16 May 2021 // 2 minute read
Shortly you will be able to create online forms through Band Pencil. They are perfect for creating client questionnaires.
Fields marked as required will need a response to be filled for the form to successfully submit. Please note, checkbox fields cannot have a required status.
Help text can be added to guide the user in completing the form.
To add and edit a form navigate to the client page on Band Pencil and in the top right click Forms. From here you can add and edit current forms.
Forms can be added to events from the event page. In doing so the client will see a link to the form from the Client Dashboard. You will be able to track the status and see when the client has viewed and completed the form.
The form is simple for the user to submit. Once all fields have been completed the user clicks "Submit Form". Errors will be flagged at this point and the user can rectify and resubmit.
Responses are encrypted at post and rest, but users should never submit passwords or sensitive information through any form on the internet.
You will receive an email and a Band Pencil notification to alert you a form entry has been recorded.
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