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Website - Enterprise FormBase

Website - Enterprise FormBase

Table of Contents

Overview

FormBase is a common add-on for sites that allows users to collect form data. Typically Club Admins have limited functionality for managing the FormBase. If you wish to have more control and editing capabilities for your forms, please reach out to your Customer Success Manager for more details.

Required Permissions

  • Admin

Accessing the Tool

FormBase can be accessed by using the Admin Dashboard or by using the Admin menu item in the navigation.

Form Base - admin access (1)-20250605-173843.png

 

FormBase Interface

Form Base - module (1)-20250605-174015.png

 

Clicking on FormBase will open a list of forms and provides several options.

Option

Description

View Form Templates

Switch to the list of templates for forms

Edit Questions

Edit the questions available for forms

Form Reports

Create and edit reports to view the results

Delete

Deletes the form

Edit

Opens the options for editing the form

View

Shows a preview of the form

DO NOT use this link when sending to members. This is a preview only and does not include a submit button.

Results

View form submissions and statistics. Can also export results from here.

Additional FormBase Resources

Creating & Editing Form

Managing Form Sections

Managing Form Questions

Enabling Paycloud Payments

Best Practices

FAQs