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How to Use Applications/Registrations
How to Add & Edit Stages of an Application and/or Registration
How to Add & Edit Stages of an Application and/or Registration
Updated over a week ago

From your home base, click on the Applications/Registrations icon to view all Applications and/or Registrations within your workspace.

For the Application and/or Registration you'd like to edit, click the grey hamburger icon to the far right and select "+ Add Stage."

From here, you can:

  • Provide the stage with a title

  • Indicate whether or not the stage is required during onboarding

  • Add a due date, if applicable

Click the "+ Pick a Field to Add" button in the bottom right hand corner to add fields to your Application and/or Registration. For each field, you can request the following information:

  • Date - if a question requires a user to input the date

  • Time - if a question requires a user to input the time

  • Short Text - if a question requires a user to input a short amount of text

  • Long Text - if a question requires a user to input a long amount of text

  • Number - if a question requires a user to input a single number

  • Rating - if a question requires a user to decide upon a number of stars

  • URL Button/Link - if a question requires a user to input a website URL

  • Payment Button/Link - if a question requires a user to input payment details

  • Dropdown - if a question requires a user to select from a dropdown

  • Checkboxes - if a question requires a user to check one or multiple checkboxes

  • Single Select - if a question requires a user to chose one answer from multiple choices

  • YouTube/Vimeo Video - if a question requires a user to input a link to a YouTube or Vimeo video

  • File Upload - if a question requires a user to upload a file from their computer

  • Google Drive - if a question requires a user to upload a file from the Google Drive

For each new field:

  • Enter the question text in the "Enter name" field

  • Indicate if the question is required by toggling Yes/No

  • Adjust "max length" and "pre-populate from" fields by clicking the gear icon

  • Delete the field by clicking the red garbage can icon

To adjust the order of the fields, click the six grey dots to the left of the "+ Section" button to drag and drop into the appropriate order.

To create separate pages within your Application and/or Registration, click the "+ Section" button to the right of the "Enter name" field. Provide that page with a title and then click the disk icon to save. In adding new fields to your Application and/or Registration, make sure to indicate which Section (or page) the question field belongs to by clicking the "+ Section" button each time to assign.

๐Ÿ’ก Remember: Click the green "Save Changes" button in the bottom right hand corner to save your Application and/or Registration to the Applications/Registrations dashboard.

To edit a stage of your Application and/or Registration, click the grey hamburger icon to the far right and select the "View Stages" icon. Then, click the grey hamburger icon to the far right of the corresponding stage and select "Edit" to make edits within the stage.

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