FormsForms

Forms

Use Forms in Campium to collect structured information from families, students, or staff, and manage their submissions in one place.

Overview

Forms in Campium help you collect structured information from your community and keep those responses connected to your existing data. Typical examples include collecting registrations, preferences, acknowledgments, or other structured inputs that you need to track over time.

Open Forms from the main navigation as a top-level left hand navigation item labeled Forms.

On the parent portal, registration forms, standard forms, and reference forms use a stepped layout (sections, Continue, and the same preview strip you see in admin). That layout is on for every camp.

Some tabs and options inside a form are conditional based on the Form Type you select. For example, Registration forms include a Products Layout tab, and Upload a File forms hide the Questions tab.

Read the Status column on the Forms list

On the Forms list, the Status column shows whether each form is available right now:

Badge or lineMeaning
LiveThe form is within its Start Date and End Date, and Visibility is Visible.
HiddenThe form is within its date window, but Visibility is Hidden.
InactiveThe form is outside its date window (before Start Date or after End Date).
Opens followed by a date (and time when needed)The form's Start Date is still in the future. Use this to confirm when an inactive form will become available.

If a form shows Inactive and Opens, families cannot see it on the portal until that open date, even when recipients and other settings look correct.

One family cannot find the form on the parent site, and the Forms list still says Live? Open their profile and click Check Permissions. The result tells you whether dates, Visibility, or a Recipients field is hiding it. See Can't find a form on the parent portal.

Edit Open / Close on the Forms list

The Open / Close column shows when the form window starts and ends. Click the cell to edit without opening the form. Lines are labeled Opens and Closes. Empty cells show No dates set. Enter the date and time, then Save (or Cancel). After you save, the Status badge on that row refreshes to match the new window. You still need the Manage Forms permission. You can also set Start Date and End Date on the form Settings tab.

Recently deleted forms

Deleting a form from the Forms list, or removing one person's copy of a form from their profile Forms tab, moves it to trash instead of erasing it right away.

  1. Confirm the delete. Whole-form delete asks: Are you sure you want to delete this form? Every response to it is deleted too. You can restore it from Recently deleted for 30 days. Removing one person's copy asks: Are you sure you want to remove this form? You can restore it from Recently deleted for 30 days.
  2. After delete, a toast can include Undo so you can restore immediately.
  3. On the Forms list, click Recently deleted. On a profile Forms tab, use the Recently deleted link.
  4. The Recently deleted forms dialog lists Form, what was deleted (the whole form with every response, or one person's response), Deleted, and Restore. Empty state: Nothing was deleted in the last 30 days.
  5. Helper text: deleted forms stay for 30 days, then they are gone for good.

If you restore a person's response while they already have a newer copy of the same form, Campium asks whether to replace their current copy (the current copy then moves to Recently deleted).

Read the availability badge in the form editor

When you open a form, an availability badge appears beside the form name on every tab (and as the leading chip on the status row in Guided Season Setup). It reflects whether the form would show on the Portal right now, based on Visibility and Start Date / End Date:

BadgeMeaning
HiddenVisibility is Hidden (hidden from the portal).
No dates setThe form needs a start and end date to open.
ScheduledThe form opens on a future Start Date (the badge meta shows when).
ClosedThe End Date has passed.
OpenThe form is visible on the Portal through the End Date.

After you click Save Settings, the badge updates without a full page reload.

Create a new form

Use the New Form button on the Forms list to start a new form and configure its core behavior.

Open the Forms list

  • From the main Campium navigation, select Forms.

You should see a list of forms and a primary action button labeled New Form.

Start a new form

  • Click the New Form button at the top of the list.
  • Campium opens the form editor with the Settings tab active.

The editor shows additional tabs such as Recipients, Questions, and Responses, and may show Products Layout depending on the Form Type.

Complete required Settings fields

In the Settings tab, fill out all required fields before saving:

  • Core details
    • Form Name (required)
    • Form Type (required)
    • Season (required)
    • Description (optional text that appears beneath the form name on the Portal)

Who the form is for is set on the Recipients tab, not here.

  • Availability
    • Start Date and End Date (required; control when the form is available on the Portal)
    • Cutoff Date (optional; set a different business cutoff than the End Date if needed)
  • Visibility and locking
    • Visibility (Visible or Hidden)
    • Lock Form After Completion (Yes or No)
    • Show Question Numbers? (toggle to display question numbering on the form)
  • Statuses after completion
    • Form Status After Completion (required)
    • User Status After Completion (required)
  • Fees and payments
    • Application Fee and Manage Fees options
    • Show # of spots left on the form
    • Enable Payment Plan
    • Allow User To Pay Later
    • Pay In Full Upon Registration
    • Due Date for payment plan or pay-later balances
    • Default Payment To (which account or category receives payments)
    • Minimum deposit settings including override amount and scope
  • Discounts
    • Discount settings panel, including:
      • Allow Discounts
      • Multiple Discounts
      • Auto-Apply Discounts
      • Pay In Full Discount settings for enabling the discount and overriding the default amount or percent on a per-form basis
  • Email settings
    • Admin Notifications when forms are submitted
    • Approved Template
    • Pending Template
    • Rejected Template
  • Custom text
    • Button Text (required label for the submit button)
    • Thank You Message
    • Form Header Text
    • Product Selection Header
    • Cart Header text areas

The value you choose for Form Type controls which tabs appear (for example, Products Layout vs. Questions) and how users interact with the form.

