Form questions: E-Commerce blocks

This article is part of the Form question reference. It covers the blocks of the Add a new block picker's E-Commerce tab. The reference index explains how blocks are added, the form types and the options shared by most questions.

E-Commerce

Shown on Payment forms only: “These questions will generate an invoice clients can pay online or offline.” The registration blocks (Class, Multiple classes, Event with tickets, Membership) are also offered to Generic and Staff forms under Classes/memberships (“Allow someone to register to a class, to an event or to obtain a membership without paying.”); there, price options still appear but nothing is charged.

Class

Registers the respondent, or other participants, to one class or event. Walkthrough: Selling classes and events. The editor starts with Choose a class or event (or create a new one) and the note “Classes and events can be managed by going to Class/events from the Classes menu. You may define multiple forms to register participants to the same class/event but with different rules.” Multiple classes Class rules use this same editor, plus Rule name and Apply on (a class, or classes or by tags).

General options:

Option	Default	Effect
Required — “The respondent will be able to submit the form without registering.”	No	Off lets the form be submitted without choosing this class.
Hidden	No	“This class will not be shown to the client on the form. It can be used to store extra information or to trigger automations.”

Display section:

Option	Default	Effect
Subtitle	Empty	Text under the class name.
Show description after subtitle	No
Show full description (hide read more)	No
Show staff	No	“Show staff assigned to this class on the form.”
Hide schedule, Hide occurrences, Hide upcoming dates, Hide times (all day)	No	Remove those lines from the class card.
Show calendar	No	Shows the occurrences in a calendar.
Show map	No	Shows the location map.
Custom schedule	Empty	“Write the schedule your present to clients. Keep this field empty to let Activity Messenger derive it from the class schedule.”
Override with custom schedule on invoice	No	“Override with custom schedule on invoice and hide number of occurrences.”
Custom price	Empty	“Write the custom pricing you present to clients. Keep this field empty to let Activity Messenger derive it.”
Show price	No	Shows the price on the card.
Register call to action	Register	Button text.
Show number of spots?	Yes	Displayed number of spots caps the number shown; Add a (+) prefix to the displayed number of spots; Show total number of spots.
Advanced options → Show class prerequisites, Show tags of classes, Show staff of type "Resource", Show locations of type "Resource", Show only time (“If all future events are on the same day show only the hour of the events”), Add terms and conditions → Terms and conditions	No

Participant rules section. “By default, the person in the “Account owner” block is registered as the participant. Enable “Different participant” to register one or more people, such as children, colleagues, players, or guests.”

Option	Default	Effect
Different participant	No	Collects a participant other than the account owner. Not needed when the form already has a Participant/member/student question; the editor then warns to turn it off.
Multiple	No	“Allow to add multiple participants to the class.”
Participant heading, Description, Add button text	Empty	Placeholders: Player to register, Instructions shown below the heading, Add a player.
Save as an occasional participant	No	Saves the participant separately from the account instead of as an account member. Occasional participants can pay their portion.
Participant payments → Participant payment email	Empty	“At checkout, the client can pay the full invoice or send each participant a private link to pay their portion.”
Allow different occurrences per participant	No	“Available only with the Multiple Classes block’s global calendar view.”
Membership → Charge the participant for the membership if he doesn't have it	No	Choose Memberships, a Required text for membership, and Participant has membership but expires before class handling.
Add one membership when participant has none of those memberships	No	When a participant does not possess any of the following memberships → Add this membership or Or propose these memberships; Add another membership rule; Select the membership based on participant age.
Gift card	No	“Allow the parent to prepay a gift card balance for the participant.” with a label, description and Default amount.
Pre-apply promo code	None	“The promo code must be valid for a membership.”
Participant fields: Name (required), Email, Mobile, Gender, Date of birth, Grade, Other phone, Zip/Postal code, Address, Password to release custody of the child, Pairing with a friend, Authorized to leave alone, Health conditions, Allergies, Medical information, Photo, custom fields	Only Name	Each is off, Optional or Required. See Required participant fields.
Waitlist	—	Waitlist button text (“Leave blank to use “Waitlist”.”), Waitlist modal instructions, Waitlist confirmation template, Allow only one registration per participant, Show waitlist position to customers, Respect the "Who can fill this form" field, Force waitlist (“Will display the waitlist at all time even if the class is not full.”), Limit waitlist spots → Number of spots, Waitlist apply to different question, Sort by waitlist (“Push full classes/events to the bottom of the list”), Waitlist automation (notify in order or everyone, Protect registration with a password, Ignore the class registration closing date, Hours, Communication template).
Guest participants	Empty	Rows of Type, Price, Minimum, Maximum. “Guests will be added to the attendance list and will reduce the number of available spots.”

