The Enroll Form is our customizable solution for streamlining enrollment. Reference this article for the Basic Sections and Field Types of our customizable Enroll Form. See this support article for more about customizing the Enroll Form.
Access your Enrollment Form by going to My Company > Forms > Enroll Form. The cog beside the question also opens up the Field settings, where you can do the following types of formatting.
Addresses Formatting
Addresses have specific formatting where they look the best on computers, tablets, and phones. These are the widths you should keep in mind anytime you add addresses:
Street Address (Short Text)
Desktop/Tablet Width: 8 (slide line to 8 mark)
Mobile Width: 12
Apt/Suite (Short Text)
Desktop/Tablet Width: 4
Mobile Width: 12
City (Short Text)
Desktop/Tablet Width: 6
Mobile Width: 12
State (Short Text)
Desktop/Tablet Width: 3 (also change max characters to “2”)
Mobile Width: 5
Zip Code/Postal Code (Number)
Desktop/Tablet Width: 3 (also change max characters to “5”)
Mobile Width: 7
Conditional Formatting
Conditional Formatting is adding additional questions under Yes/No, Single Select, or Multiple Select questions based on a person’s answer.
For example, add “Please describe” if the answer to “Do you have any allergies” is “Yes.” Take a look at this support article for a more in-depth explanation of Conditional Formatting.
Other Customization Info
The down arrow moves a field under another field (see conditional formatting above). Learn more about how to move fields up and down in the Enroll Form and how to do Conditional Logic.
The plus is to duplicate a field. The field will be added at the bottom of the section it is in, and may need to be moved to where you want it.
There is a red trashcan where you can delete a field if you mess up. NOTE: If you have a "child" field underneath another field, that field must be deleted first.
The cog is the Field Settings option. Click here to learn more about the different settings found here.
You can make your enrollment forms in Enrollsy as simple or as complex as you wish.
NOTE: At this time, Enroll Form fields CANNOT be moved or duplicated to a different section.