Choose a Form Type

Select a Form Type based on what you are collecting:

  • Registration (With Products) — used when families or users need to register and optionally purchase products; shows the Products Layout tab.
  • Standard (No Products for Purchase) — used for typical questionnaires, acknowledgments, or preference forms without products to buy.
  • Upload a File — used when the primary action is uploading documents; hides the Questions tab.

Changing the Form Type changes which configuration tabs appear in the editor.

Save Settings to create the form

  • After completing the required fields and initial settings, click the Save Settings button.
  • Campium saves the form record and keeps you in the editor so you can configure Recipients, Questions, and other options.

When the save is successful, the current tab stays active and additional tabs remain available for further configuration.

Tabs inside a form

Each form opens in a tabbed editor with consistent tab labels and order. Some tabs appear only for specific Form Types.

Settings tab

Use Settings to define the core behavior and lifecycle of the form.

  • Sets the Form Name, Form Type, and Season.
  • Defines the Start Date, End Date, and optional Cutoff Date for when the form is available and when business actions stop.
  • Controls Visibility (Visible or Hidden) so you can prepare forms in advance or hide completed workflows.
  • Lets you enable or disable Lock Form After Completion, which prevents users from changing responses once submitted.
  • Sets Form Status After Completion and User Status After Completion, which determine back-office status values after a user finishes the form.
  • Includes fee, payment, discount, email, and custom text panels that control how the form behaves for registrations and payments.
  • Includes a bottom sticky action bar with Save Settings. The bar shows Your settings save automatically. Changing a Settings control also saves on its own. Typing in a text field saves after a short pause (you do not need to leave the field). After a save the status becomes Saved just now., then Last saved a moment ago. While a save is in progress, the button reads Saving... Typing saves update the status bar only; they do not show a separate success toast. Errors still show a toast.

You must complete Settings and save before the form behaves correctly for recipients.

Products Layout tab (conditional)

The Products Layout tab appears only when the Form Type is Registration (With Products).

The label on this tab is dynamic. It reflects the product terminology configured for your camp, so it may read as Sessions Layout (or another product name) rather than Products Layout.

  • Lets you configure how products appear within the registration workflow.
  • Aligns products with the registration form so families can select and purchase items as part of completion.

On the live products selection page (list and grid layouts, and admin layout preview), sessions and products that have start and end dates show that range under the name (for example Jun 22 - Jun 26, 2026). Dropdown options can include the same range in parentheses after the name. Rows without dates show the name only. When Special Weeks is on, week choices can show their dates under each week label the same way. See Special Weeks.

If you select a different Form Type (Standard or Upload a File), this tab does not appear.

How a layout group appears

On the layout tab, use New layout group or Edit Layout Group to organize sessions or products into groups families see during registration.

Under How this group appears, choose:

  • List - every option is visible: each option shows as a checkbox (the default).
  • Dropdown - options are picked from a menu: families pick from a menu instead of scrolling a long checkbox list. Prefer this when a group holds many options.

Combine that choice with Allow multiple selections in this group:

  • Dropdown with multiple selections off: families pick one option (Select one).
  • Dropdown with multiple selections on: families pick several options from a searchable menu (for example Select sessions, using your product wording).

Other group options stay the same: Do not display the heading for this Layout Group, Require the user to select at least one item from this group, and Save Group. On the layout tab, groups set to dropdown show a Dropdown badge.

Continue on the product selection page

On a live registration form, the product selection step holds Continue closed until the family picks at least one available session or product (checkboxes, dropdown groups, or a food quantity greater than zero all count). A short hint under the button uses your product wording, for example Choose a session to continue.

When the page shows only one selectable session (not locked, not food-only, and not already unavailable), that session is checked automatically so the family can continue without an extra click. Multi-session pages are unchanged.

Food-only pages are not held closed: ordering no food is a valid answer. If every option on the page is already purchased, full, or wait listed, Continue stays enabled and a warning explains why nothing can be selected (for example that all sessions shown are full). Already-purchased rows that appear pre-checked and disabled do not count as a new choice.

Admin Preview of the product selection page keeps Continue review-only (nothing is saved), and shows a Parent view strip above the button. The strip reports Continue closed or Continue open, with the same parent hint families would see (for example Select 1 more week to continue. or Choose a session to continue.). When the gate is clear, the hint reads Nothing is blocking Continue. Preview still notes that the continue button does not work in preview. When Special Weeks is on, Preview (and Guided setup Sessions selection) also shows the Which weeks will you attend? block so you can check the week count gate without publishing.