Registration rules section:

Option	Default	Effect
Registration rule	Register to all events	Also: Must pick only one event, Can pick multiple events, Can pick 1st block, 2nd block or both blocks, Must pick only one day of the week (recurring), Can pick multiple days of the week (recurring).
Limit events by day of the week → Choose days, Merge into a single selection	No
Limit events by dates	No	“Will allow the registration of participants for the events between the dates.”
Force pending status on registrations	No	The participant stays pending until an administrator registers them.
Prevent future/current double registrations	No	Same participant cannot register twice to the same class.
Allow registration after event has started	No	“This is not a pro-rata feature and should not be used as such.”
Prevent overlapping class registrations	No
Allow past registration	No	Allows registering to ended events.
Password protected → Password, Add expiration date to the password	No
Independently manage class capacity	No	“Will count how many participants are registered with this question and not the total number of participants in the class.”
Generate one-time access card	No
Offer a spot	No	“Offer a spot starting from a future date when there is availability.”
Limit the number of next events	Empty
Limit registrations per event	Empty	“If set to 1, only one registration per person will be allowed per event.”
Limit the number of days in the future a client can register to, Show availability starting at this time, Stop selling a number of days/minutes before	Empty
Hide dates without remaining spots	No
Overrides → Registration start, Ignore registration period, Override number of spots	Empty	“The value set in the class settings will be overriden by the one on the form.”

Price rules section:

Option	Default	Effect
Price rule	Price is for all events (or the organization's default)	Also Price is for one event; with recurring rules, Price is per day of the week.
Price	Empty	“Override the selling price. Leave blank to use the value defined in the class/event.”
Price for 1st blocks, Price for 2nd blocks, Label for both blocks, Label for 1st blocks, Label for 2nd blocks, 2nd blocks are not allowed	Empty	For the two-block registration rule.
Accept a coupon or promo code	No	Limit the discount to the first chosen event.
Apply linked membership rules and prices	No	“Apply exclusive access or special pricing from memberships to this class on the form.” Sub-options: Limit member price to events within membership dates, Apply member price if first event is within membership dates, Accept an active or future membership at registration, Apply member price when membership is purchased on this form, Hide membership discount mentions.
Pro rata	No	Type amount or percentage, Minimum price, Do not show as rebate, Force class price per class when availible. “When enabled, each applicable class uses its own pro-rata amount. If that amount is blank or zero, the fallback reduction in Pricing settings applies.” Pro rata and promo codes are mutually exclusive.
Pre-apply discount → Amount, Percentage, Expiration	Empty	A discount applied before checkout.
Force installments	No	“Installments will be checked by default when available.” Always require the client to use installments forces them.
Non resident fee	Off	Fee or discount with Zip/Postal codes (“One zip/postal code per line”), amount or percentage. “Different participant must be active to apply non resident fee.”
Taxes, Ledger code, Discount eligible, Override taxes, Override installments, Disable installments	Empty / No	Invoice line settings for this class.

Add-ons section:

