Frequently Asked Questions

Select "Themes" at the top of the page and create a custom theme. Once it’s created, you can select it from within your event. This allows an organization to create a theme to be used on multiple registrations. Also see Advanced styling for advanced graphics options.

With an advanced custom theme about anything is possible. Under "Themes" select "Add a Custom Theme" and select "Advanced" below "name". If you don’t know CSS, contact us and we will work with you to set up a custom theme that you can use for one event or use for multiple events.

Yes, select "Custom Themes", select "Add a custom theme", under "BACKGROUND IMAGES - Body" select "Choose" to upload the background image of your choice.

You can drag and drop most items to reorder them. Look for the common sign of the 4-way arrow showing that you can drag and drop to reorder the item.

Mostly it's personal preference, but some options can perform unique functions. If you want to be able to select more than one item then use "Checkbox". The "Checkbox" type of question allows one to choose zero items (if this question is not required), one item or multiple items (as many as the list contains). If a default answer is desired use a "Pulldown" type question. Make the selected default answer the first question in the list.

You can use Stripe to accept credit and debit card payments. The set of card brands you can accept depends on where you're located: United States businesses can accept Visa, MasterCard, American Express, JCB, Discover, and Diners Club.

Whatever you choose! You'll set how your business name appears on statements when you activate your Stripe merchant account. This greatly reduces charge-backs, where people forget they have ordered/purchased something and when they see a strange name on their credit card bill, refuse payment. Now, people will see the name you choose and recognize their purchase.

Yes, under “Customize”, near the bottom is “Notification” - select the checkbox for “Email me when someone registers”. You will now be notified by email every time someone registers for your event.

Yes. Select the “Registrants” tab, type the name of any person in a group in the “Search” bar, select the “Order #” tab which will show all of the people registered with that order.

Yes, From the “Registrants” tab, select the “Order No.” of the person you would like to re-send the confirmation email. Select the “Resend Confirmation Email” button.

Yes. Upload the PDF to Google Drive or Dropbox and simply add a link to the document in the event details.

Yes, Edit the pricing option. Select "Show quantity and availability options", select “Availability Dates” to set the dates that you desire to have the pricing option available.

Yes, In the “Customize” tab, in the “Pricing” section, type in the Minimum or Maximum in the “Quantity per Order” line. Example: if the minimum order is set to 2 then a person is required to register at least 2 people to get this pricing.

No. But you can show/hide questions based on the ticket type. Example: In the “Registration” section of the form, the “Show for” tab is default set to “All pricing options”. If “All pricing options” is unselected, then a list of all of the pricing options is displayed. You can now select one or more of the following ticket types for this question to be displayed in.

Select “Discounts” in the action bar, then select “New Discount”. Provide a “Name” for the discount code and a “Code” that you will provide to customers. The amount of the discount code can be specified in percentage or in a dollar amount. Under “Items” the discount code can be applied to the registrants OR products OR both. “Maximum Use” sets the number of times that a discount code can be used.

For your protection, discount codes can be used at a rate of 10 per hour. Contact us if you need to change this.

Set a discount code option of “Maximum Uses” to One. Send the discount out for the person that it’s intended for and you don’t have to worry about it being used multiple times.

Set a “Pricing” option’s “Quantity Per Order” to have a “Minimum” quantity option. The image below shows an example where the minimum quantity is set to 2. This will allow any group of 2 to 10 people to use the group pricing option.

Yes. As an organizer, one can specify a ‘deposit’ amount. As a registrant, one can then choose to pay the full amount (default), or only pay the minimum amount. If one pays the minimum amount, the financial reports will indicate an “Amount Due” for that order. In addition, as a registrant, one can click on the link provided in my confirmation email and pay the remaining balance. See image for an example. The below shows a $40 deposit permitted on a $90 order.

The registrants won't see "Pricing" - go to the "View" tab to see exactly what your registrants will see. Also, you can hide the column using a custom theme.

Yes, When they send you their credit card info, they are authorizing you to make a payment with it. But it’s always best for the customer to enter the credit card information securely online when they register. This ensures the best security for all parties and makes use of all the features signupforms has to save both the organizer and the registrant time.

Yes, in the registration form, select “Show for” to select the registration type that you want this questions to be shown for. By default a question is shown for “All pricing options”. Unselect “All pricing options” to show the other pricing options. Select the pricing option(s) which you want the question to be shown for.

The registration will read “No longer available” and the “Quantity” dropdown will be removed.

Yes, select the “Team” tab, add the person’s email address, select “Add” and “Save”. The added Team member can now help modify the registration and check in individuals. The only thing a team member cannot perform is change the Stripe account.

You cannot cancel your order directly. Use your confirmation email to find the organizer’s email to request cancellation.

