Customizing Participant Information
PickAtime allows you to add customizable questions with various answer types (e.g.radio buttons, drop-down lists, check boxes) for participants. These fields can be configured in two places:
- Global Setup / Contacts Setup / Contact Fields page
- Settings / Appointment Fields tab
How to Add and Configure a Question
- Add a New Question:
- Go to the appropriate setup page and create a new question.
- Include the Question:
- The new question will appear in the "Available Fields" section.
- Select the question and click the left arrow button (<) to move it to the "Included Fields" section.
- Set the Question Type:
- In the "Included Fields" section, locate the "Type" column for the added question.
- Click the cell to choose a type from the drop-down menu and select "Choice".
- Configure the Options:
- The Question Editor will appear.
- Click "Add New Option" to add responses.
- You can choose one of the following formats:
- Drop-down list
- Radio buttons
- Checkboxes
- Use the <> arrows to rearrange the options.
Conditional Logic: Hide/Show Fields Based on Responses
- You can configure the conditional visibility of fields based on participant responses.
- Each Included Field has a number.
- Check the box labeled "Hide/Show fields based on the user response" to activate this feature.
- Next to each response option, an additional field will appear:
- Enter the numbers of the fields to be hidden when the option is selected.
- Use commas or dashes to separate numbers (e.g., 3,4,5 or 3-5).
- To show specific fields instead, prefix each field name with a / (e.g., /5, /6).
Example:
- If a participant selects "Junior" for a specific question:
- You can configure it to show only fields 5 and 6.
- Participants will not see any fields beyond that unless specified.
- This rule only applies to fields after the conditional field.