Checklist - Registrations

Ready for your Registration Template to go live? Ensure you've double checked the following:

• Preview your Registration Template.

• Set up Registration Type (Individual and/or Organisation — you need a separate template for each type you want to support).

• Set up Field Tags, if you want data to pull into letters, templates, or reports.

• Review email templates under Settings > Organisation > Emails > Applicant Emails > Registrations.

See Also

• What are Registration Templates?

• Understanding Registration vs Application Templates

• Creating Registration Templates

• Modifying Registration Templates After Launch

• Transferring Applicant Records

• Importing & Adding Applicants