Recipients tab

Use the Recipients tab to control who the form is for and who can see it.

  • At the top, choose who the form is about:
    • Registration forms: Who is this registration for? with helper text Pick who attends, not who fills the form out. Guardians already complete it for campers. (Your camper wording may differ.)
    • Other forms: Who is this form for? with helper text Pick who the form is about. Add Guardians only if they are the ones attending.
  • Under How to apply this form, choose To all the Active/Inactive/Pending user types selected above or Only people who match the filters below.
  • If you add a Parent or Guardian type, Campium asks Will guardians be attending these sessions? (or your product wording). Choose Yes, they attend to keep them, or No to remove that type.
  • Shows any warnings related to missing or incomplete recipient configuration, and uses a warning icon next to Recipients when there is a configuration issue.

Configure recipients before publishing or communicating about the form so your target audience can see and complete it.

Questions tab (conditional)

The Questions tab controls the structured prompts users see when they complete the form.

  • Lets you add, edit, and order questions that collect the data you need.
  • Supports different question types depending on your Campium configuration, such as text fields, choices, or other input types.
  • Toolbar: New Question, Add from Library, Add Section Header, Preview Form.
  • Each row starts with a drag grip (Drag to reorder), then the question number, then an Actions menu (vertical dots) with Edit, Move to position, and Delete. The question text is also a clickable Edit link.

For Upload a File forms, Campium hides the Questions tab. In those forms, the primary interaction is file upload rather than answering questions.

On the parent portal, file uploads show helper text JPG, PNG, or PDF · up to 16 MB. Files larger than 16 MB are rejected with a clear error that names the size limit. Supported formats are JPG, PNG, and PDF. After a successful upload, the row status badge updates to Received right away (it does not stay on Not Started until the page reloads).

Move a question to a position

Drag the grip to reorder, or jump a question by number:

  1. Open Forms, open the form, then open the Questions tab.
  2. Clear the table search box if you used it. Moving or reordering while filtered fails with: Clear the search box first, so every question shows in the list you are moving within. (or the matching message when saving order).
  3. Open the row Actions menu and choose Move to position.
  4. In Move Question, set Position (the number this question should have) and/or Or place it after (Place it after for section headers). Use Top of the form to put it first.
  5. Click Move.

Field Size on a text question

When you Edit a text question (not a signature), Field Size offers Regular or Large. Helper text: Large shows a bigger box. This is the same size as the profile field, so changing it updates the profile and every form that uses this field.

This is the visual size of the input (regular single-line vs a larger multi-line box), not a character limit. The same control lives on Admin → Profile Fields. See Profile Fields.

Click Save Question to apply.

Responses tab

Use the Responses tab to track progress and work with submitted data.

  • Groups users by response status:
    • Not Started
    • In Progress
    • Pending
    • Approved
  • Loads a responses table that lists individual responses for the current form.
  • Provides a central place to review who has completed the form, who still needs to respond, and which submissions you have approved.

Change status and open a response

On the responses table:

  • Click the Status value on a row to change it. The menu includes Reset to In Progress, Approve, Pending Approval, Reject, and Delete.
  • Use the View column (eye icon) to open that person's responses in a new tab. The row menu still includes View Responses as well.
  • Use the filled primary Print dropdown for Print All, Print Approved, or Print Pending. Bulk Approve stays beside it. Those dialogs include a Layout choice:
    • Compact: Smaller type and tighter spacing. Keeps answers on fewer pages when possible.
    • Expanded: Text answers print under the question. Other answers stay on the same line. Your layout choice is saved for you as an admin (it follows you across browsers). Single-response print (Print Responses → Open PDF) uses the same Layout block, plus optional Include uploaded files / Print files at full page size. Profile Forms print and Staff Hub completed-form print use the same dialog.

When the form has reference submissions, the table also shows a Reference For column (the applicant, linked to their profile), and Primary Email shows the reference's invitation email.

Question type labels

When you add a question, the multiple-choice types are labeled Choose One and Choose Many (not the longer "Multiple Choice" names). The same short labels appear in the Field Library and related type lists.

Add a note on a form response

Use the Note column on the responses table when you need a short staff-only reminder about a submission (for example, a follow-up call or an exception).

  1. Open Forms in the left navigation.
  2. Open the form, then select the Responses tab.
  3. In the Note column, click Click to add note (or the existing note text).
  4. In the Response note dialog, enter the note, then click Save.

Clearing the text and saving removes the note. Parents do not see these notes.

Use the Print controls on the Responses tab (or the print icon on a profile / Staff Hub completed form) to generate a PDF. Choose Layout before you confirm:

  • Compact: smaller type and tighter spacing when you want fewer pages.
  • Expanded: text answers print under the question; other answers stay on the same line.

Your choice is saved for you as an admin and is used the next time you print. Confirm bulk jobs with Yes, Generate PDF.

