Overview
Organisers can save any entry form as a reusable template and apply it to future events with a single click. Templates are scoped to an organisation and are managed through the Entry Form Builder. This eliminates repetitive configuration of common form structures (e.g., standard dressage entry forms, show-jumping forms, or club annual membership forms).
Who Should Use This Feature
Perfect For
- Event organisers who run recurring events with the same form structure
- Club administrators standardising entry forms across all their events
- Pony clubs and associations maintaining consistent membership application forms
Prerequisites
- You need to be an admin, or staff with Events and entries at Manage. For the Membership Application and Member Profile templates, staff with Members and volunteers at Manage can also make changes. Staff at View can see templates but not change them. See Staff Access.
- Your organisation's plan must include the form builder: the Club Site, Club Site Premium, Riding School and Premium plans do
Key Features
📋 Template Library
- Store multiple reusable form skeletons per organisation
- Each template captures all entry form fields, labels, ordering, validation rules, data source bindings and the form's rules (see Entry Form Designer, Rules and Event Templates)
- Templates are listed in reverse-creation order on the management page
🏷️ Templates Have a Purpose
Each template carries a badge showing what it's for:
| Badge | What it does |
|---|---|
| Event Entry | The default: a form riders fill in when entering an event |
| Membership Application | This is your club's public membership application form. Whatever fields you put in this template are what applicants see on your join form |
| Member Profile | The custom club fields recorded against each member |
Rules built on the designer's Logic tab work on all three: a Membership Application template's rules run on your public join form, and a Member Profile template's rules run wherever club fields are filled in (the member panel and Add Member).
That second one is worth knowing: there is no separate "membership application form designer" in Horsify. If you want to change the questions on your public join form, you edit the template with the Membership Application badge here.
An organisation can have one Membership Application template and one Member Profile template. Event Entry templates are unlimited.
💾 Save Existing Form as Template
- After configuring an entry form on an event, save it as a named template
- The template name, description, and full field configuration are stored
⚡ Assign a Template to an Event
- On the event's edit page, the Entry form section has an Entry form template dropdown: pick the template riders should fill in
- The first time the form is actually needed, Horsify takes a snapshot of the template for that event. From then on the event has its own copy: later edits to the template do not change an event that has already used it, so the questions a rider answered always match the answers stored against them
- To change an event that has already taken its snapshot, edit that event's own form under Advanced: manage per-event forms
✏️ Template Management
- Rename or update any existing template
- Delete templates that are no longer needed
How to Use
Saving a Form as a Template
- Open your event's Edit page, expand the Entry form section and choose Advanced: manage per-event forms, then open the form
- Configure your form fields as needed
- Click Save as Template at the bottom of the form builder, beside Create Form / Update Form (it appears once the form has at least one field)
- Enter a Template Name and optional description
- Click Save Template. The template is now available across all your events
Assigning a Template to an Event
- Open the event's Edit page and expand the Entry form section
- Choose the template from the Entry form template dropdown
- Save the event. Riders entering it now get that form
To tailor the form for one event without touching the template, open that event's own form under Advanced: manage per-event forms and edit it there.
Managing Templates
- In the organiser menu, click Settings, open the Templates tab and choose Form Templates
- View all saved templates (newest first), or click Create Template to start a new one
- Click Edit to rename or change a template
- Click Delete to delete a template. Events that have already taken their snapshot keep their own copy of the form
Configuration
No additional configuration is required. Form templates are available on any plan that includes the form builder (Club Site, Club Site Premium, Riding School and Premium).\n\n---\n\nSource: wiki/features/ENTRY_FORM_TEMPLATES.md \nLast synced: 2026-10-21 13:11:46 UTC