the Full Report.

  • Participant Questions: Displayed in the final column of the Hole Assignments Report (or participant breakdown report).

All reports update in real time as new registrations are completed.

For additional assistance or troubleshooting, contact our support team at help@birdeasepro.com.

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