How to Create and Manage Forms

Forms are a way of capturing answers to any number of questions from guests and groups. They are frequently used with inquiries to collect extra information when guests or groups submit requests to stay at your center.

Video Tutorial

Global Forms

NEW - We've enhanced forms for online reservations to support a global form as well as multiple forms.

Follow the tutorial above to create a form that would apply to all (or at least most) of your online reservations. For example, a form asking a guest to agree to your centers refund policies, terms and conditions, etc.

In Retreat Portal click the gear icon in the top-right of the page and select Marketing. Then select Forms > Attendee registration forms on the left side.

Select an existing form to be your Global form and then decide if you want the form to be hidden, prepended to any program specific forms or appended to program specific forms (basically should the global form's questions be asked first or last). By selecting hidden, then no global form is shown.

Now, any program registration page will include the global form.

It is possible to override the global form's position on a per-program basis. Find a program that you are marketing and click the Marketing > Forms and Agreements section.

On a per-program basis you can hide the global form (perhaps it isn't applicable to the program's guests) or choose to prepend or append.

There is also the option to include additional form(s). For example, you may want to include an Emergency Contact form or a form asking meal-specific information. Under Additional information form the forms on the right-side are included, those on the left are not. It is also possible to move the forms on the right up or down to determine the order that the forms are presented.

For the example above, the global form is in the default (prepended) position and the 'Benefits Dinner Choice' is also shown:

Viewing Form Responses

To view the responses to the forms, go into Retreat Portal and find the Program. On the left-side click Workflow > Form Responses

To help filter which responses you want to see you can select the header 'Form' or 'Field' to get the list of answers to a specific form or question.

Then you can click the print or Actions > Download