Click the Add Form button to see the following popup dialog:
Specify the title, description, and category for the new ad hoc form.
Forms can be available to all site users (members and non-members), members only, members of a specified committee only, members with a specified member type only, or members of a specified subgroup (chapter, district, or region.)
If submitting the form requires a fee, specify the financial account to which this fee should be assigned and the actual fee for members and non-members.
Financial Accounts can only be used to direct payments to multiple bank accounts if you are a ClubExpress Premium Payments user.
If QuickBooks® integration is enabled, you can also specify the item name into which fees for this form will be categorized when you export transactions.
If you enable general sales tax, specify the sales tax to be charged with the form.
You can also specify the mailing list category into which members and non-members who complete this form will be assigned.
The ad hoc form can be closed manually, based on a specified end date (at 11:59:59 PM of that date), or when a specified number of responses have been received.
Select “Yes” for the attachments option if you want to allow or require form users to upload one or more attachments as part of their submission. This value controls whether the Attachments icon appears on the Manager page. You must define the requested or required attachments using this icon before activating the form. See Configuring Attachment Options for Forms
Specify a contact person for the form and whether this person should be notified by email when a form is submitted.
Once you've added the form, you'll need to add questions. See