An open ring binder of card pockets lying flat, a blank card slotted into every pocket, with three cards standing proud of theirs and each marked with a ticked circle
Contacts2 min read

Sign people up for my event, class or workshop

“Sign me up for the fair on the 12th” is a form built around one event, on one date, asking exactly the questions you need answered before the day - nothing more.

The prompt

“Add a registration form to my site for [event name] on [date]. Ask for [the questions you need - e.g. name, email, which session, dietary needs]. Give [a question] as a drop-down list of [options], and [another question] as tick boxes where people tick any that apply: [options]. If people must accept my conditions, add a required box linking to [conditions page]. Keep any marketing sign-up as a separate, unticked box, not part of registering.”

Signed in, Get my prompt fills in your site for you. Otherwise press Copy and fill in the [bracketed] parts. First time? Connect your AI to bernard once: Use your own AI (opens in a new tab).

How it works

  1. Describe the event and what you need to know. The date, and the actual questions - which session, any dietary needs, how many are coming. Bernard writes a form around those, not a generic one you have to trim down. A question can be a drop-down list (pick one), a yes or no tick box, or a set of tick boxes (tick any that apply); give the options and only those can be sent. Each one has its own label, so the form works with a keyboard and a screen reader.
  2. Try it, then approve. The preview’s form really works - fill it in yourself and watch the test registration land in your contacts (see Capture leads with a signup form for how trying a form from the preview behaves). Approve the preview, and it’s live. Anyone who registers lands in your contacts (see Where do the people who buy, join or ask end up?), with their answers attached to their record.
  3. Add a conditions box if people must accept your terms. For a hall hire, a class with a waiver or any booking with rules, ask for a required “I accept the conditions” box with a link to the page that lists them. The form cannot be sent until it is ticked, and the registration records the wording they accepted. It is not a marketing box and never counts as one.
  4. Add a marketing box if you want one - kept separate. If you’d also like to tell registrants about future fairs, that’s its own optional box underneath, starting unticked, exactly like Trade a PDF for someone’s email address. Registering for this event is not, by itself, an invitation to market anything else.

What registering covers, and what it doesn’t

Signing up for the fair on the 12th is a plain agreement to hear what’s needed about that event - a reminder the day before, a change of venue, parking instructions. It doesn’t extend to your general mailing list, and it doesn’t extend to your next fair in the autumn, however related that feels to you. Each ask needs its own yes; see When do I need someone’s permission to email them? for the full picture.

Questions people ask

What can I ask on a registration form?
Whatever you actually need to run the event - a name, an email, which session or time slot, dietary needs, anything specific to what you’re organising. Ask for what you need and nothing more; a shorter form gets more people through it.
Can people pick from a list or tick boxes?
Yes. Ask for a question as a drop-down list (pick one, such as country or which session), a single yes or no tick box, or a set of tick boxes to tick any that apply (such as sectors or interests). Say the options in the words you want to read back, because those exact words are stored with each registration and only they can be sent. You can make a list or a set of tick boxes required. File uploads aren’t available yet.
Does registering for the fair mean I can email them about my next one?
Not automatically. Registering for a specific event on a specific date is agreement to be told what they need to know about that event - a reminder, a change of time, where to park. It isn’t agreement to hear about your next fair six months later; that needs its own separate ask, same as any other marketing box.
Can I close the form once it’s full?
Yes - tell Bernard the date or the number you want to cap it at, and ask for it to be taken down or replaced with a ‘fully booked’ message. Like any change, it goes onto a draft and waits for your approval before it’s live.
Where do the answers go?
Straight into your contacts, against that person’s record, so you can see at a glance who’s coming and what they told you, dietary needs and all, without digging through emails.
Can people agree to my booking terms or hire conditions on the form?
Yes. Ask Bernard for a ‘conditions’ box, say the sentence people agree to (for example ‘I accept the hall hire conditions’), and give the page where your conditions are written. The box starts unticked, and the form cannot be sent until the visitor ticks it. Each registration records the exact wording they accepted.
Does accepting my conditions mean they agreed to marketing?
No. Accepting your conditions is part of booking. It is not permission to send them marketing, and it never counts as that. If you also want to send news, add the separate marketing box - it starts unticked and is their own choice.

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