Option	Default	Effect
Class add-ons switch — “Charge for add-ons like before or after care. Also capture options you can track in the attendance list.”	Off	Enables the section.
Include class add-ons, Include form add-ons	Off	“Use either source or both. Matching names use the class add-on. Form add-ons stay saved when switched off.” Class add-ons are edited in the class's Add-ons tab.
Allow each participant to purchase "Add-ons"	Off	Each participant picks their own add-ons.
Label, Required, Required individually, Apply the coupon or promo code	Add-ons / No	Apply to the add-on group.
Per add-on: Add-on (name), Required, Percentage (“Will calculate the price for the item from a percentage of the course price.”), Price ($ / %), Per date, Taxes, Ledger code, Discount eligible, RL-24 eligible, Radio	Before care 10, After care 10, Authorized to leave alone (no price)	A fixed price is charged once. Per date: “When enabled, customers choose the dates for the add-on. It is charged per selected date and shown on attendance for those dates.” See Offer class add-ons for specific dates. Radio turns the add-on into a choice list with a Label, Price ($ / %) and Default per option.
Booking add-ons (“Add booking options to your class.”)	Off	Rows with Add-on, locations, Price, Taxes, Ledger code, Discount eligible, RL-24 eligible, Booking type, image; Allow only one selection, Allow to choose resource.
Product add-ons (“Offer products in addition to the registration, such as uniforms or equipment.”)	Off	Rows with a product, Price, Minimum quantity, Maximum quantity, Taxes, Ledger code, Discount eligible, RL-24 eligible, Override variants price; group Label, Required, Required individually, Apply the coupon or promo code.

Multiple classes

Lists several classes with filters so the client picks from them. Guide: Multiple classes with the use of filters. Each Class rule is a Class editor applied to all classes or to specific ones; “The last rule that matches will be applied. If no rule matches, the class will be not shown.” “You need to add rules to save this questions.” Add-on fees are configured in each rule.

Option	Default	Effect
Label, Show label, Description, Hidden	—
Required mode	None	At least one class is required or All classes are required.
Choose classes or events / or by tags	Empty	Classes must match all tags instead of one of the tags, Exclude tags.
Hide passed classes, Hide classes with passed registration period, Hide full classes, Hide classes where waitlist is full	No
Limit number of overall registrations (all participants), Limit number of distinct participant registrations	Empty
Show classes in a calendar view	No	Hide hours display on calendar, Hide capacity on calendar, Show capacity as spots filled, Show prices on calendar, A class selection on the calendar is required, Show class/event description in modal, Default calendar view (Week, Month, Day).
New Weekly registration view	No	Registration options: Follow each class registration rule, Per date only, Full session only, Let clients choose per date or full session; Rolling week. Unavailable when a rule allows different occurrences per participant.
Check capacity before allowing registration, Add a line between classes, Cart	No
Display layout	Classic	Or New layout.
Show AI chat, Smart fast search, Show search in filters	No	Search aids limited to this form's classes.
Ask the filters first, Expandable filters, Start with filters open, Show filters	No
Add filter	—	Types: Custom filter, Filter by tag, Filter by day of the week, Filter by age. Each option can list Show questions. Display as: Standard filter or Grouped activities; Selection type: Use block setting, Single selection, Multiple selections. Dynamically disable unavailable filter options, Show classes with min/max age.
Product add-ons	Off	Same fields as the Class block.

Event with tickets

Sells tickets to an event. Available with the same editor sections as Class, plus:

Option	Default	Effect
Registration rule	Must pick only one event	Also Register to all events, Can pick multiple events. Price rule defaults to Price is for one event.
Tickets → Limit	Minimum 1, no maximum	“Number of tickets a customer can reserve.”
Ticket Preview	—	“Tickets will be sent by email to your client in an attached PDF.” Hide price on ticket, Hide name on ticket fields, Show ticket number, Extra information ticket line, Extra information price ticket line, ticket image.
Form used for ticket actions → Available ticket actions	Transfer the ticket only	Or Collect guest information only, Allow both actions. Allow purchasers to transfer tickets (default on).
Seat map	Optional	Configure this question's seat map, Reset to saved seat map, Hide map, Lock map, Active seat reservations, Can purchase rows or tables, Apply the question price to all seats.
Manually select which dates are available	No	“Only selected dates are available.”
Enable waitlist	No	“Customers can join when tickets are sold out or there are not enough spots for their group.”
Apply linked membership rules and prices (default on) → Maximum tickets eligible for membership price	—
Accept a coupon or promo code → Promo code per ticket, Accepted promo codes, Limit the discount to the first ticket.	No
Participant rules → Distinct first ticket holder, Is a guest, Ticket holder information fields	Name required	“By default the first ticket holder will be the account owner.”

