1. CHURCH OFFICE, FORMATION OFFICE, AND MINISTRY SCHEDULER ONLINE FORMS
Thursday June 1st
3:10-4:20 P.M.
Heather Learn

2. INTRODUCTION
Registering families/ministers online is an easy option to get new families/ministers to sign up online.
You can also have your families/ministers update information with the online forms
You can easily pull in the new and updated information into the programs
Once the forms are created your website manager can place them on your website for everyone to access

3. CHURCH OFFICE ONLINE FORM
In order to set up the online form in Church Office we will go under Families>Processes> Family Online Registration
You can also access this screen by selecting Processes from the top menu>Family Processes>Family Online Registration

4. CREATE WEB REGISTRATION FORM
The first step will be to select the Create the Web Registration Form.
Website Management Options allows you to select our Extend Platform (if you are currently using it).
If you are not using Extend then you will need to select None-Use Other Service
This will create the files and form for your website manager to post to your website

5. FORM NAMES, PICTURE, AND SECTIONS TO INCLUDE ON THE FORM
Here you can set up a picture, a brief introduction, and which sections you would like to add to the online form
If Sacraments, Keywords, or Pledges were selected, this screen allows you to set up which ones will appear online

6. SELECT FIELDS AND SETTING UP RETURN MESSAGE
This screen sets up the address that will be notified when people register online, the return to the families that register and a website for them to be redirected to
These are the fields that will be included and which fields you would like to be required. You can also preview the form from this screen.

7. REGISTRATION LAYOUT SCREEN
The Registration Layout Screen is the final screen
We recommend selecting the Mobile-Friendly view if majority of your families will use tablets, iPads, phones, etc.
You can create multiple files or a single file
Decide to store files on your computer or use FTP to transfer files
Select where to save these files
If you have built a form prior, select to Overwrite the CSS files (if selecting multiple files)

8. CHECK AND REGISTER FAMILIES
After your families have started registering and updating their information online you will go back to Family Processes
Click on Register Families Online
Select Check and Register Families

9. REGISTRATION FORMS TO PROCESS
The next screen shows you the list of families that have registered online
Select which family, and if they are new- process them, if they are an existing family- select which lines to keep/update

10. EXAMPLE OF THE ONLINE FORM WITH ALL SECTIONS MARKED TO SHOW ON FORM

11. FORMATION OFFICE ONLINE FORM
In order to set up the online form in Formation Office we will go under Students>Processes> Register Families and Enroll Students Online
You can also access this screen by selecting from the top menu Processes>Student Processes>Register Families and Enroll Students Online

12. CREATE WEB REGISTRATION FORM
Select Create the Web Registration Form.
Website Management Options allows you to select our Extend Platform (if you are currently using it).
If you are not using Extend then you will want to select None-Use Other Service
This will create the files and form for your website manager to post to your website

13. FORM NAMES, PICTURE, AND SECTIONS TO INCLUDE ON THE FORM
Here you can set up a picture, a brief introduction, and which sections you would like to add to the online form-Notice you will now see Student sections in Formation online Form
If Sacraments and Keywords are selected, this screen allows you to set up which ones will appear online. You also can choose to add in any Student Remarks section you would like to put on the Online Form

14. SELECT CLASSES AND FIELDS TO INCLUDE
This screen allows you to show classes on your form or not; and how many classes the family can select. You can also display Registration Fees.
These are the fields that will be included and fields you would like to be required. You also can preview the form from this screen.

15. RETURN MESSAGE AND LAYOUT SCREEN
The layout screen is where you choose the file format for your online form, how and where it will be stored and Overwrite the CSS file if you have built in the Form in the past
Here you will set up the return address, message to the family and any site you would like to redirect your families to; possibly an online payment site to pay for Registration Fees.

16. CHECK AND REGISTER FAMILIES
After your families have started registering and updating their information online you will go back to Student Processes
Click on Register Families and Enroll Students Online
Select Check and register Families with Students

17. REGISTRATION FORMS TO PROCESS
The next screen shows the list of families with students that have registered online
Select which family, and if they are new- process them; if they are existing family- select which lines to keep/update. With Formation you will now see the Class field

18. EXAMPLE OF THE FORMATION ONLINE FORM WITH ALL AREAS SELECTED TO SHOW ON THE FORM
YOU WILL SEE CLASS CHOICES AND STUDENT CONTACTS ON THIS FORM

19. MINISTRY SCHEDULER ONLINE FORM
In order to set up the online form in Ministry Scheduler we will go under Ministers>Processes> Minister Online Registration
You can also access this screen by selecting from the top Menu Process>Minister Processes> Minister Online Registration

20. CREATE ONLINE WEB FORM
This is the same process as the other online forms.
Select to Create the Web Registration Form
Select Extend if you are using our platform
If you are not, choose the None-Use other service and your website manager will be able to use these files to add this form to your Parish website

21. FORM NAME, PICTURE, AND USER DEFINED FIELDS
If Keywords were selected, this screen allows you to set up which ones will appear online.
Here you can set up a picture, a brief introduction, and which sections you would like to add to the online form. These are now sections for the Ministers.

22. SELECT FIELDS AND RETURN EMAIL MESSAGE
These are the fields that will be included and then which fields you would like to be required. You will also be able to preview the form from this screen.
Here you will set up the return address, message to the Minister and any site you would like to redirect your Ministers to

23. ONLINE FORM LAYOUT SCREEN
This is the final screen before creating your web form
Select how you would like to store your files
Where you would like to store your files
Overwrite your CSS file if you have built this form in the past
Notice you do not have the option in Ministry Scheduler to choose multiple files or single files? You can only build multiple files in this program

24. CHECK AND REGISTER MINISTERS
Then you can select which Minister information to pull in
If they are a new Minister all their information will be added in
If they are an existing Minister you will select which information to keep and update
Once the Ministers register online you will go back to Ministers > Processes> Check and register Ministers

25. EXAMPLE OF THE MINISTRY SCHEDULER ONLINE FORM WITH ALL OPTIONS SELECTED