You can also print from the dashboard Quick Access Forms card. Open the form's menu and choose Print (Registration and Standard forms only; Upload a File forms do not show Print). The Print Responses dialog lets you choose Approved and Pending (default), Approved only, or Pending only, plus Layout. Intro: Build one PDF of this form's responses. You will get an email when it is ready. Helper: In Progress responses are not included. Confirm with Print. This uses the same background job as Print All on the Responses tab.

When a form completion email attaches a PDF, each staff recipient gets the layout they last chose in the admin portal.

What families see when a form save fails

On the parent portal, if answers cannot be saved, the form does not claim success. Families see a clear error at the top of the page, their answers stay on the form, and the submit button changes to Try Again.

Typical messages include:

  • We could not save part of this form. with the section that failed (for example Guardian 1 information, Guardian 2 information, or camper information), plus Nothing you typed is lost. and a short Reference code for support.
  • A generic We could not save this form. message when the portal cannot reach the server or gets an unexpected response (instead of leaving the button stuck on Saving...).

Families can press Try Again, refresh the page, or come back later and continue. The message also links to contact the camp if the problem keeps happening.

Guardian 2 first and last name

If a family fills in any Guardian 2 field, they must enter both a first and last name for Guardian 2 before the form can save. Without the name, Campium cannot create the second guardian, so the other Guardian 2 details would be lost.

The error reads: Please enter both a first and last name for Guardian 2. It explains that the name is required to save the other Guardian 2 details, and that families with no second guardian should clear the Guardian 2 fields and continue.

An empty Guardian 2 section stays valid, so single-guardian families are not blocked.

Preview a form without saving

Use Preview Form when you want to walk through the form layout on the parent portal without creating a real submission.

This is different from Test Mode. Test Mode lets staff open the live form on the portal and can create real responses. Preview Form never saves answers.

Open the preview

  1. Open Forms in the left navigation.
  2. Open the form you want to review.
  3. Choose one of these entry points:
    • On the Questions tab, click Preview Form.
    • On the Settings tab, under Form Header Text, click Preview Form.
    • For a registration form, under the product selection header text, click Preview Sessions Selection Page (the label uses your camp's product wording, such as Sessions).

The preview opens on the parent portal with a banner that says you are viewing a PREVIEW and that nothing is saved.

  • Registration forms: You are viewing a PREVIEW - nothing is saved. Click Continue to review the Sessions selection page. (The product wording matches your camp, for example Sessions.)
  • Standard, staff, and other non-registration forms: You are viewing a PREVIEW - nothing is saved. Click Submit to see the thank you message.

Continue to the product selection preview

On a registration form preview:

  1. Review the questions page.
  2. Click Continue.
  3. Campium opens the product selection preview so you can review that page too. Nothing is saved on either page.

On the product selection preview, selections and the continue control stay review-only. Use the Parent view strip to see whether Continue would be closed or open for a parent, and why. Use the separate Preview Sessions Selection Page link from Settings if you only need that page.

Submit on a non-registration preview

On a standard or staff form preview, the control is Submit. Clicking it shows the thank-you message on the page and hides the preview banner. Nothing is saved, and you do not go to a product selection page.

Parent view on Questions and Cart Header previews

Preview pages include a Parent view strip so you can check the same gates a family hits, without submitting anything:

  • Questions preview (Preview Form): the strip shows Continue closed with a message such as N required answers still to fill in: followed by question names, or Continue open with Every required answer is filled in. Photo, file upload, and reference questions are only fully checked on a live form, so when those are required the open message notes that they are checked when a parent presses Continue.
  • Cart Header preview (Preview Cart Header): the strip starts with Try the checkout rules. You can try sample Payment plan and Paying today choices (Full Amount, Minimum Deposit, Other). The strip reports Checkout closed or Checkout open with the parent's message (for example Please select a payment plan before proceeding.). Submit Order stays disabled in preview.

If you need to submit answers for real while staff-only testing, use Test Mode instead of Preview Form.

Form settings reference

Use the Settings tab to control how the form appears, who can complete it, what happens after submission, and how Campium handles payments, reminders, and follow-up workflows.

Some settings appear only for specific Form Type values. Registration forms show product, payment, discount, and deposit settings that do not appear on Standard or Upload a File forms.

Basic information

The top of the Settings tab defines what the form is, who it applies to, and which seasonal setup Campium should use behind the scenes.

Form Name

Use Form Name for the internal and Portal-facing name of the form. Pick a name that families and staff can recognize without opening it, especially if you publish multiple forms for the same season.

Clear names also make the Responses tab easier to use because staff can quickly tell which workflow a submission belongs to.

Form Type

Form Type controls the overall behavior of the form and which tabs or settings appear in the editor.

