Documentation

Complete guide to using Formbrid to manage your events, groups, and registrations.

Introduction

Formbrid is an all-in-one platform built for the complexity of real-world events.

Unlike standard form builders, Formbrid understands that events are about people, relationships, and logistics. We handle the hard stuff—capacity limits, hierarchical groups, and delegated registration—so you can focus on the experience.

🏢

Multi-tenant Workspaces

Manage multiple organizations or departments from a single account, keeping data distinct and secure.

🌳

Hierarchical Groups

Model complex community structures like Regions, Districts, and Teams with infinite nesting.

🎫

Capacity Management

Set strict limits on room tiers and ticket types. We track occupancy in real-time to prevent overbooking.

📋

Delegated Registration

Empower group leaders to register their own teams via password-protected Sheets, saving you hours of data entry.

Getting Started

Creating an Account

Sign up at /signup. You'll be asked to create a username, email, and password. Once registered, you'll be prompted to create your first Workspace.

Workspaces

A Workspace is the container for all your events, groups, and team members. You can create multiple workspaces (e.g., one for "Summer Camp 2024" and another for "Winter Retreat") and switch between them instantly.

Creating Events

Navigate to Events > New Event to launch your registration page. You'll configure:

  • 📅

    Basic Details

    Title, URL slug, description, location, and dates.

  • 🛏️

    Room Tiers

    Define accommodation options (e.g., "Standard Cabin", "Deluxe Room") with specific capacities and prices.

  • 📝

    Form Fields

    Build your custom registration form using drag-and-drop fields.

Room & Ticket Tiers

Formbrid enforces strict capacity limits. When you create a Room Tier (e.g., "VIP Suite - Capacity: 10"), the system will automatically:

  • Track live occupancy across all registrations.
  • Prevent new registrations once the limit is reached.
  • Show "Sold Out" status on the public registration page.

Hierarchical Groups

Groups allow you to organize attendees into real-world structures. You can nest groups infinitely to match your organization's hierarchy.

North Region
├── District A
│ ├── Team 1
│ └── Team 2
└── District B
└── Team 3

Group Types

Define categories for your groups (e.g., "Region", "District", "Cabin") in Admin > Group Types. This helps in reporting and filtering.

Registration Sheets

Sheets are a powerful feature for delegated registration. Instead of forcing every attendee to register themselves, you can give a group leader a special, password-protected link to register their entire team.

How it works:

  1. Go to Admin > Sheets and create a new Sheet.
  2. Assign specific groups to the Sheet (e.g., "District A").
  3. Set a password and share the link with the leader.
  4. The leader logs in and can add/edit registrations only for their assigned groups.

Managing Registrations

The Registrations tab gives you a powerful data grid to manage your attendees.

Filtering

Filter by payment status, room tier, date range, or any custom form field answer.

Editing

Click any row to open the details drawer. You can update room assignments, change statuses, or edit form answers.

Exports

Export your current view to CSV for external reporting or check-in lists.

Digital Passes

Every registration generates a unique QR code pass, accessible via the public /pass/[code] URL.

Notifications

Formbrid handles communication automatically. We send notifications via Email (AWS SES) and SMS.

📧

Email Notifications

Sent for registration confirmation, cancellations, and room upgrades. Always free.

💬

SMS Notifications

Instant text alerts. Requires SMS Credits which can be purchased in Workspace Settings.

Workspace Settings

Manage your organization's configuration in Settings.

  • Team Members: Invite other admins or viewers to your workspace. Control their access with roles.
  • Billing: Purchase SMS credits and view payment history.
  • General: Update your workspace name and default currency.