Onboarding Forms

What onboarding forms are

An onboarding form is what a volunteer fills in when they first sign up to a campaign. It captures the details you need — name, contact, availability, agreements — and feeds straight into your volunteer records.

Every campaign can have its own form, so a street appeal can ask different questions to a festival or a disaster-response call-out. You build the form once, and it appears on that campaign's public sign-up page.

Build a form with AI

The fastest way to start is to describe the form you want. Tell the assistant something like "a street appeal volunteer form with an age check and how they heard about us", and it drafts a complete flow — sensible fields, the right types, and validation already applied.

The draft is a starting point, not the final word: every field stays fully editable, so you refine the wording, add or remove questions, and publish when it reads the way you want.

Field types

Onboarding forms support a range of field types so you can ask each question the right way:

The Note field is particularly handy for setting expectations inline — for example reminding volunteers to bring photo ID, or explaining what happens after they sign up.

Validation rules

Fields can enforce rules so you collect clean, usable data from the start:

• Required — mark any field as mandatory before the form can be submitted.
• Minimum age — add an age rule to a date-of-birth field, so anyone under your threshold is caught at sign-up rather than later.
• Google address lookup — turn on lookup for the street field and volunteers get accurate, standardised addresses with a couple of keystrokes.

Screening suspicious sign-ups

To help protect your campaigns from fake or automated registrations, sign-ups that look suspicious are automatically flagged for your team to review. The volunteer still completes the form — they're simply marked for a quick human check before they're confirmed, so genuine people aren't blocked and dubious ones don't slip through.

A different form per campaign

Because each campaign carries its own onboarding form, you can tailor exactly what you ask without affecting anything else. Update one campaign's questions in the middle of a season and your other campaigns stay untouched — every form is independent.