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How do I set up my Pre-applicant Open Day Booking Form?
How do I set up my Pre-applicant Open Day Booking Form?

Configure your Pre-Applicant Open Day (POD) booking form template

Steph Stevens avatar
Written by Steph Stevens
Updated over a week ago

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Pre-applicant Open Days includes a responsive open day booking form which you can adjust to suit your branding. You can add a header and footer image, change page titles and adjust some of the other features on the booking form.

Pre-app Open Days Super Users can find these settings under Setup > Form

Settings for each page

The form settings for each page of the booking journey can be accessed from a series of steps. Here you can set the page name, header and footer texts and the Party size label and add an optional question for Special Requirements etc. If you're not sure how the content editor works, see How do I design email templates? for guidance.

1. Appearance

Here you can add your Header and Footer images, add a description to these images using the Alt Text fields, and select a theme from several pre-built themes or add your own CSS code.

Pre-applicant Open Days Forms include the same Theme Previewer tool as Applicant Open Days which allows you to view how your responsive theme will look on several device types.

2. Landing Page

On the Landing Page page, you can define:

  • The Page titles. This is what displays on the two tabs of the booking form depending on if the Student is creating a New booking or editing an existing booking.

  • The Header and Footer text, which displays at the top and bottom of the form.

  • The Field Labels and Help Texts on the Course chooser.

  • What years you'd like to show on your form. Just set the start and end year for the Custom Year Range.

  • If you'd like students to be able to select multiple course options, and how many using the Multiple Selections option.

  • Campus Filter allows you to select whether your students can choose which of your campuses they attend. Campuses are set up in the Courses & Subjects app.

  • You can also choose if you'd like to give students the option of selecting a subject using the Subjects Filter. This also allows you to select if you want to ensure subjects with no courses are hidden.

  • Finally, you can set if you'd like to Filter Courses By Course Tag, and only allow specific courses to book on all open days.

3. Pick a day

Here you can set:

  • The Page Title.

  • The Header and Footer texts.

  • How many people can be in a party, and the label on the Party Size field.

  • If you'd like the Open Day Name to be visible against the open day date.

4. Pick an Activity

On the Pick an Activity page there are two options that can be enabled:

  • Location Filter - This allows you to add a filter so the student can choose to only see activities at a specific Location - useful if you have scattered campuses.

  • Show Faculty Activities First - this means the Faculty activities will be shown before more general activities, such as registration.

You can also make changes to these options:

  • The Page Title.

  • The Header and Footer texts.

5. Personal details

This page allows you to set:

  • Which personal details, you collect from your students, including whether you'd like students to be able to inform you of any special requirements they may have, and any Custom Questions you may require.
    โ€‹Please note: the three "locked" fields are required to create or match a student record.

  • If you require the names of all guests for security reasons.

  • Which consent you'd like for the POD form.

  • The type of Address lookup available.

  • If you would like to display any Help text, and the text to display.

6. My Programme

On the My Programme page, you can:

  • Automatically redirect students to a webpage of your choice after they've booked

  • Add a "Finish" button with a Custom Destination URL of your choice

  • Change the field labels.

Get in touch if you have any questions about setting up your Booking Form.

FAQs

Q. Can I embed my form?

A. No. POD forms are Multi-visit forms; they cannot be embedded due to privacy concerns. Find out more in this article: How web forms work.

Q. Can you make changes to the wording that isn't covered in the form setup?

No. Unfortunately, due to the way Pre-App Open Day forms work across Establishments individual changes cannot be made.

Q. Why can't I remove Email Address, First or Last Name from the personal details section?

A. These fields are locked in as they are required to create or match a student record.

Q. How do I add Custom Fields?

A. Speak to the CS team and they'll add the fields for you. To understand a bit more about Custom Fields, please read this article.

Q. How do I use Course tags to exclude Courses?

A. Take a look at this article for more information on using the Filter Courses By Course Tag option.

Q. How do I limit how many guests a student can bring?

A. By using the Max Party Size option on Step 3: Pick a day.

Q. How do I send booked students back to my establishment's website?

A. By using either the Automatic Redirect or Custom Destination options.

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