How to create a Registration Form (Form required upon Customer Account Registration)

Login to your Online Portal

• Click Forms in the side menu

• Click Add

• Enter your Form Title
  • Example: "Client Registration Form" 
  • Optional: Include a Form Description to describe the purpose and intended use of this form
• Drag and drop Form Elements into your Form layout to add and format text, images, files, and other content fields as needed

• Once you are ready to set your Form Rules & Triggers, click Next Step - Settings
• To make the Form required upon customer account registration, select "Form is required upon Customer Account Registration"
• Click Preview to see how your form will look from the clients perspective
  • To complete your form at a later time, click Finish Later
• Click Publish, when you have finished creating your form

• The Form will now display upon Customer Account Registration!