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Adding students: Additional fields in forms

David Chong avatar
Written by David Chong
Updated over 3 weeks ago

Adding students is only available on the Advanced and Premium Plans.

You can add students directly to training sessions with just an email address and name. However, if you want to add additional fields such as their tax identification number, company, employee number, etc., you must first register them in a form and then add them. To do this, go to the forms section and create a new form:

Create the form (remember to give it a proper name) and assign it to the formation you want:

Once you've created a form for these fields, you don't need to create a separate form for each training session. You just need to add the fields to this form without affecting the rest of your training sessions.

Example:

If you want to add students to Course A with the additional fields "ID", "Employee Number", and "Address", you must create the form, add these fields, and assign it to Course A. If you want to add students to Course B with the additional "Company" field, go back to the same form and add the Company field, without changing anything. This enables the new "Company" field to be manually added to any of your training sessions. What this means is that every time you manually add students with the fields "ID", "Employee Number", "Address" and "Company" in any other training, since the important thing is that the field is created only once.

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