Form TypeBest used forQuestions tabProducts Layout tabPayment-related settings
Registration (With Products)Enrollments, session signups, registrations with checkoutShownShownShown
Standard (No Products for Purchase)Surveys, waivers, contracts, acknowledgments, preference formsShownHiddenHidden
Upload a FileDocument collection where the main action is file submissionHiddenHiddenHidden

If you change Form Type after starting configuration, Campium changes which tabs and fields are available. Review the Settings tab again after any type change so you do not miss required fields.

Season

Season connects the form to the seasonal setup used elsewhere in Campium. For registration forms, the selected season determines which products, fees, discounts, and payment plans are available to the form.

If a product or fee is missing from a registration form, confirm that the item exists in the same season selected on the form.

Staff season assignment

If your team uses forms for staff workflows, Staff season assignment controls whether the form is tied to staff in a specific season.

SettingBehavior
YesCampium treats the form as tied to a season-based staff workflow. Use this when staff records and assignments are managed by season.
NoCampium does not apply season-based staff assignment behavior. Use this for forms that should stay more general.

Choose the option that matches how your staff records are organized. If your organization hires or tracks staff by season, use Yes so the form stays aligned with that structure.

Description

Description appears beneath the form name on the Portal. Use it to tell recipients what the form is for, when they need to complete it, or what will happen after they submit.

Keep the description short and specific. One or two sentences usually works better than a long paragraph.

Scheduling

Scheduling settings control when the form is visible, when reminders can talk about it as due, and when business rules such as age cutoffs apply.

Start Date

Start Date is when the form shows up on the Portal, assuming the form is also set to Visible and recipients are configured. The field is a date and time. If you enter a date without a time, Campium asks you to add the time before you can save.

If families say they cannot see a form yet, check whether the current date is before Start Date. On the Forms list, forms that have not opened yet show Inactive with an Opens line under Status so you can see the scheduled open date without opening the form editor. In the form editor, the availability badge shows Scheduled with the open date.

Form opening email for administrators

The day before a form’s Start Date, Campium can email a Form opening digest to users with the Administrator role. The subject looks like {Form name} opens tomorrow (or {N} forms open tomorrow when more than one form opens that day).

Each form card can include:

  • Type and Visibility
  • Opens (the start date)
  • Notes such as Ready, Hidden on Portal, Test form, or No items for purchase
  • Links Open form settings → and View forms →

Use those notes to fix Visibility, clear a test form flag, or add products before families expect the form.

Administrators control this digest under your name (top right) → Settings → Email Notifications as Form opening digest (toggle Email me this digest). It defaults on unless you turn it off. Organization-wide on/off lives on Admin → Email Notifications. See Account.

End Date

End Date is when the form disappears from the Portal. Like Start Date, it is a date and time. If you enter a date without a time, Campium asks you to add the time before you can save.

Use End Date when you want a form to disappear completely after a deadline or event window passes.

Due Date

Due Date tells recipients when the form should be completed, but it does not hide the form. A form can stay visible after the due date as long as the current date is still on or before End Date.

Campium also uses Due Date for reminder emails. If you want automated reminders to send, you must set a due date.

ConfigurationWhat recipients seeReminder email behavior
End Date onlyForm stays available until End Date, with no due-date messagingNo due-date reminders
Due Date and End DateForm can show as due or past due while still remaining available until End DateReminder emails can reference due and past-due status
Due Date onlyDue messaging exists, but form availability still depends on other visibility rules in your setupReminder logic can use the due date

Use Due Date when you want accountability and reminders. Use End Date when you want the form to disappear.

Visibility and editing rules

These settings control whether recipients can see the form at all and whether they can change it after submission.

Visibility

Visibility is the manual on or off switch for the form.

VisibilityBehavior
VisibleEligible recipients can see the form when the current date is within the form's availability window.
HiddenNo recipients can see the form on the Portal, even if dates and recipients are configured correctly.

Use Hidden while building or testing a form. Switch to Visible only when content, recipients, and dates are ready.

Lock Form After Completion

Lock Form After Completion controls whether recipients can edit a form after they submit it.

SettingBehaviorBest use
YesRecipients cannot reopen and change answers after submission.Registration forms, contracts, waivers, and any form that should become a fixed record
NoRecipients can return and update answers after submitting, subject to the form still being available.Surveys, preference forms, and forms where answers may change over time

For registrations, Yes is usually the safer choice because families should not be able to change key enrollment details after checkout without staff review. For lightweight surveys or preference collection, No may be more practical.

What happens when someone finishes

These settings determine how Campium classifies the submission itself and, if you choose, how it updates the user record.

Form Status After Completion

Form Status After Completion sets the workflow state of the form response after the recipient submits it.

StatusWhat it meansCommon use
Pending ApprovalSubmission is complete, but staff must review it before treating it as finalized.Staff-reviewed registrations, contracts, or approvals
ApprovedSubmission is treated as completed and approved immediately.Self-service forms that do not need review
In ProgressSubmission remains open or unfinished from a workflow perspective after save or completion.Special internal workflows that need additional staff action

If staff approval is part of your process, set Form Status After Completion to Pending Approval so submissions do not count as fully approved the moment a family clicks submit.

