Now that you have completed the onboarding process, you are ready to begin creating forms and getting them out to your customers.
This page will tell you all the basic information you need to create your first form with ClubPay. Further guidance pages can be found including information on setting up payments, using logic, publishing your forms and building more advanced forms.
The Form Manager
The vast majority of features ClubPay offers can be accessed from the Form Manager page. This makes the page the most important and therefore it is necessary to understand what you can do with it. For a detailed guide on the Form Manager page, click here. For starters, let's look at how you can use the page to begin creating a new form.
Log-in to your account from the admin panel using the email and password you chose when you onboarded
You will be taken straight to the Form Manager page. Here you will see any forms that belong to your organisation. You may see a number of form templates that ClubPay provides, but at this stage, you will have none of your own
You will almost certainly need to create a form of your own from scratch. To do this, click the blue 'Create New Form' button in the top right corner
This will take you to the Form Editor page (more on that below)
The Form Editor
Everything you need to create a form can be found on the Form Editor page. The page can be broken down into 2 main areas: the Preview Section (left) and the Control Section (right). In the Preview section, you will see any fields that have already been added to your form. This will give you some idea of how the form will look when it is published. The Control Section is split into 3 separate tabs and allows you to add fields, change field properties and edit properties of the form as a whole. Let's begin by looking at adding some fields.
Now that you are on the Form Editor page, you can begin to create a form by adding a variety of field types
To do this, make sure you have the 'Add a Field' tab selected from the control section and simply click the field type you would like to add from the list. You will see the field appear in the preview section on the left
When you have a number of fields on your form, you may decide that you would like to change the order in which the fields appear. To do this, simply drag and drop the fields into the order you would like in the preview section. You can also drag and drop any field from the Add a Field tab anywhere on the preview the section you would like
Delete fields by clicking on them and using the red delete button at the bottom of the page
Changing Field Properties
Now that you have some fields on your form, you will probably want to change the properties of some of them. In general, you can change each fields label, size, rules, visibility, default value and add some guidelines for users. If you are unclear as what to what any of the properties do, you can click the green question mark icons to get more information.
Once a field has been added, you can change a variety of its properties.
To do this, simply click any of the fields in the preview section, and ensure that the 'Field Properties' tab is selected in the control section.
You will see a variety of properties that can be changed for each field. Each will have a green question mark icon next to it which you can click to get more information on what they do.
Remember that changing some of these properties can have a significant impact on how your form works, so be careful when you change these.
The field label is very important because it not only tells your users what the field is for, it also will appear with that label in your entries report. Ensure it is clear what information each field is supposed to be collecting.
Naming your Form and Saving it
When you have finished adding your fields and editing their properties, you will only have one thing left to do - give the form a name and description and save it. Make sure you give your form a clear and memorable name. This will make it much easier for you to manage and search for forms when you have created many of them.
To give your form a name and change its description, click onto the 'Form Properties' tab and edit the information in the 'Form Title' and 'Description' boxes. Alternatively, you can simply click on the title or description on the form preview page.
You can access more advanced form properties by clicking the red 'show more options' at the bottom of the field properties tab. As always, all properties will have a green question mark icon next to them which will tell you how they work
Now that your form is finished. Click on the green 'Save Form' button at the bottom of the page to save it. You will be redirected to the 'Form Manager' page where you will be able to see your form listed.