Creating custom event forms and managing sponsorships

Last updated August 5, 2026

Objective

This guide explains how to create custom event forms, connect them to events, and configure add-ons such as sponsorships and booths in Recur.

Key Steps

Step 1: Create a Custom Event Form

  • Navigate to Settings.

  • Select Event Settings.

  • Click Custom Data Forms.

  • Click New Form and create a form (example: RSVP and Dietary).

  • Open the form to access the Field Editor.

Step 2: Add or Edit Fields in the Form

  • Enter the field name.

  • Select the field type (text, list, checkbox, etc.).

  • Enable Visible so registrants can see the field.

  • Click Add to add the field to the form.

  • Use drag and drop to reorder fields if needed.

  • Click Save to store the form.

Step 3: Attach the Form to an Event

  • Open the event where you want the form used.

  • Confirm the custom form (for example, RSVP and Dietary) is connected to the event.

  • Once attached, registrants will complete the form during event registration.

Step 4: Ensure Products Are Public

  • Navigate to Revenue > Products.

  • Locate the products you want available for purchase (such as sponsorships or booths).

  • Confirm the products are marked Public.

  • Only public products will appear on your website for purchase.

Step 5: Add Sponsorship Add-Ons to an Event

  • Open the event and navigate to the Payments and Discounts section.

  • Locate the Add-Ons area.

  • Select the sponsorship products you want available.

  • Set a quantity (inventory) for each sponsorship level.

Example:

  • Silver Sponsorship → Inventory: 20

  • Once all 20 are sold, the option will no longer appear for purchase.

Step 6: Create Booth Products

  • Navigate to Revenue > New Product.

  • Select Product Type: Booth.

  • A Booth Configuration tab will appear.

Step 7: Configure Booth Inventory

  • Add booth details such as:

    • Booth Name or Number

    • Price

    • Description (size, location, etc.)

Example booth pricing:

  • Corner Booth → $150

  • Center Booth → $100

  • Double Booth → $250

  • Each booth can only be sold once, preventing overselling.

Step 8: Import Booths in Bulk (Optional)

  • Download the booth template file.

  • Create a spreadsheet with booth details.

  • Export the spreadsheet as a CSV file.

  • Upload the CSV to import all booth listings at once.

Step 9: Add Booths to the Event

  • Return to the event settings.

  • Navigate to Payments and Discounts.

  • Add the booth product as an add-on, similar to sponsorships.

Step 10: Allow Attendees to Select Booths

  • If you have a booth map, upload it as an image in the booth product.

  • Attendees can then select their preferred booth during registration.

  • Once a booth is purchased, it will disappear from the available options.

Cautionary Notes

  • Products must be public to appear on the event registration page.

  • Booth inventory is limited to one purchase per booth name, preventing duplicate bookings.

Tips for Efficiency

  • Use bulk CSV imports when creating large numbers of booths.

  • Add a booth map image to help attendees choose their booth location.

  • Set sponsorship inventory limits to prevent overselling.

Link to Video

https://www.loom.com/share/b1ab092c6db64e50b758510dfa0fce94