Checkout forms allow you to customize what optional or required questions an attendee answers when checking out with a specific event ticket.

Before you get started...

If you'd like to allow registrants to select which Event Groups they'll be part of, you should hold off on making Forms until you've linked your Event to your Registration and created the Groups in your Event.

Create or Clone a Checkout Form

To create a new Checkout Form, go to your Registration event, click the Checkout Forms tab, and then click New Form.

You can also clone an existing Form by clicking its Settings (⚙️) icon in the list of existing Forms. Cloning a Form will copy all of its settings and information except for assigned Tickets.

Screenshot of the Checkout Forms tab on a registration page. The New Form button and Clone option are indicated.

In the modal that appears, enter a Form Name, which is the only required field. We recommend making the name very clearly match the form's content and purpose, so that other Admins know what it's there for.

Screenshot of the New Checkout Form modal.

Assign to

Select the ticket(s) that the checkout form should be applied to. Select as many tickets as you like.

⭐️ Keep in mind, a ticket can only be assigned to one checkout form. Assigning a ticket to a new form un-assigns it from the form it was previously assigned to.

Questions

Edit and add new checkout questions as desired. The Label Title for the question is a header. The description is where you put the body of your question, or describe in more detail what you are looking for. Check the Required checkbox if you want all users to have to answer this question before proceeding.

Attendee

Add these questions to have attendees populate their profiles during their ticket purchase. These attendee profiles can be pulled directly into any events that you have in the Socio Platform.

Custom

Custom questions are extremely flexible. Nearly anything can be asked using these question options. Let us know if you want to brainstorm on these!

Custom question information doesn't get added to the registrant's Socio event profile - it's only associated with their registration profile.

To access answers to Custom questions, you can look at attendee profiles or export the Attendees Report.

App Integration

These questions directly integrate with any events you have in the Socio Platform.

⭐️ Keep in mind, your Event has to be linked to your Registration to allow registrants to select Groups.

Groups Dropdown

This option lets registrants choose a single Group from the list of Groups in your Event. The registrant will be assigned to that Group after they complete Registration.

Groups Multiple Choice

This option lets registrants choose multiple Groups from the list of Groups in your Event. The registrant will be assigned to those Groups after they complete Registration.

Data collection agreement (GDPR)

If your event must be GDPR compliant, you should use the "Data collection agreement (GDPR)" field found in the App Integration heading. This enables a checkbox the user must check in order to pass their registration data to the event. If they don't check the box, they can still complete the registration process, but they won't be added to the event.

If this field isn't added to your checkout form, all user data will be carried over to the event automatically without direct consent from the user.

Accounts

The Accounts questions allow users to share their social media, phone number, and other account info. These questions allow attendees to populate their profiles during their ticket purchase. The attendee profiles can be pulled directly into any events that you have in the Socio Platform.


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