User Status After Completion

User Status After Completion updates the person's user record after they finish the form.

StatusEffect
No ChangeLeaves the user's current status unchanged.
PendingMoves the user into a pending state after completion.
ActiveMarks the user as active after completion.
InactiveMarks the user as inactive after completion.
LeadMarks the user as a lead after completion.

Use this setting carefully. Automatic status changes are helpful for structured enrollment workflows, but they can create confusion if staff are not expecting the update.

Registration and payment settings

These settings appear only when Form Type is Registration (With Products).

If you do not see the payment and registration settings described below, confirm that Form Type is set to Registration (With Products).

Application Fee

Use Application Fee when you want to charge an upfront fee as part of the registration workflow.

Set it up in this order:

  1. Create or confirm the fee item in the correct season.
  2. Select that fee in Application Fee.
  3. Review any related settings in Manage Fees.
  4. Save the form and test the checkout flow with a sample user.

When configured correctly, the fee appears as part of the registration cost structure for the form.

Show number of spots left

Show # of spots left displays remaining capacity information on the form. Use it when you want families to see how many spaces remain before they register.

Only turn this on when your capacity data is current. Outdated capacity settings create confusion faster than not showing counts at all.

Enable Payment Plan

Enable Payment Plan allows families to pay over time instead of paying the full balance immediately.

This setting works with the selected season, available payment plan setup, and any Due Date or deposit rules that apply to the registration.

Require User To Add A Payment Method

Require User To Add A Payment Method is available only for organizations using Finix. It requires the payer to save a payment method during registration.

Use this when your payment workflow depends on keeping a card or bank method on file for future scheduled payments.

Allow User To Pay Later

Allow User To Pay Later lets the user complete registration without paying at the time of checkout.

On the parent checkout page, families choose how much to pay under How much today?:

  • Full amount with helper Pay the whole balance today.
  • Pay-later option (label comes from your portal pay-later text) with helper Nothing is charged today. when pay later is allowed
  • Minimum deposit option (label from your minimum deposit text) with helper The rest stays on your account balance. when a minimum is offered
  • Another amount when custom amounts are allowed (at least the minimum)
  • Credit card surcharge line when a surcharge applies, then Total today

When payment plans are offered, a Payment plan card lists each plan as a selectable option. Families who can pick their charge day still see Charge day of the month.

Use Allow User To Pay Later carefully. This setting is generally best for testing or tightly controlled workflows because it lets users finish registration without collecting payment immediately.

Pay In Full Upon Registration

Pay In Full Upon Registration requires the full amount due at checkout instead of allowing installment behavior.

Use this when you want registration to count only after the full amount is paid.

Default Payment To

Default Payment To sets the default account, category, or destination that receives payments collected through the form.

Pick the correct destination before you publish the form. Correcting misapplied payment routing after families have paid is much harder than confirming it upfront.

Cutoff Date

Cutoff Date acts as an age gate for registration logic. Campium uses the cutoff date when calculating age-based eligibility tied to the form.

For example, if a program requires campers to be a certain age by a specific date, set that date in Cutoff Date so age validation uses the correct rule.

Discount settings

Discount settings control whether families can use discounts during registration and how Campium applies those discounts.

Allow For Discounts To Be Applied

Turn on Allow For Discounts To Be Applied to let the registration form accept discount rules that exist for the selected season.

Leave it off when the form should always charge the standard rate.

Allow Multiple Discounts

Allow Multiple Discounts lets more than one discount apply in the same checkout when your pricing rules allow it.

Use this carefully. Stacked discounts can create totals that staff did not expect if the discount strategy is not documented.

Auto Apply These Discounts

Auto Apply These Discounts applies eligible discounts automatically instead of requiring the payer or staff to add them manually.

Automatic discounts work best when eligibility is unambiguous and you want a consistent checkout experience.

Enable Pay In Full Discount

Enable Pay In Full Discount adds a discount incentive when the payer chooses to pay in full.

SettingWhat it does
Pay In Full Upon RegistrationRequires full payment at checkout.
Pay In Full DiscountRewards the payer for choosing full payment by reducing the price.

These settings solve different problems. One is a payment requirement, and the other is a pricing incentive.

When you enable the pay-in-full discount, you can override the season default for this form using two fields:

  • Pay In Full Discount Type — Choose whether the incentive is a flat dollar amount or a percentage.
  • Pay In Full Discount Value — Enter the amount or percent to apply on this specific form. Leave these at the default if the form should use the standard season-wide pay-in-full discount.

Minimum deposit settings

Minimum deposit settings control how much a payer must submit when full payment is not required.

Minimum Deposit Override

Minimum Deposit Override lets you replace the standard deposit amount for this specific form.

Use it when a form needs a different minimum than the season default.

Minimum Deposit Scope

Minimum Deposit Scope controls how Campium applies the minimum deposit amount.

