Using Form Setup: Registrations (which you'll find under the "System Configuration" section of the Welcome menu), you'll define the questions that appear on the registration form. The registration form is the form that is filled out by everyone who uses WCONLINE in order to create an account on the system. It's used primarily to collect demographic information, as well as information that doesn't change on a per appointment basis (such as how someone heard about the center). As with all control panels, be sure to hover over the blue question marks within the control panel in order to find suggestions and more information about each configuration option.
Like the appointment, client report, and survey forms, the registration form is limited to a total of twenty questions. For more information on registrations and logins (as opposed to the setup of the registration form), read the manual entry on the WCONLINE Login Page."
Registration Form Questions
In addition to the questions that you define, the registration form will always collect the client's first name, last name, email address, password, and email preferences. However, as the registration form can be impacted by several other options in the program, please consider the following:
QUESTION: This field lets you define the question as asked on the registration form.
POSSIBLE ANSWERS: This field lets you define the type of answers or the available answer choices available to answer the corresponding question on the registration form. Be sure to review the "Possible Answer Types" informational box above the question configuration options for extensive information about the various answer types. The registration form offers fill-in, drop-down, checkbox, multiple checkbox, Likert, and large text area question and answer types.
REQUIRED? This field lets you set whether or not a client has to complete the corresponding question in order to save their registration. Note that administrators can add a client to the system using the "add new client" option at the top of Client and Record Management or via the profile-of-a-head icon at the top of the schedule display. When doing so using those tools, an administrator will fill out the registration form, but does not have to complete any of the fields you mark as required here.
ORDER ON FORM: This field lets you change where questions appear on your registration form. Once clients have begun making accounts on your system, you'll want to use the "Order on Form" field to change the question order, as your data is tied to the specific question (Question #1, #2, etc). For more on why this is important, review our recommendations on making changes to your forms.
DISPLAY ON APPOINTMENT: By default, administrators can see a client's full registration profile (including answers to every registration question) by clicking on a client's name at the top of the appointment form. If you set this option to 'yes,' then a client's answer for this question will also be displayed when viewing an appointment so that it can be seen without the extra step of clicking on a client's name.
This might be useful to display information that staff need for every session, such as displaying a student's major, preferred pronouns, or telephone number (if you collect such information).
SECTION 1: Form Setup: Appointments
SECTION 2: Form Setup: Client Reports
SECTION 3: Form Setup: Registrations