Mass registration

Shown only for organizations flagged as a federation club. Registers many people from a client tab or form at once, with Registration (class/event), Competition type, Register affiliation price, Affiliation price season, a Sports categories filter and Extra columns.

Resource

Shown on Payment forms when the organization has bookings. Lets the client reserve a resource (room, court, cottage) for a date range or by night. Main options: Name, Hidden, Description, Type of pricing (Number of days, Price per night with Minimum number of nights required, List of date range, Dynamic pricing), Tax, Ledger code, Booking type, Resources, Override prices, Regroup resources, Automatically select first available resource, Resource images, Limit the number of reservations, Accept promo codes, Check-in time, Check-out time, Stop displaying resources a number of days/minutes before check-in, Make unavailable for a few days after booking, Disable check-in and check-out on specific days, Generate access codes on bookings, Send an email to admins when booking end, Booking reminder templates before, before the end and after the event, and Also send an SMS to the client.

Booking

Shown on Payment forms when the organization has bookings and form bookings. Books a timed appointment on a resource.

Option	Default	Effect
Name, Resource label, Description	Empty	Shown to the client.
Booking type, Resources	Empty	Resources that can be booked.
Tax, Ledger code	Empty
Duration rows (Minutes, Price)	30 min at 75, 1 hour at 115	Durations offered.
Price overrides	Empty	“Duration prices are the default. Add pricing rules to override them for specific days and times; the first matching rule is used.”
Start, End, Interval in minutes	09:00, 17:00, 30	Slot grid.
Disabled days, Disabled date ranges	Empty	“Dates and times inside these ranges cannot be selected.”
Resource selection	Show resources and select first available	Or Hide resources and randomly assign one.
Required, Hidden	No

Products

Sells catalogue products. Guide: E-Commerce questions.

Option	Default	Effect
Hide label	No
Product rows: product (New product creates one), Price, Minimum quantity, Maximum quantity, Taxes, Ledger code, Override variants price	Price 10, 0 to 100	“No tracking type is selected for this product, allowing it to be purchased even if the quantity is zero or below.” appears when inventory is not tracked.
Text of the add button (+ by default)	+
Accept a coupon or promo code	No
Show available quantity	No
Notify admins when an item is bought → Send by	No
Required, Hidden, Description, Attendance	—	See the shared options.

Membership

Sells or assigns one membership. Guide: Membership. The editor starts with Choose a membership (or create a new one): “You may define multiple forms to sell/renew the same membership but with different rules.” Add one Membership question per standalone membership.

Option	Default	Effect
Required	Yes	Off lets the form be submitted without the membership.
Hidden	No
Price	Empty	Overrides the membership price. “When a membership starts on or after a date below, that price replaces the displayed price.” shows the membership's price schedule; a form override disables it. Custom price is display text.
Accept a coupon or promo code	No
Pro-rata price	No	“Prorata price will be calculated based on the duration of the membership.”
Pre-apply promo code → Apply only to the first payment	None	“Future recurring membership invoices will be created at the regular price.”
Do not invoice or assign to an existing member	No	Checked by email address and name.
Additional memberships	Empty	“Do not assign/charge the membership if the person already has one of these.”
Activate new membership upon expiration of the current one	No
Pending approval	No	“This membership cannot be used until it is approved.”
Allow members to upload their picture → Make the picture required	No	Picture for the membership card.
Force installments	No
Start date behavior for this form	Membership rule	Override the rule and start today or Allow the client to set the start date of their membership. A forced start from a membership rule cannot be changed on the form.
Different member	No	“Use this option if the member is not the account owner or if you are selling multiple memberships on the same form.” Fields: Name, Email, Mobile, Gender, Date of birth, Grade, Other phone, Zip/Postal code, Address, Photo, custom fields; Family membership / additional members (“The account owner will pay for all family members.”); Multiple.
Ask the member to choose a recurring class schedule → Maximum weekly class choices	No, 1	Requires classes connected to the membership.
Number of allowed classes, Show all classes	0, No
Non resident fee	Off	Same as the Class block.
Taxes, Ledger code	Empty
Add-ons	Off	“Define membership add-ons on the membership before offering them on this form.” Toggle each add-on; Label, Required, Required individually, Apply the coupon or promo code.
Membership card	—	Card preview.

