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Dynamic Forms

Dynamic Forms allow you to collect additional information from attendees during the ticketing process.

Forms can be used for a wide range of purposes, including:

  • Registration details

  • Dietary requirements

  • Waivers and consent forms

  • File uploads

  • Electronic signatures

  • Custom attendee information

Once created, a form can be reused across multiple events, making it easy to standardise your data collection process.


Where to Find Dynamic Forms

You can find Forms under the Settings section in the left-hand sidebar.

From here, you can:

  • View previously created forms

  • Create new forms

  • Edit existing forms

  • Reuse forms across multiple events


Creating a New Form

To create a new form:

  • Go to Settings > Forms

  • Click "New Form"

  • Enter the required details:

    • Form Title

    • Display Text (shown above the form fields to provide context or instructions)

You can then begin building your form by adding fields.


Adding Form Fields

Dynamic Forms support a wide range of field types.

Available field types include:

  • Short Text

  • Long Text

  • Number

  • Date

  • Dropdown

  • Single Choice

  • File Upload

  • Checkbox

  • Downloadable Link/Document

  • Electronic Signature

You can:

  • Add as many fields as required

  • Mark fields as Required

  • Drag and drop fields to reorder them at any time

This allows you to completely customise the layout of your form.


Form Summary

On the right-hand side of the form builder, you will see the Form Summary.

This provides an overview of your form, including:

  • Total fields

  • Required fields

  • Signature fields

  • File upload fields

  • Estimated completion time

This helps you quickly understand the complexity and length of your form.


Form Rules

Below the Form Summary, you will find Form Rules.

These settings control how attendees interact with your form.

Electronic Signature Limit

Only one Electronic Signature field can be added to each form.

Per-Attendee Response

This setting controls how many forms must be completed for each ticket purchase.

When enabled:

  • Each individual ticket requires its own form to be completed.

  • If one transaction includes multiple tickets, every ticket holder must complete a separate form.

Example:
If one transaction includes 5 tickets, 5 forms will need to be completed.

When disabled:

  • Only one form is required for the entire transaction, regardless of how many tickets are purchased.

Example:
If one transaction includes 5 tickets, only 1 form needs to be completed.

This setting is useful depending on whether you need information from every attendee or only from the person making the booking.QR Code Gating

When enabled:

  • Attendees can purchase tickets normally.

  • The event QR code will remain locked until the required form has been completed.

This ensures forms are completed before event entry.

Ticket Holder Only

When enabled:

  • Only the assigned ticket holder can complete their own form.

Completion Notifications

When enabled:

  • The workspace owner or administrator will receive an email each time a form is completed.


Previewing Your Form

Before publishing your form, you can preview exactly how it will appear to attendees.

To preview your form:

  • Click "Preview" at the top of the page

This allows you to review the layout and make any final adjustments before saving.


Saving Your Form

Once your form is complete:

  • Click "Save Form"

Your form will remain available within your workspace and does not expire.

The same form can be reused across as many events as required.


Applying a Form to a Ticket Tier

Dynamic Forms are applied to individual ticket tiers.

Note: A ticket tier must already exist before a form can be assigned.

You can apply a form in two ways.

When Creating a Ticket Tier

During ticket tier setup:

  • Select the Dynamic Form you wish to use

After a Ticket Tier Has Been Created

  • Go to Ticket Management

  • Edit the required ticket tier

  • Scroll to Dynamic Form (Optional)

  • Select the form you want to assign

  • Save your changes

Once assigned, every attendee purchasing that ticket tier will be prompted to complete the form.


Completing a Form as an Attendee

After purchasing a ticket, attendees will be prompted to complete any assigned Dynamic Forms.

Attendees can access the form from:

  • The Tickets section of the Attendee Portal by clicking "Fill Out Form"

  • Their ticket confirmation email, which also contains a "Fill Out Form" button

Once submitted, the form will be linked directly to the attendee's ticket.


Viewing Form Responses

Completed forms can be viewed from Guest Management within your event.

From Guest Management, you can:

  • See which attendees have completed their forms

  • View submitted responses

  • Access information provided by attendees

Under More Actions, you can also:

  • Export Form Responses

This allows you to download all submitted responses for reporting or external use.


Resetting a Completed Form

Once a Dynamic Form has been submitted, the attendee can no longer edit their responses.

If changes are required, a workspace owner or administrator can reset the form.

To Reset a Form:

  • Go to Guest Management

  • Click "Form Complete" for the attendee

  • Select "Reset Form"

The attendee will then be able to complete the form again.


Using Dynamic Forms Effectively

Dynamic Forms provide a flexible way to collect important attendee information before your event.

By using Dynamic Forms, you can:

  • Collect custom attendee information

  • Gather waivers and electronic signatures

  • Receive file uploads from attendees

  • Control event entry using QR Code Gating

  • Reuse forms across multiple events

  • Export responses for reporting and record keeping

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