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This article will teach you about Field Settings in the Enroll Form Editor. To learn how to customize your Enroll Form, click here.

Field Settings

Under each Field Element are the Field Settings. Most fields are the same, while others have specific fields. We're going to go through each Field Element's Field Settings.

Header

Headers are section words, for example, "Medical Information," that go before a new section. You can use Headers to create visual distinctions that separate and organize groups of related questions.

Label and Field Nickname in Enrollsy

Formatted Content

Use Formatted Content when you want to add a block of text (paragraph or headings) or link. You can also put in numbered or bulleted lists and date & time.

Formatted Content in Enrollsy

Clicking on the ellipsis will show the following menu for formatting your text, adding an image or video, etc.

formatting text in Enrollsy Enroll Form

Short & Long Label Formats

Choose Short label format if your label is under 100 characters. Long label format goes up to 2,000 characters, but it can be used anytime (for example, if the label wraps on mobile at 70 characters, it might be a good idea to make it a Long label format for aesthetics).

Short and Long label Formats in Enrollsy

Here you start seeing some more options that are on most of the Fields:

  • Required - Switch this on if you want this field to be required

  • Max characters- Change this for concise character fields

  • Select icon- You have the option to change the icon. Search at the top to search through thousands of icon images

  • Desktop/Tablet Width- This is how this field looks on a computer or tablet

  • Mobile Width- This is how the field looks on a mobile device

To see how the fields will look on either a computer, tablet or phone, click on the blue Preview button:

Single & Multi Select

Use Single Select if you have a question that requires a single answer. Use Multi Select if you have a question that can have multiple answers. Click on the blue plus sign beside Options to add your options:

single and multi select field settings in Enrollsy

Yes/No

Use Yes/No for Yes or No questions (with no other option). If you have a Yes/No question that also needs another option, i.e., "N/A," then use the Single Select Field.

Email/Phone/Date

Use these Field Settings for these specific fields. Customers will only be able to put an email in the Email Address field, only a phone number in the Phone Number field, and only a date in the Date field.

Email, phone and date field settings in Enrollsy

Number/ID

Use the Number field if you have something that needs numbers only. This brings up the number pad for the customer, making it easier to put in a number. An example is having a Suite # field.

Use the ID# field if you need to enter an ID number or an automatically generated ID# per enrollment. Switch the toggle at the bottom (see below) to the on position if you need an Auto ID.

suite # and ID # in Enrollsy

File Upload

Use the File Upload field if you need the customer to upload a document to you. For example, say you need a shot record. Add this field, and it will ask the customer to upload the shot record:

file upload in Enrollsy Enroll Form

Other Settings

These are settings at the bottom of almost every Field Setting:

Other Field Settings in Enrollsy

Hide in customer portal - Switching this to the on position hides the Field Setting in the customer portal (Enrollsy App), where customers cannot see it. Most of the time, this is done for internal fields.

Hide in enroll form - This switch, when turned on, hides the field on the Enroll Form.

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