When people register for events or interviews using one of your registration forms, their names, payments due, registration status, and the date they submitted the form appear in a Registrants list on the overview page for the event, interview, or form. These are the default columns for the registrant list.

You can customize this data with exports of your choice by adding custom list fields to the form.

Customizing the Registrants columns

You can replace default registration columns in forms, events, and interviews with custom columns.

For events and Scheduler slots, these custom registration columns carry over to Launch Check In.

To customize the registration columns:

1. Go to Forms, Events, or Scheduler.

2. Select a form, event, or interview.

3. Select Edit Form.

4. Select Edit Properties.

5. Under Custom List Fields, select Export.

6. Add one or more exports.

7. Double-click the export to configure its details; for example, by adding a format mask to a date.

8. Select Save.

💡 Not seeing new form fields?

Break the cache on your form by removing all the current custom list fields in Edit Properties, saving, and then re-adding them.

Changing column width

The size of a custom column can be customized by entering the number of pixels or the width percentage desired within the Display Width section. For example:

• Setting the column sizes using pixels
  

• Setting the sizes using percentages

  

💡 Tip

If a custom field connected to the user prompts should display the user name in the column, rather than the user ID, the SQL snippet below can be used to adjust the format of the export.

(select [name] from [user] where [user] = @val)

To use this format mask, select Custom SQL for the format type of the export and save this code in the Format Mask setting.

Self-service rescheduling

Registrants can reschedule their planned attendance of events within the same template with registrant-side rescheduling.

Configuring an event to allow rescheduling

To allow rescheduling:

1. Go to Events.

2. Select an event template.

3. Select Edit.

4. Select the Rescheduling tab.

5. Select Allow Rescheduling.

6. Specify the following configurations:

   • Reschedule Folders: Select the event folders that registrants will be able to reschedule for.

   • Include Current Folder: Check this box if rescheduling should be allowed for the current folder.

   • Date Range Start: Include a date range start, if desired. If left blank, it will default to a week prior to the event originally registered for.

   • Date Range End: Include a data range end. For example, 90 days.

   • Unavailable Message: Include a message to be displayed if there are no upcoming events in the dates range.
     

7. Select Save.

Related events

This feature is currently only available for registrations that do not include related events. If a registrant uses this feature on a master event with related events selected, those related events will not carry through to the rescheduled registration.

📝 To reschedule a registration that includes related events, registrants must cancel their registrations, which cancels the related events as well, and re-register.

Rescheduling with date ranges

In an event, the Date Range Start and Date Range End settings are relative to the date being rescheduled.

If a registrant tries to reschedule an event taking place on January 31 that has a Date Range Start of 30 and a Date Range End of 60, they will see eligible events that range from March 2 to April 1.

Upon registering, registrants will now be given the option to reschedule based on the configurations specified above.

Rescheduling with templates

Registrants can reschedule events within a template. When selecting folders, select folders that represent events within the same template.

Rescheduling with export keys

Rescheduling should only be used when the form responses associated with the event relate to or create records in Slate. If the form only uses export keys (rather than system fields), do not use this feature.

Rescheduling an event/interview will only transfer data points from the form that are mapped to system fields – think of the rescheduled form as a new form that is pre-filled by system field information only. If the registration form includes a number of unmapped form fields that are important to your process, then follow our best practice recommendation for rescheduling.