The Organizer can go in and change the status to cancelled. The organizer can cancel part or all of the order and refund none of the money, part or all at their discretion. From the “Registrants” tab, select “Canceled” under the “Status” column for registrant you would like to cancel.

If a registration has gone past the end date of the event, the registration is disabled, and one can no longer register. The event organizer can, however, still enter a person from the back-end at any time. If the event end date has not passed, an event can be made inactive by editing each of the pricing tickets. Disable each of the pricing options by selecting “Edit”, then selecting the check box for “Hide this option from registrants.” See image for an example.

Yes, a quantity can be given a limit by selecting “Enable choice limits” on a “Multiplechoice”, “Checkboxes” or “Pulldown” type question. First click “Enable choice limits”, then enter the quantity that you want the item to be limited to. Once registrants have selected that answer that many times, the answer becomes disabled and unavailable.

• Google Chrome
• Internet Explorer 8, 9, and 10 *
• Safari
• Firefox
• Chrome on Android
• Android Browser

There is a slight variation of information depending on whether you are an Individual / Sole Propriotorship or a Corporation. The information for an Individual / Sole Propriotorship includes a couple questions on your products / services which you offer and your “business”

The “business” is loosely defined as you may have a one time event or activity where you put on a class and/or selling a product. If you have an ongoing business, select between “Corporation”, Non profit”, “Partnership” or “LLC”. “Your website” doesn’t need to be a website that you own the domain to. It can be a related site. For example, if you are collecting money from your softball team for league fees and t-shirts, you may enter your softball leagues website which your softball team plays on. The EIN is optional for the “Individual” category.

Next enter your name, date of birth and the last 4 digits of your SSN to verify your identity. The credit card information included is the information which you want to appear on a person’s credit card statement. To ensure that your customers recognize the charge, you should choose a name that customers most closely associate with you. This might not be your official corporate name or your website domain, but rather the product for which you are known may be a good choice. Also see faq_card_statements for related information.

Finally, enter your bank account information and Stripe account information. When you select “Authorize access to this account”, you’re done! and will be redirected back to signupforms.com.

A merchant account is a type of bank account that allows businesses to accept payments by payment cards, typically debit or credit cards. With a merchant account you can now have funds go directly to your bank account (either your business or personal bank account). This means  that neither Stripe* nor Sign Up Forms holds your money, but it goes to you! You don't need to request your funds to be transfered to your account, just watch it flow in on a daily basis.

*Stripe does hold your funds for 7 days before they are released on a daily basis to your account.

If there is a discrepancy between the Registration cost and the Received cost, it may be because an expense was entered manually. With Sign Up Forms, one can enter a payment in manually (from the back-end) which will count as a Registration cost but not as a Received cost.

You can monitor transactions and payments into your bank account by logging into your Stripe account at stripe.com. You will need the email you used and the password you created when you set up your Stripe account.

When a user begins a registration a position is held for them. Since many orders have limits on the total quantity available, a spot must be reserved for the user while they are registering to prevent too many people from registering for a limited amount of tickets available. A position is held for 30 minutes + 15 minutes for each ticket type selected. For example: if a registration has 2 ticket types and a user selects qty 1 of each ticket type, a pending registration will be held for 60 minutes (30 + 15 + 15 min). As the time is about to expire, the user will receive a warning that they have limited time to finish their registration. If the person doesn't respond the pending order is removed and the position is now available for others to sign up for.

The best way to do this is to have one ticket and to set the ticket item to have a $0 deposit. Then, a person can pay part or all of their ticket with credit card at time of purchase, and pay the remaining amount before the event with credit card or at the event with cash or check. To enable this, select the edit icon for the pricing option. Set "Allow Deposit" to $0.

An alternative is to setup two ticket items: one with a charge and one as "Free" and in the description state that the "Free" ticket means that you register for free but need to pay at the door with check or cash. Conversely, if you select the paid registration, then you not only registered but also pre-paid with credit card.

From the "Registrants" tab select "Download". A .csv file will download to your computer or device. Open this file with an Excel spreadsheet or Google docs to view your full list of registrants and their information.

If you are trying to display an image in your registration that you have linked to on the internet but it doesn't show up, this may be the issue. For best security Signup Forms is hosted over https (encrypted). Browsers will not show images that are hosted over plain http (unencrypted). Make sure to link to images that are hosted on https sites.

The fees for using a credit card are in 2 parts: 1) The credit card fees (2.9%+$.30) 2) Signup Forms processing fees which are $1 + 1% per ticket, but, merchandise has only a 1% fee (not the $1).

If you setup your entire registration as Merchandise, one can avoid this $1 fee but some of the functionality is lost as well. Signup Forms is designed to have a Ticket for each person registering and Merchandise for any item desired at the time of registration.

We know these pages don’t cover it all, and we’re eager to help answer your questions. Please contact us.