Gift card

Sells a gift card product: choose the gift card, Price, Minimum quantity, Maximum quantity, Ledger code, Pre-apply promo code, Hide label, Hidden, Notify admins when an item is bought, Attendance.

Donation

Collects a donation.

Option	Default	Effect
Minimum Donation Amount, Maximum Donation Amount, Default amount	Empty	“Leave blank for no restriction.”
Recurring donation frequencies	Monthly	Weekly, Every two weeks, Monthly; Force monthly donation.
Donation receipt → Include on the invoice and in the notification email sent to administrators., Receipt additional content, Signature image	Off	Receipt text uses {id}, {date}, {name}, {address}, {amount}, {signature}; “Please do not replace the text between the brackets”.
Ledger code, Required, Hidden, Description	—

Tip

Shown for one organization only. Proposes three tip percentages (5, 10, 15 by default) with a default percentage, minimum, maximum and ledger code.

Fundraising

Creates a campaign: “This component will create the donation block as well as a description block for your campaign.” Options: Campaign title, Campaign description, Goal, Show donors (default Yes), Allow message, Taxes, Ledger code.

Invoice items

Fixed items with quantities. Guide: E-Commerce questions.

Option	Default	Effect
Item rows: Item, Price, Qty, Taxes, Ledger code	Item 1 at 10, Item 2 at 5, quantity 0 to 100	Advanced options → Apply only to inactive members, Inactivity duration (days).
Additional fee → Fee, Range rules	Off, label “Shipping & handling fee”	Optional or required extra fee.
Accept promo codes → Promo codes	No	“The promo code applies only to the first invoice item.”
Prefill form → Lock quantities, Admin set ledger codes	No	“As an admin you can prefill a form and send it to a customer.”
Notify admins when an item is bought → Send by	No
Hidden, Description, Attendance	—

Variable invoice item

“Allow your client to purchase an item and to modify its description, quantity and price.” Options under Default values and constraints: Item (default item), Quantity 1 with Minimum 1 and Maximum blank, Price 10 with Minimum 0 and Maximum blank, Taxes, Ledger code, Who can edit the item, the quantity and the price? (Administrator, or Administrator and client), Hidden, Attendance.

Dynamic price

“Charge an invoice item using pricing rules based on form answers.” Options: Name, Price label, Hide quantity (“When hidden, the quantity is defaulted to 1”), Default quantity, Minimum quantity, Maximum quantity, Default price (10), Taxes, Ledger code, Pricing rules (Add rule: a Question, its Answers and a Price), Required, Hidden. “Price will be calculated on the invoice.”

Checkbox invoice items

Items the client ticks, each with optional add-ons.

Option	Default	Effect
Item rows: Item, Price, Taxes, Ledger code, and Add-on rows with their own price, taxes and ledger code	Item 1 at 10, Item 2 at 15, two add-ons each
Only charge for the highest priced item.	No
Locked	No
Required, Hidden, Description, Invoice, Attendance	—

Radio invoice items

Same as Checkbox invoice items with a single choice, plus Roster limit (“Set a limit for the number of players that can join this team.”), Roster size per item, Tags per item and Choose tag for teams (teams created from this question use the item's tags).

Auction item

Options: Minimum bid, Maximum bid, Fixed bidding increments (1), Taxes, Ledger code, Send nofication (default on: “Send notifications to the bidders whenever a higher bid is placed.”), Bid call to action (Bid), image.

Invoice contribution

“Allow someone to contribute against the balance due of an invoice.” Options: Which form and question(s) will allow us to identify the invoices? (form and question), New column name for the respondents table, Default amount, Default step (“Default 0.01”), Ledger code, Add limit to number of team members → Number of team members, Hidden.

Affiliation

Shown for sport federation organizations. Options: Season, Filters (Category, Discipline), Group by, Validation on date of birth (“Block submission of the form if the selected age category does not match the date of birth of the participant.”).

Multiple age categories

Shown when the organization has gym federation settings. Lists categories with a Title, Age constraint, Price and Product code(SKU); Process affiliations, Use season, Validation on date of birth, Include prices and product codes(SKU).