Client Application Form
Configuration Settings

1) General Settings

  1. Go to: Configuration >> Organization Settings >> Application Form Settings and select the “Client Application Form”. You will see whether or not the application form is currently enabled (i.e. clients can submit an application) or disabled (i.e. clients cannot submit an application).
  2. Scroll to the “General Settings” section and select the desired options:
    • New clients require approval: If checked, the profile will be created with a status of “Applicant”. If not checked, the profile will be created with a status of “Accepted”.
    • Automatically send an email to new clients after the volunteer application form is filled out: If checked, the email message typed in the box below will be sent out to clients once they complete your application form (including the second page with any custom fields that are required)

      TIP

      Use the “Insert >> First Name” feature in the mail message box and the automated email will be personally addressed to the client.
    • Disable this application application form: If checked, clients will not be able to submit their application to your organization. Enter the desired “Disabled Application Form Message” that your applicants will see to inform them that you are not accepting applications (using this form) at this time.

(If this is all you are changing, scroll to the bottom and click the [Save] button, otherwise continue on to the next section.)

2) Step One Settings

  1. Go to: Configuration >> Organization Settings >> Application Form Settings and select the “Client Application Form”. You will see whether or not the application form is currently enabled (i.e. clients can submit an application) or disabled (i.e. clients cannot submit an application).
  2. Scroll to the “Step One Settings” section (the options on the introductory screens of your application form) and select the desired options:
    • Show the birthdate field and require clients to enter it: If checked a birthdate field will be added to you application form
    • Require clients to accept your client policies as the first step in filling out the volunteer application form: If checked, clients will have to tick a box to indicated that they have read, and agreed with, the policies you list in the box below this field.

(If this is all you are changing, scroll to the bottom and click the [Save] button, otherwise continue on to the next section.)

3) Step Two Settings

  1. Go to: Configuration >> Organization Settings >> Application Form Settings and select the “Client Application Form”. You will see whether or not the application form is currently enabled (i.e. clients can submit an application) or disabled (i.e. clients cannot submit an application).
  2. Scroll to the “Step Two Settings” section (the fields you have created for your application form) and select the desired options (they are all optional):
    • Custom Field Form Header: Some organizations like to add some verbiage to application form right above the Custom Field Section. It’s completely optional but this is where you would add it if you want to.
    • Override notice to complete application form text: You can override the default message that would appear to applicants, reminding them to complete the entire application form. You also have the option to “put this message inside a notice container” so that it will take on any of the Branding settings you may have defined and to “include this message at the bottom of the application form” (in addition to appearing at the top).

(If this is all you are changing, scroll to the bottom and click the [Save] button, otherwise continue on to the next section.)

4) Application Complete Settings

  1. Go to: Configuration >> Organization Settings >> Application Form Settings and select the “Client Application Form”. You will see whether or not the application form is currently enabled (i.e. clients can submit an application) or disabled (i.e. clients cannot submit an application).
  2. Scroll to the “Application Complete Settings” section if you wish to override the default text on the application complete page and select the desired options:
    • Text to show when the application is complete: You can override the text that will display to the applicant once they have completed the application form.
  3. Click the [Save] button

 

Interactive Sample Form

To get an idea of what the clients will see when they apply, click the green [Interactive Sample Form] button. This will allow you to see how the application form is configured.

Note

1. Your banner graphic will appear at the top of the page when volunteers apply but it does not show up here.
2. You do not need to fill anything in when you go through this sample form. 🙂

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