ScopeBehavior
Entire checkoutCampium applies one minimum deposit requirement across the whole order total.
Per userCampium applies the minimum deposit separately for each user in the checkout.

Use Per user when each registrant should meet a minimum commitment individually. Use Entire checkout when one combined deposit is enough for the transaction.

Charge Deposit On Approval

Charge Deposit On Approval holds the deposit until staff approve the submission, instead of collecting it at checkout. When the form is set to require approval, turning this on charges the deposit at the moment a submission is approved rather than when the family completes the form.

When you enable it, you also set the deposit amount that Campium should charge on approval. Use this when you review registrations before committing families to a charge, but still want a deposit collected automatically once you approve.

Send reminder emails

Reminder emails help you follow up with recipients who still need to complete a form before or after its due date.

Campium sends reminder emails based on the form's progress tracking, not just whether the form exists.

Form progress statusIncluded in reminder audience
Not StartedYes
In ProgressYes
PendingNo
ApprovedNo

Reminders only go to recipients who are Not Started or In Progress. Once a submission moves to Pending or Approved, Campium stops reminding that recipient.

Reminder emails are most useful for deadline-driven forms that people must complete after registration or onboarding, such as medical forms, waivers, contracts, and staff paperwork.

How reminders are enabled

There is no single on/off toggle for reminders. Instead, you enable them by choosing which days should send a reminder in two multi-select controls:

  • Before due date — Select the number of days before the Due Date that a "due soon" reminder should send. Each day you add is another reminder. Leaving this empty means no pre-due reminders go out.
  • After due date — Select the number of days after the Due Date that a past-due reminder should send. This is a separate control from the before-due reminders, so you can nudge recipients who miss the deadline without touching the pre-due schedule. Leaving it empty means no past-due reminders go out.

Selecting at least one day in either multi-select is what turns reminders on for the form.

How to turn on form reminder emails

  1. Open Forms and select the form you want to manage.
  2. Go to the Settings tab.
  3. Confirm the form has a recipient list configured in the Recipients tab.
  4. Enter a Due Date.
  5. Choose one or more days in the Before due date multi-select, and, if you want past-due nudges, one or more days in the After due date multi-select.
  6. Save the form using Save Settings.
  7. Wait for the daily reminder job to process eligible recipients, then review completions in Responses.

The reminder message changes depending on timing. Days chosen in Before due date send a "due soon" message. Days chosen in After due date send an overdue or past-due message.

Campium sends reminder emails through a daily automated job. That means reminders are not always immediate after you save the form. Plan for the next automated run when testing.

Important limitations for reminder emails:

  • Due Date is required. Without a due date, Campium has no date to reference in the reminder logic.
  • Registration forms are skipped by the automated reminder job, even if reminder settings are configured.
  • Large recipient audiences can create heavy outbound email volume. Use caution before turning reminders on for very large groups.
  • Recipients still matter. Campium can only remind users who are actually assigned to the form.
  • Unsubscribe rules apply. Recipients can opt out of reminder emails.

Use reminder emails for:

  • Medical forms
  • Waivers
  • Contracts
  • Staff paperwork

Avoid reminder emails for:

  • Main registration forms
  • Forms with thousands of recipients unless you have confirmed the volume is appropriate

Email settings

Email settings control who gets notified internally and which templates Campium sends when the form workflow changes state.

Send Admin Email Notification To

Use Send Admin Email Notification To to enter the staff email address or addresses that should receive an internal notification when someone submits the form.

This notification is for administrators, not for families. Use it when staff need to know right away that a submission arrived.

Also Notify When Additional Sessions Are Added

Also Notify When Additional Sessions Are Added extends the admin notification so staff are alerted not only on the first submission but also when a family comes back and adds more sessions to an existing registration.

Turn this on when later additions to a registration matter to your team as much as the original submission. Leave it off if you only want to be notified once, when the form is first completed.

Email Template When Approved, Pending, or Rejected

Use Email Template When Approved, Email Template When Pending, and Email Template When Rejected to choose which message Campium sends to the recipient when staff update the submission status.

These templates are especially useful when your form includes a review process and the recipient needs a clear outcome message.

Be careful with health-related or highly sensitive forms. If the form may contain medical or other private information, make sure your notification and status email templates do not include protected details that should not be sent by email.

Custom text

Custom text settings let you change labels and instructional content on the Portal form experience.

Payment Button Text

Payment Button Text changes the label on the action button used to complete payment or checkout.

Use a short action phrase that matches your workflow, such as confirming registration or submitting payment.

Thank You Message

Thank You Message appears after successful submission. Use it to confirm what happened and tell the user what comes next.

A good thank-you message answers two questions: was the submission successful, and should the user expect any follow-up.

Form Header Text

Form Header Text adds instructional or contextual text at the top of the form.

Use it for deadline notes, brief instructions, or reminders about required documents.

Session Selection Header Text

Session Selection Header Text customizes the heading shown above session or product selection areas in registration flows.

