How to Setup Custom Registration Questions

Modified on Fri, 28 Aug at 4:06 PM

Custom Registration Questions let you collect additional information from students during enrollment — employer name, employee ID, dietary needs, waiver confirmation, or anything else your training program requires. Questions can be required or optional and can apply to all courses or specific ones.

Before You Begin

Decide what information you need from students and which question type best captures it (text, choice, or file upload).
Decide whether the question should be required or optional, and whether it applies to all courses or specific ones.

Step-by-Step Instructions

Step 1: Create a Question

From the sidebar, go to Enrollments.
In the Enrollments section sidebar, click Enrollment Settings.
Click the Registration Questions tab.
Click + Add Question.
Select a Question Type:
- Text Box — open-ended short text.
- Radio Buttons — single choice from a list.
- Checkboxes — multi-select from a list.
- Dropdown — single choice from a dropdown.
- File Upload — student uploads a document.
Enter the Question Text.
Set Max Input Length for text box questions if needed.
Toggle Required ON if the student must answer before completing registration.
Toggle Active ON to make the question live.
In Apply to Courses, select specific courses or leave blank to apply to all.
Click Save.

Step 2: View Student Answers

Go to Enrollments > List view.
Click an individual enrollment to open its detail view.
Custom question answers appear alongside the standard enrollment fields.

✔ Export for pre-class prep: The Enrollments Export includes custom question answers. Export before class to review dietary needs, equipment requirements, or employer data without opening each enrollment individually.

Best Practices

Use a Group Name for related questions (e.g., "Patient Personal Information") so they display together under a heading on the enrollment form.
Only mark questions Required if the answer is truly necessary to proceed — unnecessary required fields can cause registration drop-off.
Scope questions to specific courses with Apply to Courses when they're only relevant to certain training types.
Export enrollment data before class day to review answers in bulk rather than opening each record individually.

Frequently Asked Questions

Question	Answer
Can a registration question apply to only some courses?	Yes. In Apply to Courses, select specific courses, or leave the field blank to apply the question to all courses.
What question types are available?	Text Box, Radio Buttons, Checkboxes, Dropdown, and File Upload.
Where can I see all the answers at once instead of opening each enrollment?	Use the Enrollments Export, which includes custom question answers alongside standard enrollment fields.

✔ You're all set. Your custom registration question is live and will now appear on the enrollment form for the courses you selected.