Where to find this
When editing an application form, click Add Section. A Select a Section Template dialog lists the available templates. Choose one to preview its fields, then click Use Template to add it to your form. You can reorder sections and edit or remove any field.Available templates
Student Information
- Template type:
student_info - Purpose: Basic contact and personal information.
- Typical fields: First Name, Last Name, Email Address, Phone Number, Date of Birth, Gender (select), Shirt Size (select). Many of these are linked to the student’s profile (e.g. first name, last name, email, phone). Sign-up already collects name, email, and phone, so you can delete those questions if you do not need them twice.
- Use when: You want a standard “about the applicant” block that can also update the student profile.
Mailing Address
- Template type:
mailing_address - Purpose: Mailing and billing address.
- Typical fields: Address Line 1, Address Line 2, City, State (dropdown of US state codes), ZIP Code (with validation), and an optional “Use this address for billing” checkbox. Address questions are linked to the student’s profile where applicable. Sign-up already collects a mailing address, so most programs can skip this template.
- Use when: You need a full address for mailings, billing, or records.
Emergency Contact Information
- Template type:
emergency_contact - Purpose: Who to call if something happens to the student.
- Typical fields: Contact First Name, Contact Last Name, Relationship to Student (select), Primary Phone Number, and optional Alternate Phone Number, Email Address, Address, and Best Time to Contact (select).
- Use when: You want an emergency contact on file for every student. Sign-up does not collect this.
Screening Questions
- Template type:
screening_questions - Purpose: Pre-enrollment yes/no or short screening questions.
- Typical fields: Radio questions such as “Do you have a valid driver’s license?”, “Are you at least 18 years of age?”, “Do you have a high school diploma or GED?”, “Have you been convicted of a felony?”, “Are you currently employed?” (optional). Options are typically “Yes” / “No”.
- Use when: You want a quick screening block; you can edit the questions and options to match your program.
Additional Information
- Template type:
additional_info - Purpose: Extra details and comments.
- Typical fields: Certification Number (text), County (text), “How did you hear about us?” (select), Referral Source Details (text), Additional Comments (textarea). No profile mapping by default.
- Use when: You want a catch-all section for optional or program-specific info.
Custom Section
- Template type:
custom - Purpose: Empty section; you add all fields yourself.
- Use when: None of the pre-built templates fit; you define the section title, description, required/optional, and every field and its type.
System vs custom templates
The templates above are system templates: they are built in and available to all organizations. When you “use” a template, a copy of that section (and its fields) is added to your form. Changing your form does not change the template; the template stays the same for future forms. Organizations do not create or delete system templates. You only choose a template when adding a section, then edit the resulting section and questions as needed (e.g. add or remove questions, change wording, set required, or link to the profile).After adding a template
- Reorder the section by dragging it in the form editor.
- Edit the section title or description.
- Toggle Required Section for that section.
- Add, edit, reorder, or remove questions.
- For any question, set Save to User Profile if you want the answer to update the student’s profile.