1. Click "Program Management" on the left-side menu
2. Click "Forms" on the sub-menu
3. Click "Create Multi-Step Process"
4. Click "+ Create Multi-Step Process"
5. From here, you can stack a registratio, consents and other forms into a step-by-step flow your clients can complete
6. Enter a "Process Name"
7. Type a "Description"
8. Use the checkbox to activate the form as soon as you finish creating it, and so it can be assigned to clients
9. Click "Add Form Step" or "Add Consent Step" to add your 1st step into the multi-step process. Let's add a "Form" first
10. If you need to change this, you can select "Form" or "Consent" under "Step type" at any moment
11. Select a "form" from the dropdown menu
12. Enter a name/label for this step
13. Check the "Repeatable step" checkbox if the client can complete this step more than once. (e.g. one form per child)
14. If this is a repeatable step, type the button to add another submission. (e.g "add another child")
15. Enter a "Minimum required" amount of submissions
16. Enter a "Maximum required" amount of submissions. Each submission counts as one entry. The client chooses when they’re done and continue to the next step. Leave blank for an unlimited amount
16.1. Click "Add Form Step" or "Add consent Step" as a 2nd step
17. Select "Select a consent form" using the dropdown menu
18. Enter a "Step Label" for this 2nd step
19. Mark the checkbox "Repeat for registered people" and " Parent / guardian and each child" to require consent once for the parent/guardian and once for every child added
20. or select "Children / dependents only to skip the parent/guardian — require consent once per child added during registration
21. Scroll down and click "Create Multi-Step Process" to finish
