Ask intake, screening, dietary or intention questions that people answer before they can register.

You'll end up with a form attached to an event ticket. People fill it in before they register, and you see their answers on each registration.

When to use this

  • Intake or health screening before a retreat or breathwork session.
  • Dietary needs, room preferences or emergency contacts.
  • Intentions or questions people want you to hold during the event.
  • A waiver or consent people must give before they attend.

Steps

Open the Tickets tab

Go to Offerings → Events, open the event and click Tickets.

Add a form to a ticket

On the ticket, under Registration form, click Add Form.

Pick or create the form

Choose one of your custom forms from Select a custom form, or click Create Form to make a new one: give it a Form Title and choose whether contact details are Required or Optional. You can add more questions in Audience → Forms & Funnels.

Apply to other tickets (optional)

If the event has several tickets, use Apply to all tickets so everyone answers the same form.

Save

Click Save. The ticket now shows "Pre-registration form attached" and the button changes to Manage Form.

Read the answers

Open the Registrations tab and click a person. Their answers appear on the registration page with their ticket and status.

Tips

  • Custom forms only. Lead-capture forms can't be attached. Make a custom form in Audience → Forms & Funnels first if you need one.
  • One form per ticket. Attaching a different form replaces the old one.
  • Keep it short. Every extra question is a reason to leave. Ask only what you need before the event; send a longer questionnaire afterwards with an automation.
  • No file uploads in forms. If you need a photo or document, ask for a link (Google Drive, Dropbox).
  • Form before vs. after. A registration form is filled in before registering. To send a form after someone registers, use Automate follow-ups.
  • Remove it any time with Manage Form → Remove.

What your members see

The ticket button stays Register or Get Ticket. Your questions appear at checkout, above the payment. They answer them and click Register (or Register & Pay for a paid ticket). If they aren't signed in, they see "<your portal name> asks a few questions before this event. Sign in to answer them and get your ticket."