Use it when the default heading is too generic for your enrollment process.

Cart Header Text

Cart Header Text customizes the heading shown above the cart or summary area during checkout.

This is useful when you want to reinforce what the payer is reviewing before submission.

Under the field label, click Preview Cart Header to open a preview of how that text appears on the final checkout page. The preview marks itself as a preview, shows sample checkout content below your header, and includes the Parent view checkout-rules strip so you can check payment-plan and paying-today gates without signing in as a parent.

Ask for References

Turn on Ask for References? when an application needs people other than the applicant to fill out a recommendation or reference questionnaire.

Set Ask for References? to Yes, then choose one Reference Form. Everyone the applicant names fills out that same form. Use References Required, Where References Appear, Reference Instructions, and Remind References After to control the count, placement, intro copy, and reminder cadence.

If a form still uses the older two-form setup, Settings shows a yellow notice and will not send new invitations until you pick a Reference Form.

Full steps for applicants, the portal My References page, and the profile References card are in References.

Question display

Show Question Numbers

Turn on Show Question Numbers when numbered questions make the form easier to follow. This is often helpful for long compliance forms, contracts, and multi-part questionnaires.

Leave it off when the form is short or conversational and numbering would add visual noise.

Saving and warnings

Saving a form does more than store text on the page. Save Settings updates the current Settings values and can change which tabs, warnings, and workflows are available in the editor.

On the Settings tab, Save Settings sits in a sticky bar at the bottom of the form. The bar stays in view while you scroll. Next to the button, Campium shows Your settings save automatically. Changing a Settings control also saves on its own. Typing in text fields saves after a short pause without leaving the field; those saves update Saved just now. / Last saved a moment ago. on the bar and skip the success toast. Errors still toast.

After you click Save Settings, Campium keeps you in the form editor and refreshes the availability badge. Use that save point to confirm that conditional tabs, payment settings, and recipient-related warnings now match the form you intended to build.

Save Settings behavior

  • Creates the form record the first time you save.
  • Updates conditional fields and tabs based on Form Type.
  • Keeps you in the editor so you can continue with Recipients, Questions, Products Layout, or Responses.
  • Preserves the current workflow without sending the form automatically.
  • Blocks incomplete date-times when Start Date or End Date has a date but no time.

Yellow warning banners

Campium may show yellow warning banners when a form is not currently visible on the Portal.

Banner or warning stateLikely causeWhat to fix
Hidden warningVisibility is set to HiddenChange Visibility to Visible and save settings
Outside dates warningCurrent date is before Start Date or after End DateReview the form's availability window and update the dates if needed. On the Forms list, a future Start Date also shows as Opens under Status.

These warnings are useful because they explain why a correctly configured form may still not be visible to recipients.

Form Type controls which fields appear

Changing Form Type changes more than the label on the form. It changes which tabs and field groups Campium shows in the editor.

Form TypeFields and tabs you should expect
Registration (With Products)Settings, Recipients, Questions, Responses, Products Layout, payment settings, discount settings, deposit settings
Standard (No Products for Purchase)Settings, Recipients, Questions, Responses, no product checkout settings
Upload a FileSettings, Recipients, Responses, upload-focused behavior, no Questions tab

If a field seems to be missing, check Form Type first.

Quick setup checklists

Use the checklist that matches the kind of form you are building.

Registration form (camper)

  1. Set Form Type to Registration (With Products).
  2. Choose the correct Season.
  3. Enter a clear Form Name and optional Description.
  4. Set Start Date and End Date.
  5. Set Visibility to Hidden while building.
  6. Configure Application Fee, payment plan, deposit, and discount settings as needed.
  7. Confirm Default Payment To is correct.
  8. Set Form Status After Completion and User Status After Completion.
  9. Add recipients in the Recipients tab.
  10. Add questions and product layout details.
  11. Save, test, then switch Visibility to Visible.

Deadline-driven form with reminders (medical, waiver, contract)

  1. Set Form Type to Standard (No Products for Purchase) unless file upload is the primary action.
  2. Enter a clear Form Name and a short Description explaining the deadline.
  3. Set Start Date, Due Date, and End Date.
  4. Choose reminder days in the Before due date and After due date multi-selects.
  5. Add the correct recipients.
  6. Set Lock Form After Completion to Yes if responses should not change after submission.
  7. Choose the right admin notification and approval templates.
  8. Save the form and confirm reminder settings are still present.
  9. Make the form Visible when you are ready to publish it.

Simple survey (no payment)

  1. Set Form Type to Standard (No Products for Purchase).
  2. Enter Form Name, Description, Start Date, and End Date.
  3. Leave payment, discount, and deposit settings out of scope.
  4. Decide whether Lock Form After Completion should be Yes or No.
  5. Set Form Status After Completion to match whether staff review is needed.
  6. Add survey questions in the Questions tab.
  7. Assign recipients.
  8. Save, review visibility, and publish.

Troubleshooting